Fortis Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Fortis Capital Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Buy	187,668 +9,484	+5%	+$705K	1.76%	14
2025 Q4	$12.9M	Buy	178,184 +10,616	+6%	+$772K	1.91%	13
2025 Q3	$12.3M	Buy	167,568 +11,532	+7%	+$828K	1.95%	12
2025 Q2	$10.9M	Buy	156,036 +2,604	+2%	+$171K	1.95%	13
2025 Q1	$9.92M	Buy	153,432 +148,420	+2,961%	+$9.96M	2.01%	12
2024 Q4	$324K	Sell	5,012 -140	-3%	-$9.5K	0.11%	139
2024 Q3	$340K	Sell	5,152 -316	-6%	-$19.8K	0.11%	137
2024 Q2	$331K	Buy	+5,468	New	+$332K	0.12%	133
2023 Q3	–	Sell	-11,176	Closed	-$615K	–	121
2023 Q2	$615K	Buy	11,176 +728	+7%	+$38.2K	0.36%	46
2023 Q1	$551K	Sell	10,448 -320	-3%	-$17K	0.3%	52
2022 Q4	$549K	Buy	+10,768	New	+$548K	0.33%	46

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return