Fortis Capital Advisors’s Vanguard Morningstar 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 Q2	$15.6M	Buy	193,621 +5,953	+3%	+$462K	1.75%	13
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	0.29%	52
2022 Q4	$549K	Buy	+10,768	New	+$548K	0.33%	46

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fortis Capital Advisors's VO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, buying an estimated $462K and bringing the position to 193,621 shares worth $15.6M. The position accounts for 1.75% of the portfolio, ranked #13.

Fortis Capital Advisors first reported a position in VO in Q4 2022 and has held it in 12 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fortis Capital Advisors held 193,621 shares of Vanguard Morningstar Mid-Cap ETF worth $15.6M as of Q2 2026.
Fortis Capital Advisors bought 5,953 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $462K.
Vanguard Morningstar Mid-Cap ETF made up 1.75% of Fortis Capital Advisors's portfolio in Q2 2026, its #13 holding.
Fortis Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.