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

Fortis Capital Management’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	$2.23M	Buy	27,713 +61	+0.2%	+$4.73K	0.25%	68
2026 Q1	$1.99M	Buy	27,652 +1,664	+6%	+$124K	0.2%	65
2025 Q4	$1.89M	Buy	25,988 +980	+4%	+$71.3K	0.25%	61
2025 Q3	$1.84M	Buy	25,008 +856	+4%	+$61.5K	0.26%	60
2025 Q2	$1.69M	Sell	24,152 -1,400	-5%	-$91.9K	0.26%	61
2025 Q1	$1.65M	Buy	25,552 +224	+0.9%	+$15K	0.32%	60
2024 Q4	$1.67M	Buy	25,328 +1,496	+6%	+$102K	0.31%	63
2024 Q3	$1.57M	Buy	23,832 +896	+4%	+$56.3K	0.32%	63
2024 Q2	$1.39M	Buy	22,936 +976	+4%	+$59.3K	0.3%	64
2024 Q1	$1.37M	Buy	21,960 +1,336	+6%	+$79K	0.36%	59
2023 Q4	$1.2M	Sell	20,624 -468	-2%	-$25K	0.31%	79
2023 Q3	$1.1M	Buy	21,092 +1,688	+9%	+$92.6K	0.34%	67
2023 Q2	$1.07M	Buy	19,404 +6,560	+51%	+$344K	0.38%	47
2023 Q1	$677K	Buy	12,844 +2,372	+23%	+$126K	0.27%	59
2022 Q4	$534K	Sell	10,472 -16,408	-61%	-$836K	0.39%	56
2022 Q3	$1.26M	Buy	26,880 +3,016	+13%	+$158K	1.08%	24
2022 Q2	$1.18M	Buy	+23,864	New	+$1.29M	1.15%	21

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 Management's VO Position: Q2 2026 in Review

Fortis Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.22% in Q2 2026, buying an estimated $4.73K and bringing the position to 27,713 shares worth $2.23M. The position accounts for 0.25% of the portfolio, ranked #68.

Fortis Capital Management first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fortis Capital Management held 27,713 shares of Vanguard Morningstar Mid-Cap ETF worth $2.23M as of Q2 2026.
Fortis Capital Management bought 61 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.73K.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of Fortis Capital Management's portfolio in Q2 2026, its #68 holding.
Fortis Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.