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

Fulcrum Capital’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 		$40.3M Sell
500,094
-29,406
-6% -$2.28M 8.17% 1
2026
Q1 		$38M Sell
529,500
-13,432
-2% -$998K 8.25% 1
2025
Q4 		$39.4M Buy
542,932
+8,092
+2% +$589K 7.91% 1
2025
Q3 		$39.3M Sell
534,840
-4,880
-0.9% -$350K 8.05% 2
2025
Q2 		$37.8M Sell
539,720
-181,880
-25% -$11.9M 7.99% 2
2025
Q1 		$46.7M Buy
721,600
+992
+0.1% +$66.6K 10.34% 1
2024
Q4 		$47.6M Buy
720,608
+15,308
+2% +$1.04M 9.96% 1
2024
Q3 		$46.5M Buy
705,300
+16,292
+2% +$1.02M 10.13% 1
2024
Q2 		$41.7M Buy
689,008
+20,012
+3% +$1.22M 9.5% 1
2024
Q1 		$41.8M Buy
668,996
+25,852
+4% +$1.53M 9.92% 1
2023
Q4 		$37.4M Buy
643,144
+34,228
+6% +$1.83M 9.67% 1
2023
Q3 		$31.7M Buy
608,916
+5,028
+0.8% +$276K 9.2% 1
2023
Q2 		$33.2M Sell
603,888
-2,128
-0.4% -$112K 8.74% 1
2023
Q1 		$32M Buy
606,016
+34,976
+6% +$1.86M 8.6% 1
2022
Q4 		$29.1M Buy
571,040
+156,148
+38% +$7.95M 8.41% 1
2022
Q3 		$19.5M Sell
414,892
-163,864
-28% -$8.56M 5.79% 3
2022
Q2 		$28.5M Buy
+578,756
New +$31.3M 8.96% 1
2020
Q1 		– Sell
-5,684
Closed -$253K – 74
2019
Q4 		$253K Sell
5,684
-400
-7% -$17.2K 0.08% 67
2019
Q3 		$255K Hold
6,084
– – 0.09% 66
2019
Q2 		$254K Sell
6,084
-4,040
-40% -$165K 0.09% 54
2019
Q1 		$407K Buy
+10,124
New +$389K 0.15% 49

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fulcrum Capital's VO Position: Q2 2026 in Review

Fulcrum Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q2 2026, selling an estimated $2.28M and leaving 500,094 shares worth $40.3M. The position accounts for 8.17% of the portfolio, ranked #1.

Fulcrum Capital first reported a position in VO in Q1 2019 and has held it in 21 quarters since. The position peaked at $47.6M in Q4 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fulcrum Capital held 500,094 shares of Vanguard Morningstar Mid-Cap ETF worth $40.3M as of Q2 2026.
  • Fulcrum Capital sold 29,406 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.28M.
  • Vanguard Morningstar Mid-Cap ETF made up 8.17% of Fulcrum Capital's portfolio in Q2 2026, its #1 holding.
  • Fulcrum Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 21 quarters since.
  • Fulcrum Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $47.6M in Q4 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.