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

Garde 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 		$1.05M Buy
13,063
+19
+0.1% +$1.47K 0.05% 114
2026
Q1 		$936K Buy
13,044
+656
+5% +$48.7K 0.06% 102
2025
Q4 		$899K Sell
12,388
-420
-3% -$30.6K 0.05% 114
2025
Q3 		$941K Buy
12,808
+16
+0.1% +$1.15K 0.05% 124
2025
Q2 		$895K Sell
12,792
-36
-0.3% -$2.36K 0.05% 122
2025
Q1 		$829K Sell
12,828
-84
-0.7% -$5.64K 0.05% 126
2024
Q4 		$853K Sell
12,912
-212
-2% -$14.4K 0.06% 108
2024
Q3 		$866K Buy
13,124
+236
+2% +$14.8K 0.06% 105
2024
Q2 		$780K Sell
12,888
-1,100
-8% -$66.8K 0.05% 110
2024
Q1 		$873K Sell
13,988
-804
-5% -$47.5K 0.06% 103
2023
Q4 		$860K Buy
14,792
+10,764
+267% +$575K 0.07% 99
2023
Q3 		$210K Sell
4,028
-44
-1% -$2.41K 0.02% 190
2023
Q2 		$224K Sell
4,072
-188
-4% -$9.86K 0.02% 208
2023
Q1 		$225K Buy
4,260
+32
+0.8% +$1.7K 0.02% 173
2022
Q4 		$215K Sell
4,228
-52
-1% -$2.65K 0.03% 169
2022
Q3 		$201K Sell
4,280
-512
-11% -$26.8K 0.03% 163
2022
Q2 		$236K Buy
4,792
+336
+8% +$18.2K 0.03% 173
2022
Q1 		$265K Buy
4,456
+312
+8% +$18.3K 0.03% 176
2021
Q4 		$264K Sell
4,144
-644
-13% -$40.4K 0.03% 181
2021
Q3 		$283K Buy
4,788
+664
+16% +$40.1K 0.03% 169
2021
Q2 		$245K Hold
4,124
– – 0.03% 180
2021
Q1 		$228K Buy
4,124
+908
+28% +$49.3K 0.03% 177
2020
Q4 		$166K Buy
+3,216
New +$156K 0.02% 199

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

Garde Capital's VO Position: Q2 2026 in Review

Garde Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.15% in Q2 2026, buying an estimated $1.47K and bringing the position to 13,063 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #114.

Garde Capital first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Garde Capital held 13,063 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q2 2026.
  • Garde Capital bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Garde Capital's portfolio in Q2 2026, its #114 holding.
  • Garde Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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