HCP
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Hardin Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hardin Capital Partners’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 		$555K Buy
6,886
+238
+4% +$18.5K 0.26% 61
2026
Q1 		$477K Buy
6,648
+552
+9% +$41K 0.22% 64
2025
Q4 		$442K Buy
6,096
+12
+0.2% +$873 0.21% 67
2025
Q3 		$447K Buy
6,084
+4
+0.1% +$287 0.24% 62
2025
Q2 		$428K Buy
6,080
+184
+3% +$12.1K 0.25% 66
2025
Q1 		$381K Hold
5,896
– – 0.23% 69
2024
Q4 		$389K Sell
5,896
-32
-0.5% -$2.17K 0.23% 66
2024
Q3 		$389K Buy
5,928
+12
+0.2% +$753 0.22% 67
2024
Q2 		$358K Buy
+5,916
New +$360K 0.23% 67

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Hardin Capital Partners's VO Position: Q2 2026 in Review

Hardin Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, buying an estimated $18.5K and bringing the position to 6,886 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #61.

Hardin Capital Partners first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 1,662 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hardin Capital Partners held 6,886 shares of Vanguard Morningstar Mid-Cap ETF worth $555K as of Q2 2026.
  • Hardin Capital Partners bought 238 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $18.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.26% of Hardin Capital Partners's portfolio in Q2 2026, its #61 holding.
  • Hardin Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.