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

Hengehold 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 		$292K Buy
3,620
+520
+17% +$40.3K 0.02% 185
2026
Q1 		$223K Buy
3,100
+8
+0.3% +$594 0.02% 201
2025
Q4 		$224K Buy
3,092
+8
+0.3% +$582 0.02% 207
2025
Q3 		$227K Buy
+3,084
New +$221K 0.02% 204

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

Hengehold Capital Management's VO Position: Q2 2026 in Review

Hengehold Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $40.3K and bringing the position to 3,620 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #185.

Hengehold Capital Management first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 1,892 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hengehold Capital Management held 3,620 shares of Vanguard Morningstar Mid-Cap ETF worth $292K as of Q2 2026.
  • Hengehold Capital Management bought 520 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #185 holding.
  • Hengehold Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.