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

Hexagon 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	$6.64M	Sell	82,452 -8,508	-9%	-$660K	0.93%	10
2026 Q1	$6.53M	Buy	90,960 +45,504	+100%	+$3.38M	0.96%	10
2025 Q4	$3.3M	Hold	45,456	–	–	0.61%	18
2025 Q3	$3.34M	Buy	45,456 +324	+0.7%	+$23.3K	0.67%	15
2025 Q2	$3.16M	Hold	45,132	–	–	0.7%	12
2025 Q1	$2.92M	Sell	45,132 -252	-0.6%	-$16.9K	0.55%	12
2024 Q4	$3M	Buy	45,384 +44,836	+8,182%	+$3.04M	0.54%	11
2024 Q3	$36.1K	Hold	548	–	–	0.01%	517
2024 Q2	$33.2K	Hold	548	–	–	0.01%	529
2024 Q1	$34.2K	Hold	548	–	–	0.01%	513
2023 Q4	$31.9K	Buy	548 +348	+174%	+$18.6K	0.01%	518
2023 Q3	$10.4K	Hold	200	–	–	﹤0.01%	737
2023 Q2	$11K	Hold	200	–	–	﹤0.01%	719
2023 Q1	$10.5K	Buy	+200	New	+$10.6K	﹤0.01%	719
2022 Q2	–	Sell	-2,160	Closed	-$128K	–	1261
2022 Q1	$128K	Hold	2,160	–	–	0.03%	239
2021 Q4	$138K	Hold	2,160	–	–	0.04%	226
2021 Q3	$128K	Hold	2,160	–	–	0.04%	213
2021 Q2	$128K	Hold	2,160	–	–	0.04%	210
2021 Q1	$119K	Sell	2,160 -624	-22%	-$33.9K	0.03%	199
2020 Q4	$143K	Hold	2,784	–	–	0.04%	149
2020 Q3	$124K	Buy	+2,784	New	+$121K	0.04%	150

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

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

Hexagon Capital Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.4% in Q2 2026, selling an estimated $660K and leaving 82,452 shares worth $6.64M. The position accounts for 0.93% of the portfolio, ranked #10.

Hexagon Capital Partners first reported a position in VO in Q3 2020 and has held it in 21 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hexagon Capital Partners held 82,452 shares of Vanguard Morningstar Mid-Cap ETF worth $6.64M as of Q2 2026.
Hexagon Capital Partners sold 8,508 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $660K.
Vanguard Morningstar Mid-Cap ETF made up 0.93% of Hexagon Capital Partners's portfolio in Q2 2026, its #10 holding.
Hexagon Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 21 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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