HCMT
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Highland Capital Management (Tennessee)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Highland Capital Management (Tennessee)’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 		$2.62M Sell
32,540
-48
-0.1% -$3.72K 0.12% 163
2026
Q1 		$2.34M Sell
32,588
-252
-0.8% -$18.7K 0.12% 156
2025
Q4 		$2.38M Hold
32,840
– – 0.12% 158
2025
Q3 		$2.41M Buy
32,840
+180
+0.6% +$12.9K 0.12% 163
2025
Q2 		$2.28M Hold
32,660
– – 0.12% 158
2025
Q1 		$2.11M Buy
32,660
+3,288
+11% +$221K 0.13% 155
2024
Q4 		$1.94M Sell
29,372
-1,020
-3% -$69.2K 0.11% 158
2024
Q3 		$2M Buy
30,392
+2,528
+9% +$159K 0.11% 167
2024
Q2 		$1.69M Sell
27,864
-2,260
-8% -$137K 0.1% 182
2024
Q1 		$1.88M Buy
30,124
+344
+1% +$20.3K 0.11% 177
2023
Q4 		$1.73M Sell
29,780
-96
-0.3% -$5.13K 0.11% 188
2023
Q3 		$1.56M Buy
29,876
+440
+1% +$24.1K 0.11% 186
2023
Q2 		$1.62M Buy
29,436
+396
+1% +$20.8K 0.11% 190
2023
Q1 		$1.53M Buy
29,040
+3,068
+12% +$163K 0.11% 160
2022
Q4 		$1.32M Sell
25,972
-3,456
-12% -$176K 0.09% 209
2022
Q3 		$1.38M Buy
29,428
+540
+2% +$28.2K 0.11% 188
2022
Q2 		$1.42M Buy
28,888
+400
+1% +$21.6K 0.1% 198
2022
Q1 		$1.69M Buy
28,488
+5,628
+25% +$330K 0.1% 198
2021
Q4 		$1.46M Buy
22,860
+260
+1% +$16.3K 0.08% 219
2021
Q3 		$1.34M Buy
22,600
+4,340
+24% +$262K 0.08% 223
2021
Q2 		$1.08M Sell
18,260
-12,988
-42% -$753K 0.06% 227
2021
Q1 		$1.73M Buy
31,248
+4,828
+18% +$262K 0.11% 201
2020
Q4 		$1.37M Buy
26,420
+5,496
+26% +$266K 0.09% 213
2020
Q3 		$922K Buy
20,924
+444
+2% +$19.3K 0.07% 220
2020
Q2 		$839K Buy
20,480
+388
+2% +$14.9K 0.07% 223
2020
Q1 		$661K Buy
20,092
+400
+2% +$16.6K 0.06% 226
2019
Q4 		$877K Buy
19,692
+60
+0.3% +$2.58K 0.06% 235
2019
Q3 		$823K Buy
19,632
+13,900
+242% +$581K 0.06% 235
2019
Q2 		$240K Buy
+5,732
New +$235K 0.02% 289
2015
Q4 		– Sell
-4,800
Closed -$140K – 558
2015
Q3 		$140K Hold
4,800
– – 0.01% 311
2015
Q2 		$153K Buy
+4,800
New +$156K 0.01% 317

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Highland Capital Management (Tennessee)'s VO Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.15% in Q2 2026, selling an estimated $3.72K and leaving 32,540 shares worth $2.62M. The position accounts for 0.12% of the portfolio, ranked #163.

Highland Capital Management (Tennessee) first reported a position in VO in Q2 2015 and has held it in 31 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Highland Capital Management (Tennessee) held 32,540 shares of Vanguard Morningstar Mid-Cap ETF worth $2.62M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 48 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.72K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #163 holding.
  • Highland Capital Management (Tennessee) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2015 and has held it in 31 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.