HHCP
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Hilton Head Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hilton Head 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 		$124K Hold
1,540
– – 0.06% 188
2026
Q1 		$110K Buy
1,540
+148
+11% +$11K 0.06% 188
2025
Q4 		$101K Buy
+1,392
New +$101K 0.06% 196

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Morgan Stanley
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Creative Planning
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Raymond James Financial
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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Hilton Head Capital Partners's VO Position: Q2 2026 in Review

Hilton Head Capital Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,540 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #188.

Hilton Head Capital Partners first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hilton Head Capital Partners held 1,540 shares of Vanguard Morningstar Mid-Cap ETF worth $124K as of Q2 2026.
  • Hilton Head Capital Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Hilton Head Capital Partners's portfolio in Q2 2026, its #188 holding.
  • Hilton Head Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.