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

Hurley Capital’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 		$25K Buy
310
+18
+6% +$1.4K 0.01% 246
2026
Q1 		$21K Hold
292
– – 0.01% 258
2025
Q4 		$21.1K Buy
292
+4
+1% +$291 0.01% 253
2025
Q3 		$21.2K Hold
288
– – 0.01% 280
2025
Q2 		$20.1K Sell
288
-2,260
-89% -$148K 0.01% 234
2025
Q1 		$165K Buy
2,548
+2,260
+785% +$152K 0.12% 89
2024
Q4 		$19.2K Buy
+288
New +$19.6K 0.02% 221

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Hurley Capital's VO Position: Q2 2026 in Review

Hurley Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.2% in Q2 2026, buying an estimated $1.4K and bringing the position to 310 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #246.

Hurley Capital first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $165K in Q1 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hurley Capital held 310 shares of Vanguard Morningstar Mid-Cap ETF worth $25K as of Q2 2026.
  • Hurley Capital bought 18 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Hurley Capital's portfolio in Q2 2026, its #246 holding.
  • Hurley Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Hurley Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $165K in Q1 2025.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.