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

Interchange 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	$1.66M	Sell	20,600 -1,428	-6%	-$111K	0.31%	74
2026 Q1	$1.42M	Buy	22,028 +948	+4%	+$70.4K	0.45%	58
2025 Q4	$1.53M	Sell	21,080 -464	-2%	-$33.8K	0.28%	73
2025 Q3	$1.58M	Buy	21,544 +340	+2%	+$24.4K	0.31%	65
2025 Q2	$1.48M	Sell	21,204 -824	-4%	-$54.1K	0.34%	57
2025 Q1	$1.42M	Sell	22,028 -40	-0.2%	-$2.68K	0.4%	56
2024 Q4	$1.46M	Sell	22,068 -156	-0.7%	-$10.6K	0.53%	55
2024 Q3	$1.47M	Sell	22,224 -400	-2%	-$25.1K	0.52%	52
2024 Q2	$1.37M	Buy	22,624 +8,084	+56%	+$491K	0.5%	52
2024 Q1	$910K	Buy	14,540 +540	+4%	+$31.9K	0.61%	43
2023 Q4	$810K	Buy	14,000 +1,372	+11%	+$73.3K	0.61%	41
2023 Q3	$657K	Buy	12,628 +36	+0.3%	+$1.97K	0.52%	45
2023 Q2	$693K	Sell	12,592 -9,468	-43%	-$496K	0.53%	48
2023 Q1	$1.16M	Buy	22,060 +10,388	+89%	+$553K	0.63%	43
2022 Q4	$595K	Sell	11,672 -1,120	-9%	-$57K	0.61%	39
2022 Q3	$601K	Sell	12,792 -464	-4%	-$24.2K	0.66%	37
2022 Q2	$652K	Buy	13,256 +3,428	+35%	+$185K	0.73%	33
2022 Q1	$584K	Buy	9,828 +704	+8%	+$41.3K	0.6%	48
2021 Q4	$581K	Sell	9,124 -8,960	-50%	-$562K	0.58%	48
2021 Q3	$1.07M	Sell	18,084 -1,668	-8%	-$101K	1.79%	16
2021 Q2	$1.17M	Sell	19,752 -14,792	-43%	-$857K	1.81%	17
2021 Q1	$2.03M	Sell	34,544 -8,868	-20%	-$481K	1.1%	12
2020 Q4	$2.24M	Buy	+43,412	New	+$2.1M	1.22%	9

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

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

Interchange Capital Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, selling an estimated $111K and leaving 20,600 shares worth $1.66M. The position accounts for 0.31% of the portfolio, ranked #74.

Interchange Capital Partners first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.24M in Q4 2020. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Interchange Capital Partners held 20,600 shares of Vanguard Morningstar Mid-Cap ETF worth $1.66M as of Q2 2026.
Interchange Capital Partners sold 1,428 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $111K.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Interchange Capital Partners's portfolio in Q2 2026, its #74 holding.
Interchange Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Interchange Capital Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $2.24M in Q4 2020.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.