JCM
VO icon

J2 Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

J2 Capital Management’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 		$940K Buy
11,670
+486
+4% +$37.7K 0.63% 24
2026
Q1 		$803K Buy
11,184
+1,248
+13% +$92.7K 0.55% 30
2025
Q4 		$721K Buy
9,936
+296
+3% +$21.5K 0.53% 38
2025
Q3 		$708K Sell
9,640
-584
-6% -$41.9K 0.53% 37
2025
Q2 		$715K Buy
10,224
+148
+1% +$9.71K 0.57% 34
2025
Q1 		$651K Buy
10,076
+720
+8% +$48.3K 0.6% 26
2024
Q4 		$618K Buy
+9,356
New +$635K 0.58% 32
2023
Q3 		$566K Sell
10,864
-108
-1% -$5.92K 0.72% 31
2023
Q2 		$604K Buy
+10,972
New +$575K 0.72% 29
2022
Q3 		– Sell
-20,656
Closed -$1.02M – 102
2022
Q2 		$1.02M Sell
20,656
-852
-4% -$46K 1.55% 20
2022
Q1 		$1.28M Sell
21,508
-136
-0.6% -$7.98K 1.4% 20
2021
Q4 		$1.38M Buy
+21,644
New +$1.36M 1.31% 18

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

J2 Capital Management's VO Position: Q2 2026 in Review

J2 Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $37.7K and bringing the position to 11,670 shares worth $940K. The position accounts for 0.63% of the portfolio, ranked #24.

J2 Capital Management first reported a position in VO in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.38M in Q4 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • J2 Capital Management held 11,670 shares of Vanguard Mid-Cap ETF worth $940K as of Q2 2026.
  • J2 Capital Management bought 486 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $37.7K.
  • Vanguard Mid-Cap ETF made up 0.63% of J2 Capital Management's portfolio in Q2 2026, its #24 holding.
  • J2 Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • J2 Capital Management's Vanguard Mid-Cap ETF position peaked at $1.38M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.