J2 Capital Management’s Vanguard Morningstar 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

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 22.9% 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

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

J2 Capital Management increased its Vanguard Morningstar 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. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

J2 Capital Management held 11,670 shares of Vanguard Morningstar Mid-Cap ETF worth $940K as of Q2 2026.
J2 Capital Management bought 486 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.7K.
Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
J2 Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.38M in Q4 2021.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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