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

Lincoln Capital Corp’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	$2.09M	Sell	25,963 -13	-0.1%	-$1.01K	0.68%	38
2026 Q1	$1.86M	Sell	25,976 -64	-0.2%	-$4.75K	0.69%	38
2025 Q4	$1.89M	Sell	26,040 -264	-1%	-$19.2K	0.67%	37
2025 Q3	$1.93M	Sell	26,304 -196	-0.7%	-$14.1K	0.69%	37
2025 Q2	$1.85M	Sell	26,500 -140	-0.5%	-$9.19K	0.71%	38
2025 Q1	$1.72M	Buy	26,640 +400	+2%	+$26.8K	0.72%	38
2024 Q4	$1.73M	Sell	26,240 -88	-0.3%	-$5.97K	0.71%	36
2024 Q3	$1.74M	Sell	26,328 -1,700	-6%	-$107K	0.71%	35
2024 Q2	$1.7M	Sell	28,028 -112	-0.4%	-$6.81K	0.73%	36
2024 Q1	$1.76M	Hold	28,140	–	–	0.77%	31
2023 Q4	$1.64M	Sell	28,140 -224	-0.8%	-$12K	0.8%	28
2023 Q3	$1.48M	Buy	28,364 +1,692	+6%	+$92.8K	0.8%	31
2023 Q2	$1.47M	Sell	26,672 -940	-3%	-$49.3K	0.75%	31
2023 Q1	$1.46M	Buy	27,612 +2,248	+9%	+$120K	0.84%	29
2022 Q4	$1.29M	Sell	25,364 -768	-3%	-$39.1K	0.79%	29
2022 Q3	$1.23M	Buy	26,132 +1,104	+4%	+$57.7K	0.82%	30
2022 Q2	$1.23M	Hold	25,028	–	–	0.79%	29
2022 Q1	$1.49M	Sell	25,028 -8	-0%	-$469	0.78%	30
2021 Q4	$1.59M	Sell	25,036 -24	-0.1%	-$1.5K	0.77%	31
2021 Q3	$1.48M	Sell	25,060 -272	-1%	-$16.4K	0.8%	31
2021 Q2	$1.5M	Sell	25,332 -148	-0.6%	-$8.58K	0.86%	28
2021 Q1	$1.41M	Sell	25,480 -1,100	-4%	-$59.7K	0.88%	26
2020 Q4	$1.37M	Sell	26,580 -1,640	-6%	-$79.4K	0.9%	27
2020 Q3	$1.24M	Sell	28,220 -84	-0.3%	-$3.66K	0.91%	29
2020 Q2	$1.16M	Buy	28,304 +3,748	+15%	+$144K	0.91%	28
2020 Q1	$808	Buy	+24,556	New	+$1.02M	0.36%	29

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Lincoln Capital Corp's VO Position: Q2 2026 in Review

Lincoln Capital Corp reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, selling an estimated $1.01K and leaving 25,963 shares worth $2.09M. The position accounts for 0.68% of the portfolio, ranked #38.

Lincoln Capital Corp first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 1,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lincoln Capital Corp held 25,963 shares of Vanguard Morningstar Mid-Cap ETF worth $2.09M as of Q2 2026.
Lincoln Capital Corp sold 13 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.01K.
Vanguard Morningstar Mid-Cap ETF made up 0.68% of Lincoln Capital Corp's portfolio in Q2 2026, its #38 holding.
Lincoln Capital Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.