Madison Park Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Madison Park Capital Advisors’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	$392K	Sell	3,277 -1,171	-26%	-$90.8K	0.28%	43
2026 Q1	$319K	Buy	4,448 +52	+1%	+$3.86K	0.25%	43
2025 Q4	$319K	Buy	4,396 +208	+5%	+$15.1K	0.26%	45
2025 Q3	$308K	Buy	4,188 +168	+4%	+$12.1K	0.25%	43
2025 Q2	$281K	Buy	4,020 +76	+2%	+$4.99K	0.24%	47
2025 Q1	$255K	Buy	3,944 +20	+0.5%	+$1.34K	0.22%	50
2024 Q4	$259K	Sell	3,924 -1,932	-33%	-$131K	0.21%	51
2024 Q3	$386K	Buy	5,856 +60	+1%	+$3.77K	0.29%	48
2024 Q2	$351K	Hold	5,796	–	–	0.29%	47
2024 Q1	$362K	Buy	5,796 +44	+0.8%	+$2.6K	0.32%	45
2023 Q4	$335K	Buy	+5,752	New	+$307K	0.32%	41

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

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

MPWT

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Madison Park Capital Advisors's VO Position: Q2 2026 in Review

Madison Park Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 26% in Q2 2026, selling an estimated $90.8K and leaving 3,277 shares worth $392K. The position accounts for 0.28% of the portfolio, ranked #43.

Madison Park Capital Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Madison Park Capital Advisors held 3,277 shares of Vanguard Morningstar Mid-Cap ETF worth $392K as of Q2 2026.
Madison Park Capital Advisors sold 1,171 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $90.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Madison Park Capital Advisors's portfolio in Q2 2026, its #43 holding.
Madison Park Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.