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

Maryland 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 Q3	$99.1K	Hold	1,264	–	–	0.03%	112
2026 Q2	$102K	Buy	+1,264	New	+$98K	0.03%	110
2025 Q4	$91.7K	Hold	1,264	–	–	0.03%	112
2025 Q3	$92.8K	Hold	1,264	–	–	0.03%	111
2025 Q2	$88.4K	Hold	1,264	–	–	0.03%	111
2025 Q1	$81.7K	Hold	1,264	–	–	0.04%	101
2024 Q4	$83.5K	Hold	1,264	–	–	0.04%	105
2024 Q3	$83.4K	Hold	1,264	–	–	0.04%	102
2024 Q2	$76.5K	Hold	1,264	–	–	0.04%	105
2024 Q1	$79K	Buy	1,264 +76	+6%	+$4.49K	0.05%	98
2023 Q4	$69.1K	Hold	1,188	–	–	0.05%	96
2023 Q3	$61.8K	Hold	1,188	–	–	0.05%	98
2023 Q2	$65.4K	Hold	1,188	–	–	0.05%	97
2023 Q1	$62.6K	Hold	1,188	–	–	0.06%	95
2022 Q4	$60.5K	Hold	1,188	–	–	0.06%	98
2022 Q3	$56K	Hold	1,188	–	–	0.06%	87
2022 Q2	$59K	Hold	1,188	–	–	0.06%	86
2022 Q1	$71K	Hold	1,188	–	–	0.06%	81
2021 Q4	$76K	Buy	+1,188	New	+$74.5K	0.06%	77

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Maryland Capital Advisors's VO Position: Q3 2026 in Review

Maryland Capital Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 1,264 shares worth $99.1K. The position accounts for 0.03% of the portfolio, ranked #112.

Maryland Capital Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $102K in Q2 2026. 413 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Maryland Capital Advisors held 1,264 shares of Vanguard Morningstar Mid-Cap ETF worth $99.1K as of Q3 2026.
Maryland Capital Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Maryland Capital Advisors's portfolio in Q3 2026, its #112 holding.
Maryland Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Maryland Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $102K in Q2 2026.
413 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.