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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Maryland Capital Advisors's VO Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 1,264 shares worth $102K. The stake represents 0.03% of the portfolio and ranks #110 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in VO as recently as Q4 2025.

Maryland Capital Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Maryland Capital Advisors held 1,264 shares of Vanguard Morningstar Mid-Cap ETF worth $102K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Maryland Capital Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Maryland Capital Advisors's portfolio in Q2 2026, its #110 holding.
Maryland Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.