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Matrix Private Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Matrix Private Capital Group’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
Q1 		$869K Sell
12,108
-1,984
-14% -$147K 0.42% 44
2025
Q4 		$1.02M Buy
14,092
+200
+1% +$14.5K 0.52% 35
2025
Q3 		$1.02M Buy
13,892
+396
+3% +$28.4K 0.54% 34
2025
Q2 		$948K Hold
13,496
– – 0.56% 34
2025
Q1 		$873K Hold
13,496
– – 0.52% 37
2024
Q4 		$891K Hold
13,496
– – 0.51% 37
2024
Q3 		$890K Hold
13,496
– – 0.51% 37
2024
Q2 		$820K Buy
13,496
+1,300
+11% +$79K 0.52% 36
2024
Q1 		$762K Buy
12,196
+1,032
+9% +$61K 0.52% 38
2023
Q4 		$649K Buy
11,164
+240
+2% +$12.8K 0.49% 39
2023
Q3 		$569K Buy
10,924
+360
+3% +$19.7K 0.42% 45
2023
Q2 		$581K Sell
10,564
-224
-2% -$11.7K 0.43% 47
2023
Q1 		$569K Sell
10,788
-4,212
-28% -$224K 0.39% 50
2022
Q4 		$764K Buy
15,000
+1,320
+10% +$67.2K 0.5% 42
2022
Q3 		$643K Sell
13,680
-3,744
-21% -$196K 0.44% 47
2022
Q2 		$858K Sell
17,424
-972
-5% -$52.5K 0.49% 46
2022
Q1 		$1.09M Buy
18,396
+84
+0.5% +$4.93K 0.53% 39
2021
Q4 		$1.17M Buy
18,312
+3,260
+22% +$204K 0.55% 39
2021
Q3 		$891K Buy
15,052
+52
+0.3% +$3.14K 0.47% 49
2021
Q2 		$890K Buy
15,000
+452
+3% +$26.2K 0.49% 49
2021
Q1 		$805K Sell
14,548
-504
-3% -$27.4K 0.48% 51
2020
Q4 		$778K Buy
15,052
+20
+0.1% +$968 0.56% 47
2020
Q3 		$662K Hold
15,032
– – 0.67% 42
2020
Q2 		$616K Buy
15,032
+584
+4% +$22.4K 0.68% 44
2020
Q1 		$475K Sell
14,448
-916
-6% -$37.9K 0.68% 45
2019
Q4 		$684K Buy
+15,364
New +$660K 0.72% 45

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Matrix Private Capital Group's VO Position: Q1 2026 in Review

Matrix Private Capital Group reduced its Vanguard Mid-Cap ETF (VO) stake by 14% in Q1 2026, selling an estimated $147K and leaving 12,108 shares worth $869K. The position accounts for 0.42% of the portfolio, ranked #44.

Matrix Private Capital Group first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Matrix Private Capital Group held 12,108 shares of Vanguard Mid-Cap ETF worth $869K as of Q1 2026.
  • Matrix Private Capital Group sold 1,984 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $147K.
  • Vanguard Mid-Cap ETF made up 0.42% of Matrix Private Capital Group's portfolio in Q1 2026, its #44 holding.
  • Matrix Private Capital Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's Vanguard Mid-Cap ETF position peaked at $1.17M in Q4 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.