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Matrix Private Capital Group’s Vanguard Morningstar 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
Q2 		$1M Buy
12,428
+320
+3% +$24.8K 0.44% 41
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Matrix Private Capital Group's VO Position: Q2 2026 in Review

Matrix Private Capital Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, buying an estimated $24.8K and bringing the position to 12,428 shares worth $1M. The position accounts for 0.44% of the portfolio, ranked #41.

Matrix Private Capital Group first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q4 2021. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Matrix Private Capital Group held 12,428 shares of Vanguard Morningstar Mid-Cap ETF worth $1M as of Q2 2026.
  • Matrix Private Capital Group bought 320 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.44% of Matrix Private Capital Group's portfolio in Q2 2026, its #41 holding.
  • Matrix Private Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Matrix Private Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.17M in Q4 2021.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.