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

Matters Capital’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	$363K	Buy	4,510 +170	+4%	+$13.2K	0.25%	53
2026 Q1	$312K	Buy	+4,340	New	+$322K	0.28%	53

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Matters Capital's VO Position: Q2 2026 in Review

Matters Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,510 shares worth $363K. The position accounts for 0.25% of the portfolio, ranked #53.

Matters Capital first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Matters Capital held 4,510 shares of Vanguard Morningstar Mid-Cap ETF worth $363K as of Q2 2026.
Matters Capital bought 170 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of Matters Capital's portfolio in Q2 2026, its #53 holding.
Matters Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Matters Capital's 13F filing for Q2 2026, filed 12 Aug 2026.