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

May Hill 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 Q1	$5.36M	Sell	74,664 -4,356	-6%	-$324K	1.35%	16
2025 Q4	$5.73M	Sell	79,020 -12,368	-14%	-$900K	1.55%	15
2025 Q3	$6.71M	Sell	91,388 -7,420	-8%	-$533K	1.97%	12
2025 Q2	$6.91M	Sell	98,808 -3,400	-3%	-$223K	2.28%	7
2025 Q1	$6.61M	Sell	102,208 -1,148	-1%	-$77K	2.49%	7
2024 Q4	$6.82M	Buy	+103,356	New	+$7.02M	2.64%	7

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

May Hill Capital's VO Position: Q1 2026 in Review

May Hill Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q1 2026, selling an estimated $324K and leaving 74,664 shares worth $5.36M. The position accounts for 1.35% of the portfolio, ranked #16.

May Hill Capital first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.91M in Q2 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

May Hill Capital held 74,664 shares of Vanguard Morningstar Mid-Cap ETF worth $5.36M as of Q1 2026.
May Hill Capital sold 4,356 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $324K.
Vanguard Morningstar Mid-Cap ETF made up 1.35% of May Hill Capital's portfolio in Q1 2026, its #16 holding.
May Hill Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
May Hill Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $6.91M in Q2 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.