MIG
VO icon

McGuire Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McGuire Investment 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 		$991K Buy
12,295
+199
+2% +$15.4K 0.09% 82
2026
Q1 		$868K Buy
12,096
+476
+4% +$35.4K 0.1% 74
2025
Q4 		$843K Sell
11,620
-104
-0.9% -$7.57K 0.09% 75
2025
Q3 		$861K Sell
11,724
-68
-0.6% -$4.88K 0.1% 72
2025
Q2 		$825K Buy
11,792
+484
+4% +$31.8K 0.11% 70
2025
Q1 		$731K Buy
11,308
+3,708
+49% +$249K 0.11% 71
2024
Q4 		$502K Buy
7,600
+332
+5% +$22.5K 0.07% 81
2024
Q3 		$479K Buy
7,268
+152
+2% +$9.54K 0.07% 85
2024
Q2 		$431K Buy
7,116
+32
+0.5% +$1.95K 0.06% 86
2024
Q1 		$443K Buy
7,084
+648
+10% +$38.3K 0.06% 89
2023
Q4 		$374K Buy
6,436
+1,240
+24% +$66.3K 0.06% 85
2023
Q3 		$271K Buy
5,196
+180
+4% +$9.87K 0.05% 93
2023
Q2 		$276K Sell
5,016
-3,180
-39% -$167K 0.05% 98
2023
Q1 		$432K Buy
8,196
+276
+3% +$14.7K 0.09% 81
2022
Q4 		$404K Buy
7,920
+328
+4% +$16.7K 0.09% 86
2022
Q3 		$357K Buy
7,592
+680
+10% +$35.5K 0.08% 84
2022
Q2 		$340K Buy
6,912
+144
+2% +$7.78K 0.07% 86
2022
Q1 		$402K Buy
6,768
+1,096
+19% +$64.3K 0.07% 84
2021
Q4 		$361K Sell
5,672
-440
-7% -$27.6K 0.06% 91
2021
Q3 		$362K Hold
6,112
– – 0.07% 88
2021
Q2 		$363K Sell
6,112
-4,436
-42% -$257K 0.07% 88
2021
Q1 		$584K Hold
10,548
– – 0.12% 70
2020
Q4 		$545K Sell
10,548
-280
-3% -$13.6K 0.14% 67
2020
Q3 		$477K Sell
10,828
-116
-1% -$5.05K 0.14% 62
2020
Q2 		$448K Hold
10,944
– – 0.16% 57
2020
Q1 		$360K Sell
10,944
-58,948
-84% -$2.44M 0.15% 59
2019
Q4 		$3.11M Sell
69,892
-472
-0.7% -$20.3K 0.92% 40
2019
Q3 		$2.95M Buy
70,364
+228
+0.3% +$9.53K 0.97% 39
2019
Q2 		$2.93M Buy
70,136
+1,404
+2% +$57.5K 0.93% 39
2019
Q1 		$2.76M Buy
68,732
+776
+1% +$29.8K 0.91% 41
2018
Q4 		$2.35M Buy
67,956
+36
+0.1% +$1.35K 0.89% 42
2018
Q3 		$2.79M Buy
+67,920
New +$2.77M 0.92% 41

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

McGuire Investment Group's VO Position: Q2 2026 in Review

McGuire Investment Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 12,295 shares worth $991K. The position accounts for 0.09% of the portfolio, ranked #82.

McGuire Investment Group first reported a position in VO in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.11M in Q4 2019. 1,721 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • McGuire Investment Group held 12,295 shares of Vanguard Morningstar Mid-Cap ETF worth $991K as of Q2 2026.
  • McGuire Investment Group bought 199 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of McGuire Investment Group's portfolio in Q2 2026, its #82 holding.
  • McGuire Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • McGuire Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.11M in Q4 2019.
  • 1,721 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.