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

Mendel Capital Management’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	$269K	Buy	3,339 +3	+0.1%	+$233	0.12%	87
2026 Q1	$239K	Buy	+3,336	New	+$248K	0.12%	90
2025 Q3	$244K	Hold	3,328	–	–	0.13%	88
2025 Q2	$233K	Sell	3,328 -400	-11%	-$26.3K	0.13%	87
2025 Q1	$241K	Hold	3,728	–	–	0.15%	85
2024 Q4	$246K	Sell	3,728 -48	-1%	-$3.26K	0.15%	81
2024 Q3	$249K	Sell	3,776 -324	-8%	-$20.3K	0.15%	85
2024 Q2	$248K	Hold	4,100	–	–	0.16%	88
2024 Q1	$256K	Hold	4,100	–	–	0.17%	86
2023 Q4	$238K	Hold	4,100	–	–	0.17%	82
2023 Q3	$213K	Hold	4,100	–	–	0.18%	84
2023 Q2	$226K	Hold	4,100	–	–	0.18%	82
2023 Q1	$216K	Buy	+4,100	New	+$218K	0.2%	80

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Mendel Capital Management's VO Position: Q2 2026 in Review

Mendel Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 3,339 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #87.

Mendel Capital Management first reported a position in VO in Q1 2023 and has held it in 13 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mendel Capital Management held 3,339 shares of Vanguard Morningstar Mid-Cap ETF worth $269K as of Q2 2026.
Mendel Capital Management bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Mendel Capital Management's portfolio in Q2 2026, its #87 holding.
Mendel Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.