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

MidAtlantic 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	$1.33M	Sell	16,470 -9,758	-37%	-$757K	0.82%	29
2026 Q1	$1.88M	Buy	26,228 +972	+4%	+$72.2K	1.3%	22
2025 Q4	$1.83M	Sell	25,256 -216	-0.8%	-$15.7K	1.17%	23
2025 Q3	$1.87M	Hold	25,472	–	–	1.28%	20
2025 Q2	$1.78M	Buy	25,472 +628	+3%	+$41.2K	1.26%	21
2025 Q1	$1.61M	Buy	24,844 +5,612	+29%	+$377K	1.26%	22
2024 Q4	$1.27M	Sell	19,232 -544	-3%	-$36.9K	0.93%	27
2024 Q3	$1.3M	Buy	19,776 +428	+2%	+$26.9K	0.95%	24
2024 Q2	$1.17M	Sell	19,348 -64	-0.3%	-$3.89K	0.98%	22
2024 Q1	$1.21M	Sell	19,412 -464	-2%	-$27.4K	1.06%	19
2023 Q4	$1.16M	Buy	+19,876	New	+$1.06M	1.12%	18

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

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

MidAtlantic Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 37% in Q2 2026, selling an estimated $757K and leaving 16,470 shares worth $1.33M. The position accounts for 0.82% of the portfolio, ranked #29.

MidAtlantic Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MidAtlantic Capital Management held 16,470 shares of Vanguard Morningstar Mid-Cap ETF worth $1.33M as of Q2 2026.
MidAtlantic Capital Management sold 9,758 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $757K.
Vanguard Morningstar Mid-Cap ETF made up 0.82% of MidAtlantic Capital Management's portfolio in Q2 2026, its #29 holding.
MidAtlantic Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.88M in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.