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

Midwest Capital Advisors’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	$259K	Hold	3,212	–	–	0.11%	51
2026 Q1	$231K	Sell	3,212 -288	-8%	-$21.4K	0.11%	50
2025 Q4	$254K	Buy	3,500 +12	+0.3%	+$873	0.12%	47
2025 Q3	$256K	Hold	3,488	–	–	0.12%	45
2025 Q2	$244K	Sell	3,488 -2,420	-41%	-$159K	0.13%	45
2025 Q1	$382K	Sell	5,908 -1,196	-17%	-$80.3K	0.23%	39
2024 Q4	$469K	Buy	+7,104	New	+$482K	0.34%	34

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

Midwest Capital Advisors's VO Position: Q2 2026 in Review

Midwest Capital Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,212 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #51.

Midwest Capital Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Midwest Capital Advisors held 3,212 shares of Vanguard Morningstar Mid-Cap ETF worth $259K as of Q2 2026.
Midwest Capital Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Midwest Capital Advisors's portfolio in Q2 2026, its #51 holding.
Midwest Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $469K in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.