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

Mitchell 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	$1.17M	Sell	14,484 -192	-1%	-$14.9K	0.18%	84
2026 Q1	$1.05M	Sell	14,676 -396	-3%	-$29.4K	0.19%	84
2025 Q4	$1.09M	Hold	15,072	–	–	0.2%	78
2025 Q3	$1.11M	Buy	15,072 +1,392	+10%	+$100K	0.19%	79
2025 Q2	$974K	Hold	13,680	–	–	0.18%	78
2025 Q1	$884K	Hold	13,680	–	–	0.17%	76
2024 Q4	$903K	Sell	13,680 -2,312	-14%	-$157K	0.16%	75
2024 Q3	$1.05M	Hold	15,992	–	–	0.18%	75
2024 Q2	$968K	Hold	15,992	–	–	0.17%	78
2024 Q1	$999K	Buy	15,992 +2,312	+17%	+$137K	0.19%	87
2023 Q4	$796K	Sell	13,680 -1,320	-9%	-$70.5K	0.17%	95
2023 Q3	$781K	Hold	15,000	–	–	0.19%	95
2023 Q2	$826K	Hold	15,000	–	–	0.19%	98
2023 Q1	$791K	Hold	15,000	–	–	0.2%	106
2022 Q4	$764K	Hold	15,000	–	–	0.21%	109
2022 Q3	$705K	Hold	15,000	–	–	0.2%	105
2022 Q2	$739K	Hold	15,000	–	–	0.21%	102
2022 Q1	$892K	Hold	15,000	–	–	0.2%	104
2021 Q4	$955K	Hold	15,000	–	–	0.19%	106
2021 Q3	$888K	Hold	15,000	–	–	0.2%	116
2021 Q2	$890K	Buy	15,000 +1,320	+10%	+$76.5K	0.2%	122
2021 Q1	$757K	Hold	13,680	–	–	0.18%	122
2020 Q4	$707K	Hold	13,680	–	–	0.18%	114
2020 Q3	$603K	Hold	13,680	–	–	0.18%	117
2020 Q2	$561K	Hold	13,680	–	–	0.18%	109
2020 Q1	$450K	Hold	13,680	–	–	0.18%	110
2019 Q4	$609K	Buy	+13,680	New	+$587K	0.19%	106

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

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

Mitchell Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $14.9K and leaving 14,484 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #84.

Mitchell Capital Management first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mitchell Capital Management held 14,484 shares of Vanguard Morningstar Mid-Cap ETF worth $1.17M as of Q2 2026.
Mitchell Capital Management sold 192 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Mitchell Capital Management's portfolio in Q2 2026, its #84 holding.
Mitchell Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.