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Money Concepts Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Money Concepts Capital’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 		$505K Buy
6,269
+1,169
+23% +$90.6K 0.02% 415
2026
Q1 		$366K Buy
5,100
+668
+15% +$49.6K 0.02% 429
2025
Q4 		$322K Sell
4,432
-372
-8% -$27.1K 0.02% 413
2025
Q3 		$353K Buy
4,804
+176
+4% +$12.6K 0.02% 365
2025
Q2 		$324K Buy
4,628
+212
+5% +$13.9K 0.02% 363
2025
Q1 		$286K Buy
4,416
+552
+14% +$37K 0.02% 362
2024
Q4 		$255K Buy
3,864
+340
+10% +$23.1K 0.02% 367
2024
Q3 		$232K Sell
3,524
-492
-12% -$30.9K 0.02% 378
2024
Q2 		$243K Hold
4,016
– – 0.02% 350
2024
Q1 		$251K Buy
4,016
+236
+6% +$13.9K 0.02% 354
2023
Q4 		$220K Buy
+3,780
New +$202K 0.02% 361
2023
Q2 		– Sell
-173,476
Closed -$329K – 492
2023
Q1 		$329K Buy
173,476
+156,364
+914% +$8.32M 0.02% 346
2022
Q4 		$872K Buy
+17,112
New +$872K 0.04% 322
2022
Q3 		– Sell
-252
Closed -$13K – 1671
2022
Q2 		$13K Sell
252
-16,424
-98% -$887K ﹤0.01% 985
2022
Q1 		$992K Buy
16,676
+16,476
+8,238% +$967K 0.06% 299
2021
Q4 		$13K Buy
+200
New +$12.5K ﹤0.01% 669
2021
Q1 		$324K Buy
+5,864
New +$318K 0.03% 393

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Money Concepts Capital's VO Position: Q2 2026 in Review

Money Concepts Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2026, buying an estimated $90.6K and bringing the position to 6,269 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #415.

Money Concepts Capital first reported a position in VO in Q1 2021 and has held it in 17 quarters since. The position peaked at $992K in Q1 2022. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Money Concepts Capital held 6,269 shares of Vanguard Morningstar Mid-Cap ETF worth $505K as of Q2 2026.
  • Money Concepts Capital bought 1,169 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $90.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #415 holding.
  • Money Concepts Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • Money Concepts Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $992K in Q1 2022.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.