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Money Concepts Capital’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Money Concepts Capital's VO Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard Mid-Cap ETF (VO) stake by 15% in Q1 2026, buying an estimated $49.6K and bringing the position to 5,100 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #429.

Money Concepts Capital first reported a position in VO in Q1 2021 and has held it in 16 quarters since. The position peaked at $992K in Q1 2022. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Money Concepts Capital held 5,100 shares of Vanguard Mid-Cap ETF worth $366K as of Q1 2026.
  • Money Concepts Capital bought 668 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $49.6K.
  • Vanguard Mid-Cap ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #429 holding.
  • Money Concepts Capital first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 16 quarters since.
  • Money Concepts Capital's Vanguard Mid-Cap ETF position peaked at $992K in Q1 2022.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.