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

MontVue 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	$506K	Hold	6,284	–	–	0.29%	44
2026 Q1	$451K	Hold	6,284	–	–	0.31%	41
2025 Q4	$456K	Hold	6,284	–	–	0.3%	42
2025 Q3	$461K	Hold	6,284	–	–	0.31%	42
2025 Q2	$440K	Hold	6,284	–	–	0.31%	43
2025 Q1	$406K	Hold	6,284	–	–	0.33%	41
2024 Q4	$415K	Hold	6,284	–	–	0.32%	41
2024 Q3	$414K	Hold	6,284	–	–	0.32%	42
2024 Q2	$380K	Sell	6,284 -220	-3%	-$13.4K	0.3%	42
2024 Q1	$406K	Hold	6,504	–	–	0.36%	36
2023 Q4	$378K	Buy	+6,504	New	+$347K	0.36%	37

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

MontVue Capital Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 6,284 shares worth $506K. The position accounts for 0.29% of the portfolio, ranked #44.

MontVue Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MontVue Capital Management held 6,284 shares of Vanguard Mid-Cap ETF worth $506K as of Q2 2026.
MontVue Capital Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.29% of MontVue Capital Management's portfolio in Q2 2026, its #44 holding.
MontVue Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,115 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.