MontVue Capital Management’s Vanguard Morningstar 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

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 22.9% 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

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

MontVue Capital Management held its Vanguard Morningstar 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. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MontVue Capital Management held 6,284 shares of Vanguard Morningstar Mid-Cap ETF worth $506K as of Q2 2026.
MontVue Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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