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

Morton 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	$417K	Sell	5,171 -2,413	-32%	-$187K	0.06%	94
2026 Q1	$544K	Buy	7,584 +2,452	+48%	+$182K	0.08%	70
2025 Q4	$372K	Hold	5,132	–	–	0.06%	84
2025 Q3	$377K	Hold	5,132	–	–	0.06%	82
2025 Q2	$359K	Hold	5,132	–	–	0.06%	85
2025 Q1	$332K	Hold	5,132	–	–	0.06%	82
2024 Q4	$339K	Hold	5,132	–	–	0.06%	82
2024 Q3	$338K	Sell	5,132 -1,036	-17%	-$65K	0.07%	79
2024 Q2	$373K	Buy	6,168 +1,204	+24%	+$73.2K	0.09%	71
2024 Q1	$310K	Sell	4,964 -412	-8%	-$24.3K	0.08%	76
2023 Q4	$313K	Buy	5,376 +712	+15%	+$38K	0.09%	76
2023 Q3	$243K	Buy	4,664 +220	+5%	+$12.1K	0.09%	77
2023 Q2	$245K	Hold	4,444	–	–	0.08%	79
2023 Q1	$234K	Hold	4,444	–	–	0.08%	80
2022 Q4	$226K	Hold	4,444	–	–	0.09%	76
2022 Q3	$209K	Hold	4,444	–	–	0.1%	77
2022 Q2	$219K	Hold	4,444	–	–	0.1%	77
2022 Q1	$264K	Hold	4,444	–	–	0.11%	67
2021 Q4	$283K	Buy	+4,444	New	+$279K	0.11%	72

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

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

Morton Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 32% in Q2 2026, selling an estimated $187K and leaving 5,171 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #94.

Morton Capital Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $544K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Morton Capital Management held 5,171 shares of Vanguard Morningstar Mid-Cap ETF worth $417K as of Q2 2026.
Morton Capital Management sold 2,413 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $187K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Morton Capital Management's portfolio in Q2 2026, its #94 holding.
Morton Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $544K in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.