Murphy & Mullick Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Murphy & Mullick 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 Q3	$1.1M	Sell	14,072 -28	-0.2%	-$2.28K	0.68%	42
2026 Q2	$1.14M	Sell	14,100 -24	-0.2%	-$1.86K	0.7%	40
2026 Q1	$1.01M	Sell	14,124 -292	-2%	-$21.7K	0.75%	35
2025 Q4	$1.05M	Sell	14,416 -412	-3%	-$30K	0.75%	30
2025 Q3	$1.09M	Hold	14,828	–	–	0.81%	27
2025 Q2	$1.06M	Sell	14,828 -24	-0.2%	-$1.58K	0.86%	29
2025 Q1	$960K	Sell	14,852 -1,152	-7%	-$77.3K	0.93%	25
2024 Q4	$1.06M	Buy	+16,004	New	+$1.09M	0.97%	22

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Murphy & Mullick Capital Management's VO Position: Q3 2026 in Review

Murphy & Mullick Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q3 2026, selling an estimated $2.28K and leaving 14,072 shares worth $1.1M. The position accounts for 0.68% of the portfolio, ranked #42.

Murphy & Mullick Capital Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 1,664 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Murphy & Mullick Capital Management held 14,072 shares of Vanguard Morningstar Mid-Cap ETF worth $1.1M as of Q3 2026.
Murphy & Mullick Capital Management sold 28 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.28K.
Vanguard Morningstar Mid-Cap ETF made up 0.68% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #42 holding.
Murphy & Mullick Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Murphy & Mullick Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.14M in Q2 2026.
1,664 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.