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 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%	-$1.57K	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

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

Murphy & Mullick Capital Management's VO Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.17% in Q2 2026, selling an estimated $1.86K and leaving 14,100 shares worth $1.14M. The position accounts for 0.7% of the portfolio, ranked #40.

Murphy & Mullick Capital Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Murphy & Mullick Capital Management held 14,100 shares of Vanguard Morningstar Mid-Cap ETF worth $1.14M as of Q2 2026.
Murphy & Mullick Capital Management sold 24 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.86K.
Vanguard Morningstar Mid-Cap ETF made up 0.7% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #40 holding.
Murphy & Mullick Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.