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

MV 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	$86.4K	Hold	1,072	–	–	0.01%	267
2026 Q1	$77K	Buy	1,072 +1,000	+1,389%	+$74.3K	0.01%	271
2025 Q4	$5.22K	Hold	72	–	–	﹤0.01%	602
2025 Q3	$5.29K	Hold	72	–	–	﹤0.01%	597
2025 Q2	$5.04K	Hold	72	–	–	﹤0.01%	607
2025 Q1	$4.66K	Hold	72	–	–	﹤0.01%	623
2024 Q4	$4.75K	Hold	72	–	–	﹤0.01%	612
2024 Q3	$4.75K	Hold	72	–	–	﹤0.01%	632
2024 Q2	$4.36K	Hold	72	–	–	﹤0.01%	615
2024 Q1	$4.5K	Hold	72	–	–	﹤0.01%	612
2023 Q4	$4.19K	Hold	72	–	–	﹤0.01%	608
2023 Q3	$3.75K	Hold	72	–	–	﹤0.01%	611
2023 Q2	$3.96K	Hold	72	–	–	﹤0.01%	608
2023 Q1	$3.8K	Hold	72	–	–	﹤0.01%	615
2022 Q4	$3.67K	Hold	72	–	–	﹤0.01%	585
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	604
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	589
2022 Q1	$4K	Hold	72	–	–	﹤0.01%	623
2021 Q4	$5K	Hold	72	–	–	﹤0.01%	602
2021 Q3	$4K	Buy	+72	New	+$4.35K	﹤0.01%	627
2020 Q2	–	Sell	-96	Closed	-$3K	–	359
2020 Q1	$3K	Hold	96	–	–	﹤0.01%	277
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	304
2019 Q3	$4K	Buy	+96	New	+$4.01K	﹤0.01%	301

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

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

MV Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,072 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #267.

MV Capital Management first reported a position in VO in Q3 2019 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MV Capital Management held 1,072 shares of Vanguard Morningstar Mid-Cap ETF worth $86.4K as of Q2 2026.
MV Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #267 holding.
MV Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 23 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.