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Naples Global Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Naples Global Advisors’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 		$539K Buy
6,692
+96
+1% +$7.44K 0.03% 326
2026
Q1 		$474K Hold
6,596
– – 0.03% 334
2025
Q4 		$479K Hold
6,596
– – 0.04% 333
2025
Q3 		$486K Hold
6,596
– – 0.04% 320
2025
Q2 		$463K Sell
6,596
-36
-0.5% -$2.36K 0.04% 313
2025
Q1 		$429K Buy
6,632
+136
+2% +$9.13K 0.04% 318
2024
Q4 		$429K Sell
6,496
-3,920
-38% -$266K 0.04% 316
2024
Q3 		$687K Hold
10,416
– – 0.06% 260
2024
Q2 		$633K Buy
10,416
+100
+1% +$6.08K 0.06% 255
2024
Q1 		$644K Hold
10,316
– – 0.07% 258
2023
Q4 		$600K Buy
10,316
+2,200
+27% +$118K 0.07% 263
2023
Q3 		$423K Buy
8,116
+20
+0.2% +$1.1K 0.05% 293
2023
Q2 		$446K Buy
8,096
+1,196
+17% +$62.7K 0.05% 291
2023
Q1 		$364K Hold
6,900
– – 0.05% 314
2022
Q4 		$352K Hold
6,900
– – 0.04% 313
2022
Q3 		$324K Hold
6,900
– – 0.04% 307
2022
Q2 		$340K Hold
6,900
– – 0.04% 307
2022
Q1 		$410K Hold
6,900
– – 0.05% 302
2021
Q4 		$439K Hold
6,900
– – 0.05% 296
2021
Q3 		$408K Hold
6,900
– – 0.05% 297
2021
Q2 		$409K Sell
6,900
-12
-0.2% -$695 0.06% 292
2021
Q1 		$382K Buy
6,912
+20
+0.3% +$1.08K 0.06% 287
2020
Q4 		$356K Buy
6,892
+800
+13% +$38.7K 0.06% 282
2020
Q3 		$268K Hold
6,092
– – 0.05% 300
2020
Q2 		$250K Buy
6,092
+12
+0.2% +$460 0.05% 300
2020
Q1 		$200K Sell
6,080
-400
-6% -$16.6K 0.05% 296
2019
Q4 		$289K Sell
6,480
-2,444
-27% -$105K 0.06% 280
2019
Q3 		$374K Buy
8,924
+3,304
+59% +$138K 0.09% 246
2019
Q2 		$235K Buy
5,620
+200
+4% +$8.18K 0.06% 285
2019
Q1 		$218K Buy
+5,420
New +$208K 0.06% 281

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Naples Global Advisors's VO Position: Q2 2026 in Review

Naples Global Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, buying an estimated $7.44K and bringing the position to 6,692 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #326.

Naples Global Advisors first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $687K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Naples Global Advisors held 6,692 shares of Vanguard Morningstar Mid-Cap ETF worth $539K as of Q2 2026.
  • Naples Global Advisors bought 96 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.44K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #326 holding.
  • Naples Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Naples Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $687K in Q3 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.