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

Narwhal 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	$228K	Sell	2,826 -10	-0.4%	-$775	0.02%	151
2026 Q1	$204K	Hold	2,836	–	–	0.02%	164
2025 Q4	$206K	Hold	2,836	–	–	0.02%	160
2025 Q3	$208K	Buy	+2,836	New	+$204K	0.02%	159
2021 Q1	–	Sell	-6,876	Closed	-$355K	–	166
2020 Q4	$355K	Buy	6,876 +1,696	+33%	+$82.1K	0.05%	121
2020 Q3	$228K	Hold	5,180	–	–	0.04%	128
2020 Q2	$212K	Buy	+5,180	New	+$198K	0.04%	129
2020 Q1	–	Sell	-5,180	Closed	-$231K	–	147
2019 Q4	$231K	Sell	5,180 -776	-13%	-$33.3K	0.04%	128
2019 Q3	$250K	Hold	5,956	–	–	0.05%	126
2019 Q2	$249K	Hold	5,956	–	–	0.05%	121
2019 Q1	$239K	Hold	5,956	–	–	0.05%	132
2018 Q4	$206K	Hold	5,956	–	–	0.05%	132
2018 Q3	$244K	Sell	5,956 -48	-0.8%	-$1.96K	0.05%	136
2018 Q2	$237K	Hold	6,004	–	–	0.06%	136
2018 Q1	$232K	Sell	6,004 -24	-0.4%	-$945	0.05%	139
2017 Q4	$233K	Sell	6,028 -6,640	-52%	-$251K	0.05%	143
2017 Q3	$466K	Hold	12,668	–	–	0.12%	116
2017 Q2	$451K	Buy	12,668 +4,308	+52%	+$152K	0.12%	114
2017 Q1	$291K	Buy	+8,360	New	+$287K	0.08%	136

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

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

Narwhal Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.35% in Q2 2026, selling an estimated $775 and leaving 2,826 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #151.

Narwhal Capital Management first reported a position in VO in Q1 2017 and has held it in 19 quarters since. The position peaked at $466K in Q3 2017. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Narwhal Capital Management held 2,826 shares of Vanguard Morningstar Mid-Cap ETF worth $228K as of Q2 2026.
Narwhal Capital Management sold 10 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $775.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #151 holding.
Narwhal Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 19 quarters since.
Narwhal Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $466K in Q3 2017.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.