New Republic Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

New Republic Capital’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	$28.7K	Hold	356	–	–	0.01%	318
2026 Q1	$25.6K	Hold	356	–	–	0.01%	282
2025 Q4	$25.8K	Hold	356	–	–	0.01%	342
2025 Q3	$26.2K	Hold	356	–	–	0.01%	237
2025 Q2	$25K	Hold	356	–	–	0.01%	220
2025 Q1	$23K	Hold	356	–	–	0.01%	210
2024 Q4	$23.5K	Sell	356 -728	-67%	-$49.4K	0.02%	201
2024 Q3	$71.5K	Buy	1,084 +332	+44%	+$20.8K	0.04%	185
2024 Q2	$45.7K	Sell	752 -3,052	-80%	-$185K	0.02%	202
2024 Q1	$238K	Sell	3,804 -1,760	-32%	-$104K	0.15%	138
2023 Q4	$324K	Hold	5,564	–	–	0.23%	103
2023 Q3	$290K	Hold	5,564	–	–	0.24%	97
2023 Q2	$306K	Hold	5,564	–	–	0.21%	96
2023 Q1	$293K	Hold	5,564	–	–	0.22%	87
2022 Q4	$284K	Buy	+5,564	New	+$283K	0.22%	84

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

New Republic Capital's VO Position: Q2 2026 in Review

New Republic Capital held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 356 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #318.

New Republic Capital first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $324K in Q4 2023. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

New Republic Capital held 356 shares of Vanguard Morningstar Mid-Cap ETF worth $28.7K as of Q2 2026.
New Republic Capital left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of New Republic Capital's portfolio in Q2 2026, its #318 holding.
New Republic Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
New Republic Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $324K in Q4 2023.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.