Newport Capital Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Newport Capital Group’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	–	Sell	-6,500	Closed	-$467K	–	72
2026 Q1	$467K	Sell	6,500 -84	-1%	-$6.24K	0.28%	47
2025 Q4	$478K	Buy	6,584 +4	+0.1%	+$291	0.29%	45
2025 Q3	$483K	Hold	6,580	–	–	0.3%	45
2025 Q2	$460K	Sell	6,580 -152	-2%	-$9.98K	0.31%	37
2025 Q1	$435K	Buy	6,732 +428	+7%	+$28.7K	0.31%	37
2024 Q4	$417K	Sell	6,304 -32	-0.5%	-$2.17K	0.31%	38
2024 Q3	$418K	Buy	6,336 +376	+6%	+$23.6K	0.31%	35
2024 Q2	$361K	Buy	+5,960	New	+$362K	0.29%	38

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

Newport Capital Group's VO Position: Q2 2026 in Review

Newport Capital Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 6,500 shares — an estimated $467K sold.

Newport Capital Group first reported a position in VO in Q2 2024 and held it in 8 quarters. The position peaked at $483K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Newport Capital Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Newport Capital Group sold 6,500 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $467K.
Newport Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and held it in 8 quarters.
Newport Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $483K in Q3 2025.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Newport Capital Group's 13F filing for Q2 2026, filed 21 Jul 2026.