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

Next 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	$261K	Buy	3,238 +2	+0.1%	+$155	0.07%	118
2026 Q1	$232K	Buy	3,236 +4	+0.1%	+$297	0.07%	115
2025 Q4	$234K	Buy	+3,232	New	+$235K	0.08%	115
2025 Q1	–	Sell	-7,052	Closed	-$466K	–	149
2024 Q4	$466K	Buy	+7,052	New	+$479K	0.19%	84
2020 Q2	–	Sell	-3,712	Closed	-$122K	–	109
2020 Q1	$122K	Buy	+3,712	New	+$154K	0.1%	91
2019 Q4	–	Sell	-3,672	Closed	-$154K	–	216
2019 Q3	$154K	Sell	3,672 -1,164	-24%	-$48.6K	0.1%	86
2019 Q2	$202K	Buy	+4,836	New	+$198K	0.14%	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

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

Next Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, buying an estimated $155 and bringing the position to 3,238 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #118.

Next Capital Management first reported a position in VO in Q2 2019 and has held it in 7 quarters since. The position peaked at $466K in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Next Capital Management held 3,238 shares of Vanguard Morningstar Mid-Cap ETF worth $261K as of Q2 2026.
Next Capital Management bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Next Capital Management's portfolio in Q2 2026, its #118 holding.
Next Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 7 quarters since.
Next Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $466K in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.