Noesis Capital Mangement’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Noesis Capital Mangement’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	-3,320	Closed	-$238K	–	131
2026 Q1	$238K	Buy	3,320 +440	+15%	+$32.7K	0.04%	114
2025 Q4	$209K	Buy	+2,880	New	+$210K	0.03%	126
2025 Q3	–	Sell	-3,656	Closed	-$256K	–	136
2025 Q2	$256K	Buy	3,656 +472	+15%	+$31K	0.04%	108
2025 Q1	$206K	Buy	+3,184	New	+$214K	0.04%	121
2023 Q1	–	Sell	-7,156	Closed	-$365K	–	110
2022 Q4	$365K	Hold	7,156	–	–	0.1%	70
2022 Q3	$336K	Sell	7,156 -200	-3%	-$10.5K	0.1%	71
2022 Q2	$362K	Sell	7,356 -1,540	-17%	-$83.2K	0.11%	71
2022 Q1	$529K	Buy	8,896 +3,800	+75%	+$223K	0.13%	66
2021 Q4	$325K	Hold	5,096	–	–	0.07%	96
2021 Q3	$302K	Buy	5,096 +492	+11%	+$29.7K	0.06%	97
2021 Q2	$269K	Buy	+4,604	New	+$267K	0.06%	98

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Noesis Capital Mangement's VO Position: Q2 2026 in Review

Noesis Capital Mangement sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,320 shares — an estimated $238K sold.

Noesis Capital Mangement first reported a position in VO in Q2 2021 and held it in 11 quarters. The position peaked at $529K in Q1 2022. 1,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Noesis Capital Mangement reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Noesis Capital Mangement sold 3,320 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $238K.
Noesis Capital Mangement first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and held it in 11 quarters.
Noesis Capital Mangement's Vanguard Morningstar Mid-Cap ETF position peaked at $529K in Q1 2022.
1,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.