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

Objective 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
Q3 		$3.37M Sell
43,009
-589
-1% -$47.9K 3.02% 7
2026
Q2 		$3.51M Sell
43,598
-818
-2% -$63.4K 3.12% 7
2026
Q1 		$3.19M Sell
44,416
-1,156
-3% -$85.9K 3.22% 6
2025
Q4 		$3.31M Buy
45,572
+44
+0.1% +$3.2K 3.37% 5
2025
Q3 		$3.34M Buy
45,528
+168
+0.4% +$12.1K 3.46% 5
2025
Q2 		$3.17M Buy
45,360
+400
+0.9% +$26.3K 3.56% 5
2025
Q1 		$2.91M Sell
44,960
-164
-0.4% -$11K 3.71% 5
2024
Q4 		$2.98M Buy
45,124
+436
+1% +$29.6K 1.99% 10
2024
Q3 		$2.95M Buy
+44,688
New +$2.81M 1.73% 15
2024
Q1 		$2.83M Sell
45,284
-144
-0.3% -$8.51K 1.91% 11
2023
Q4 		$2.64M Buy
45,428
+624
+1% +$33.3K 2.01% 12
2023
Q3 		$2.33M Buy
44,804
+128
+0.3% +$7.02K 2.07% 14
2023
Q2 		$2.46M Sell
44,676
-4,056
-8% -$213K 2.15% 12
2023
Q1 		$2.57M Buy
48,732
+480
+1% +$25.5K 2.35% 10
2022
Q4 		$2.46M Buy
48,252
+84
+0.2% +$4.28K 2.44% 9
2022
Q3 		$2.26M Buy
48,168
+492
+1% +$25.7K 2.41% 9
2022
Q2 		$2.35M Buy
47,676
+504
+1% +$27.2K 2.37% 10
2022
Q1 		$2.8M Buy
47,172
+868
+2% +$50.9K 2.16% 10
2021
Q4 		$2.95M Buy
+46,304
New +$2.9M 2.09% 11

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Objective Capital Management's VO Position: Q3 2026 in Review

Objective Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q3 2026, selling an estimated $47.9K and leaving 43,009 shares worth $3.37M. The position accounts for 3.02% of the portfolio, ranked #7.

Objective Capital Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q2 2026. 595 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Objective Capital Management held 43,009 shares of Vanguard Morningstar Mid-Cap ETF worth $3.37M as of Q3 2026.
  • Objective Capital Management sold 589 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $47.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.02% of Objective Capital Management's portfolio in Q3 2026, its #7 holding.
  • Objective Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.51M in Q2 2026.
  • 595 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.