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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
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 		$2.81M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Objective Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, selling an estimated $63.4K and leaving 43,598 shares worth $3.51M. The position accounts for 3.12% of the portfolio, ranked #7.

Objective Capital Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Objective Capital Management held 43,598 shares of Vanguard Morningstar Mid-Cap ETF worth $3.51M as of Q2 2026.
  • Objective Capital Management sold 818 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $63.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.12% of Objective Capital Management's portfolio in Q2 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 18 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.