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

Orion 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	$199K	Sell	2,474 -2	-0.1%	-$155	0.06%	154
2026 Q1	$178K	Hold	2,476	–	–	0.06%	157
2025 Q4	$180K	Buy	2,476 +8	+0.3%	+$582	0.06%	155
2025 Q3	$181K	Buy	2,468 +1,896	+331%	+$136K	0.06%	151
2025 Q2	$40K	Hold	572	–	–	0.02%	263
2025 Q1	$37K	Hold	572	–	–	0.02%	264
2024 Q4	$37.8K	Buy	+572	New	+$38.8K	0.02%	263
2024 Q3	–	Sell	-572	Closed	-$34.6K	–	414
2024 Q2	$34.6K	Hold	572	–	–	0.02%	268
2024 Q1	$35.7K	Hold	572	–	–	0.02%	279
2023 Q4	$33.3K	Hold	572	–	–	0.02%	284
2023 Q3	$29.8K	Buy	+572	New	+$31.4K	0.02%	282
2023 Q2	–	Sell	-572	Closed	-$30.2K	–	420
2023 Q1	$30.2K	Hold	572	–	–	0.02%	272
2022 Q4	$29.1K	Hold	572	–	–	0.02%	242
2022 Q3	$27K	Hold	572	–	–	0.02%	247
2022 Q2	$28K	Hold	572	–	–	0.02%	237
2022 Q1	$34K	Hold	572	–	–	0.02%	236
2021 Q4	$36K	Hold	572	–	–	0.02%	220
2021 Q3	$34K	Hold	572	–	–	0.02%	217
2021 Q2	$34K	Hold	572	–	–	0.02%	201
2021 Q1	$32K	Hold	572	–	–	0.02%	193
2020 Q4	$30K	Buy	+572	New	+$27.7K	0.02%	185

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

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

Orion Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, selling an estimated $155 and leaving 2,474 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #154.

Orion Capital Management first reported a position in VO in Q4 2020 and has held it in 21 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Orion Capital Management held 2,474 shares of Vanguard Morningstar Mid-Cap ETF worth $199K as of Q2 2026.
Orion Capital Management sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Orion Capital Management's portfolio in Q2 2026, its #154 holding.
Orion Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.