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

Passive 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	$241K	Sell	829 -2,487	-75%	-$193K	0.08%	88
2026 Q1	$238K	Hold	3,316	–	–	0.07%	95
2025 Q4	$241K	Hold	3,316	–	–	0.08%	88
2025 Q3	$244K	Hold	3,316	–	–	0.08%	85
2025 Q2	$233K	Sell	3,316 -1,044	-24%	-$68.5K	0.07%	81
2025 Q1	$282K	Buy	+4,360	New	+$293K	0.09%	73
2022 Q4	–	Sell	-6,496	Closed	-$305K	–	58
2022 Q3	$305K	Hold	6,496	–	–	0.16%	38
2022 Q2	$320K	Hold	6,496	–	–	0.16%	38
2022 Q1	$386K	Buy	6,496 +1,696	+35%	+$99.5K	0.21%	35
2021 Q4	$306K	Buy	+4,800	New	+$301K	0.17%	42

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

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

Passive Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $193K and leaving 829 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #88.

Passive Capital Management first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $386K in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Passive Capital Management held 829 shares of Vanguard Morningstar Mid-Cap ETF worth $241K as of Q2 2026.
Passive Capital Management sold 2,487 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $193K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Passive Capital Management's portfolio in Q2 2026, its #88 holding.
Passive Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Passive Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $386K in Q1 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.