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Prime Capital Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Prime Capital Investment Advisors’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 		$8.11M Sell
100,607
-1,269
-1% -$98.4K 0.08% 178
2026
Q1 		$7.31M Sell
101,876
-1,252
-1% -$93K 0.08% 174
2025
Q4 		$7.48M Sell
103,128
-2,048
-2% -$149K 0.09% 158
2025
Q3 		$7.72M Sell
105,176
-2,212
-2% -$159K 0.1% 151
2025
Q2 		$7.51M Sell
107,388
-24,824
-19% -$1.63M 0.1% 154
2025
Q1 		$8.55M Buy
132,212
+2,948
+2% +$198K 0.1% 155
2024
Q4 		$8.54M Sell
129,264
-4,064
-3% -$276K 0.12% 130
2024
Q3 		$8.79M Sell
133,328
-6,100
-4% -$383K 0.13% 127
2024
Q2 		$8.44M Sell
139,428
-13,276
-9% -$807K 0.13% 130
2024
Q1 		$9.54M Buy
152,704
+13,316
+10% +$787K 0.13% 129
2023
Q4 		$8.11M Buy
139,388
+12,372
+10% +$661K 0.12% 144
2023
Q3 		$6.61M Sell
127,016
-112
-0.1% -$6.14K 0.14% 126
2023
Q2 		$7M Buy
127,128
+104,308
+457% +$5.47M 0.14% 127
2023
Q1 		$1.2M Sell
22,820
-51,916
-69% -$2.76M 0.05% 214
2022
Q4 		$3.81M Buy
74,736
+47,556
+175% +$2.42M 0.14% 122
2022
Q3 		$1.28M Sell
27,180
-1,064
-4% -$55.6K 0.07% 161
2022
Q2 		$1.39M Buy
28,244
+7,928
+39% +$428K 0.08% 153
2022
Q1 		$1.29M Hold
20,316
– – 0.07% 154
2021
Q4 		$1.29M Buy
+20,316
New +$1.27M 0.07% 158
2021
Q3 		– Sell
-11,280
Closed -$669K – 391
2021
Q2 		$669K Buy
+11,280
New +$654K 0.04% 220
2019
Q4 		– Sell
-1,604
Closed -$67K – 649
2019
Q3 		$67K Buy
+1,604
New +$67K 0.01% 279
2018
Q3 		– Sell
-40
Closed -$2K – 370
2018
Q2 		$2K Buy
+40
New +$1.57K ﹤0.01% 331

Other funds holding VO

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Prime Capital Investment Advisors's VO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $98.4K and leaving 100,607 shares worth $8.11M. The position accounts for 0.08% of the portfolio, ranked #178.

Prime Capital Investment Advisors first reported a position in VO in Q2 2018 and has held it in 22 quarters since. The position peaked at $9.54M in Q1 2024. 2,224 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Prime Capital Investment Advisors held 100,607 shares of Vanguard Morningstar Mid-Cap ETF worth $8.11M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,269 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $98.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 22 quarters since.
  • Prime Capital Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $9.54M in Q1 2024.
  • 2,224 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.