Proficio Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Proficio Capital Partners’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	$403K	Buy	4,996 +256	+5%	+$19.8K	0.01%	396
2026 Q1	$340K	Sell	4,740 -432	-8%	-$32.1K	0.02%	197
2025 Q4	$375K	Buy	5,172 +660	+15%	+$48K	0.03%	181
2025 Q3	$331K	Buy	+4,512	New	+$324K	0.02%	165
2019 Q3	–	Sell	-11,180	Closed	-$467K	–	1492
2019 Q2	$467K	Hold	11,180	–	–	0.16%	86
2019 Q1	$449K	Hold	11,180	–	–	0.16%	82
2018 Q4	$386K	Buy	11,180 +7,540	+207%	+$283K	0.17%	77
2018 Q3	$149K	Hold	3,640	–	–	0.05%	159
2018 Q2	$143K	Hold	3,640	–	–	0.06%	160
2018 Q1	$140K	Hold	3,640	–	–	0.04%	166
2017 Q4	$141K	Hold	3,640	–	–	0.05%	166
2017 Q3	$134K	Hold	3,640	–	–	0.05%	203
2017 Q2	$132K	Buy	3,640 +120	+3%	+$4.24K	0.05%	212
2017 Q1	$125K	Buy	+3,520	New	+$121K	0.05%	211

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

Proficio Capital Partners's VO Position: Q2 2026 in Review

Proficio Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 4,996 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #396.

Proficio Capital Partners first reported a position in VO in Q1 2017 and has held it in 14 quarters since. The position peaked at $467K in Q2 2019. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Proficio Capital Partners held 4,996 shares of Vanguard Morningstar Mid-Cap ETF worth $403K as of Q2 2026.
Proficio Capital Partners bought 256 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #396 holding.
Proficio Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 14 quarters since.
Proficio Capital Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $467K in Q2 2019.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.