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

Purkiss Capital 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 		$693K Hold
8,600
– – 0.26% 83
2026
Q1 		$617K Sell
8,600
-260
-3% -$19.3K 0.27% 81
2025
Q4 		$643K Buy
8,860
+260
+3% +$18.9K 0.3% 71
2025
Q3 		$632K Buy
+8,600
New +$618K 0.3% 74

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Purkiss Capital Advisors's VO Position: Q2 2026 in Review

Purkiss Capital Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 8,600 shares worth $693K. The position accounts for 0.26% of the portfolio, ranked #83.

Purkiss Capital Advisors first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Purkiss Capital Advisors held 8,600 shares of Vanguard Morningstar Mid-Cap ETF worth $693K as of Q2 2026.
  • Purkiss Capital Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.26% of Purkiss Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Purkiss Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.