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

QRG 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 		$14.4M Buy
178,717
+161,793
+956% +$12.5M 0.12% 153
2026
Q1 		$1.22M Buy
16,924
+2,120
+14% +$158K 0.01% 523
2025
Q4 		$1.07M Buy
14,804
+3,812
+35% +$277K 0.01% 533
2025
Q3 		$807K Sell
10,992
-1,396
-11% -$100K 0.01% 567
2025
Q2 		$867K Buy
12,388
+2,380
+24% +$156K 0.01% 640
2025
Q1 		$647K Sell
10,008
-1,796
-15% -$121K 0.01% 683
2024
Q4 		$779K Buy
11,804
+296
+3% +$20.1K 0.01% 643
2024
Q3 		$759K Buy
11,508
+1,996
+21% +$125K 0.01% 660
2024
Q2 		$576K Buy
9,512
+2,632
+38% +$160K 0.01% 692
2024
Q1 		$430K Buy
6,880
+104
+2% +$6.15K 0.01% 793
2023
Q4 		$394K Buy
6,776
+1,004
+17% +$53.6K 0.01% 796
2023
Q3 		$300K Buy
+5,772
New +$317K 0.01% 810

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

QRG Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 956% in Q2 2026, buying an estimated $12.5M and bringing the position to 178,717 shares worth $14.4M. The position accounts for 0.12% of the portfolio, ranked #153.

QRG Capital Management first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • QRG Capital Management held 178,717 shares of Vanguard Morningstar Mid-Cap ETF worth $14.4M as of Q2 2026.
  • QRG Capital Management bought 161,793 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.5M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of QRG Capital Management's portfolio in Q2 2026, its #153 holding.
  • QRG Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.