Quadcap Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Quadcap Wealth 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	$502K	Buy	6,231 +143	+2%	+$11.1K	0.05%	270
2026 Q1	$437K	Buy	6,088 +156	+3%	+$11.6K	0.05%	275
2025 Q4	$430K	Buy	5,932 +4	+0.1%	+$291	0.05%	291
2025 Q3	$435K	Sell	5,928 -144	-2%	-$10.3K	0.05%	290
2025 Q2	$425K	Sell	6,072 -316	-5%	-$20.7K	0.05%	278
2025 Q1	$413K	Sell	6,388 -2,884	-31%	-$194K	0.06%	268
2024 Q4	$612K	Sell	9,272 -1,656	-15%	-$112K	0.09%	209
2024 Q3	$721K	Sell	10,928 -812	-7%	-$51K	0.11%	187
2024 Q2	$711K	Buy	+11,740	New	+$713K	0.13%	174

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

Quadcap Wealth Management's VO Position: Q2 2026 in Review

Quadcap Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,231 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #270.

Quadcap Wealth Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $721K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Quadcap Wealth Management held 6,231 shares of Vanguard Morningstar Mid-Cap ETF worth $502K as of Q2 2026.
Quadcap Wealth Management bought 143 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Quadcap Wealth Management's portfolio in Q2 2026, its #270 holding.
Quadcap Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Quadcap Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $721K in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.