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

Raleigh 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	$96.1K	Buy	1,192 +4	+0.3%	+$310	0.03%	241
2026 Q1	$85.4K	Buy	1,188 +876	+281%	+$65.1K	0.03%	244
2025 Q4	$22.8K	Hold	312	–	–	0.01%	335
2025 Q3	$23K	Sell	312 -48	-13%	-$3.45K	0.01%	305
2025 Q2	$25.3K	Hold	360	–	–	0.01%	312
2025 Q1	$23.4K	Sell	360 -204	-36%	-$13.7K	0.01%	309
2024 Q4	$37.2K	Buy	564 +508	+907%	+$34.5K	0.01%	357
2024 Q3	$3.74K	Hold	56	–	–	﹤0.01%	739
2024 Q2	$3.4K	Hold	56	–	–	﹤0.01%	721
2024 Q1	$3.51K	Hold	56	–	–	﹤0.01%	701
2023 Q4	$3.26K	Sell	56 -1,992	-97%	-$106K	﹤0.01%	809
2023 Q3	$107K	Buy	+2,048	New	+$112K	0.05%	206
2023 Q2	–	Sell	-1,260	Closed	-$66.5K	–	927
2023 Q1	$66.5K	Buy	+1,260	New	+$67K	0.03%	233
2022 Q4	–	Sell	-600	Closed	-$28K	–	892
2022 Q3	$28K	Buy	+600	New	+$31.4K	0.02%	265

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 22.9% 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

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

Raleigh Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.34% in Q2 2026, buying an estimated $310 and bringing the position to 1,192 shares worth $96.1K. The position accounts for 0.03% of the portfolio, ranked #241.

Raleigh Capital Management first reported a position in VO in Q3 2022 and has held it in 14 quarters since. The position peaked at $107K in Q3 2023. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Raleigh Capital Management held 1,192 shares of Vanguard Morningstar Mid-Cap ETF worth $96.1K as of Q2 2026.
Raleigh Capital Management bought 4 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Raleigh Capital Management's portfolio in Q2 2026, its #241 holding.
Raleigh Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 14 quarters since.
Raleigh Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $107K in Q3 2023.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.