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

Ranch 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	$630K	Buy	7,814 +50	+0.6%	+$3.88K	0.2%	97
2026 Q1	$557K	Buy	7,764 +156	+2%	+$11.6K	0.2%	99
2025 Q4	$552K	Buy	7,608 +16	+0.2%	+$1.16K	0.2%	101
2025 Q3	$559K	Sell	7,592 -480	-6%	-$34.5K	0.22%	93
2025 Q2	$566K	Sell	8,072 -1,404	-15%	-$92.2K	0.25%	90
2025 Q1	$613K	Sell	9,476 -580	-6%	-$38.9K	0.29%	83
2024 Q4	$664K	Sell	10,056 -224	-2%	-$15.2K	0.31%	76
2024 Q3	$678K	Sell	10,280 -648	-6%	-$40.7K	0.32%	83
2024 Q2	$663K	Buy	10,928 +1,692	+18%	+$103K	0.35%	76
2024 Q1	$577K	Sell	9,236 -12	-0.1%	-$709	0.31%	88
2023 Q4	$538K	Sell	9,248 -1,296	-12%	-$69.2K	0.34%	84
2023 Q3	$549K	Sell	10,544 -80	-0.8%	-$4.39K	0.38%	76
2023 Q2	$585K	Buy	10,624 +108	+1%	+$5.66K	0.41%	76
2023 Q1	$555K	Sell	10,516 -16	-0.2%	-$851	0.41%	77
2022 Q4	$537K	Sell	10,532 -12,772	-55%	-$651K	0.42%	77
2022 Q3	$1.09M	Buy	23,304 +168	+0.7%	+$8.78K	0.9%	36
2022 Q2	$1.14M	Buy	23,136 +856	+4%	+$46.3K	0.87%	35
2022 Q1	$1.32M	Buy	22,280 +152	+0.7%	+$8.92K	0.88%	33
2021 Q4	$1.41M	Buy	22,128 +772	+4%	+$48.4K	0.92%	31
2021 Q3	$1.26M	Buy	21,356 +2,108	+11%	+$127K	0.79%	32
2021 Q2	$1.14M	Sell	19,248 -8,684	-31%	-$503K	0.69%	39
2021 Q1	$1.54M	Buy	27,932 +3,556	+15%	+$193K	1.02%	15
2020 Q4	$1.26M	Buy	24,376 +484	+2%	+$23.4K	0.91%	19
2020 Q3	$1.06M	Buy	23,892 +16	+0.1%	+$697	0.85%	22
2020 Q2	$1.06M	Buy	23,876 +22,828	+2,178%	+$874K	0.83%	25
2020 Q1	$34K	Buy	1,048 +1,000	+2,083%	+$41.4K	0.03%	345
2019 Q4	$2K	Buy	+48	New	+$2.06K	﹤0.01%	881

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

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

Ranch Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.64% in Q2 2026, buying an estimated $3.88K and bringing the position to 7,814 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #97.

Ranch Capital Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.54M in Q1 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ranch Capital Advisors held 7,814 shares of Vanguard Morningstar Mid-Cap ETF worth $630K as of Q2 2026.
Ranch Capital Advisors bought 50 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.88K.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Ranch Capital Advisors's portfolio in Q2 2026, its #97 holding.
Ranch Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Ranch Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.54M in Q1 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.