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

Scotia Capital’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 		$5.56M Sell
69,024
-12,208
-15% -$946K 0.02% 291
2026
Q1 		$5.83M Sell
81,232
-5,864
-7% -$436K 0.02% 277
2025
Q4 		$6.32M Sell
87,096
-2,012
-2% -$146K 0.03% 269
2025
Q3 		$6.54M Buy
89,108
+10,672
+14% +$766K 0.03% 258
2025
Q2 		$5.49M Buy
78,436
+20,560
+36% +$1.35M 0.03% 268
2025
Q1 		$3.74M Sell
57,876
-19,904
-26% -$1.34M 0.02% 309
2024
Q4 		$5.14M Sell
77,780
-120
-0.2% -$8.15K 0.03% 261
2024
Q3 		$5.14M Buy
77,900
+8,196
+12% +$515K 0.03% 255
2024
Q2 		$4.22M Buy
69,704
+4,088
+6% +$248K 0.02% 276
2024
Q1 		$4.1M Sell
65,616
-7,932
-11% -$469K 0.02% 281
2023
Q4 		$4.28M Buy
73,548
+8,528
+13% +$456K 0.03% 265
2023
Q3 		$3.38M Buy
65,020
+904
+1% +$49.6K 0.02% 274
2023
Q2 		$3.53M Buy
64,116
+836
+1% +$43.8K 0.02% 276
2023
Q1 		$3.34M Sell
63,280
-12,044
-16% -$641K 0.02% 280
2022
Q4 		$3.84M Buy
75,324
+6,320
+9% +$322K 0.03% 253
2022
Q3 		$3.24M Buy
69,004
+8,360
+14% +$437K 0.03% 269
2022
Q2 		$2.99M Buy
60,644
+6,476
+12% +$350K 0.02% 302
2022
Q1 		$3.22M Buy
54,168
+13,772
+34% +$808K 0.02% 331
2021
Q4 		$2.57M Buy
40,396
+9,988
+33% +$626K 0.02% 365
2021
Q3 		$1.8M Buy
30,408
+4,692
+18% +$284K 0.01% 414
2021
Q2 		$1.53M Buy
25,716
+3,292
+15% +$191K 0.01% 433
2021
Q1 		$1.24M Buy
22,424
+8,536
+61% +$463K 0.01% 442
2020
Q4 		$718K Buy
13,888
+3,904
+39% +$189K 0.01% 510
2020
Q3 		$440K Buy
9,984
+700
+8% +$30.5K ﹤0.01% 531
2020
Q2 		$380K Buy
+9,284
New +$356K 0.01% 469

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

Scotia Capital's VO Position: Q2 2026 in Review

Scotia Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, selling an estimated $946K and leaving 69,024 shares worth $5.56M. The position accounts for 0.02% of the portfolio, ranked #291.

Scotia Capital first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.54M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Scotia Capital held 69,024 shares of Vanguard Morningstar Mid-Cap ETF worth $5.56M as of Q2 2026.
  • Scotia Capital sold 12,208 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $946K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Scotia Capital's portfolio in Q2 2026, its #291 holding.
  • Scotia Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Scotia Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $6.54M in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.