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

Scott 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 		$16.7M Sell
207,638
-282
-0.1% -$21.9K 2.62% 15
2026
Q1 		$15.4M Buy
207,920
+1,192
+0.6% +$88.6K 3.13% 11
2025
Q4 		$15M Sell
206,728
-2,128
-1% -$155K 3.32% 10
2025
Q3 		$15.4M Buy
208,856
+27,832
+15% +$2M 3.49% 9
2025
Q2 		$12.8M Sell
181,024
-2,932
-2% -$192K 3.47% 9
2025
Q1 		$11.9M Sell
183,956
-10,992
-6% -$738K 3.55% 10
2024
Q4 		$12.9M Buy
194,948
+2,744
+1% +$186K 3.7% 9
2024
Q3 		$12.7M Buy
192,204
+1,448
+0.8% +$90.9K 3.6% 9
2024
Q2 		$11.5M Buy
190,756
+47,128
+33% +$2.86M 3.4% 9
2024
Q1 		$8.88M Buy
143,628
+1,496
+1% +$88.4K 2.7% 12
2023
Q4 		$8.27M Sell
142,132
-26,040
-15% -$1.39M 2.77% 12
2023
Q3 		$8.8M Sell
168,172
-2,252
-1% -$124K 3.5% 8
2023
Q2 		$9.38M Buy
170,424
+840
+0.5% +$44K 4.04% 7
2023
Q1 		$8.94M Buy
169,584
+528
+0.3% +$28.1K 4.31% 6
2022
Q4 		$8.61M Buy
169,056
+1,328
+0.8% +$67.6K 4.88% 5
2022
Q3 		$7.88M Buy
167,728
+1,608
+1% +$84K 5.38% 5
2022
Q2 		$8.18M Sell
166,120
-95,644
-37% -$5.17M 5.54% 5
2022
Q1 		$15.6M Sell
261,764
-75,220
-22% -$4.41M 9.16% 3
2021
Q4 		$21.5M Buy
+336,984
New +$21.1M 13.08% 3

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

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

Scott Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.14% in Q2 2026, selling an estimated $21.9K and leaving 207,638 shares worth $16.7M. The position accounts for 2.62% of the portfolio, ranked #15.

Scott Capital Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.5M in Q4 2021. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Scott Capital Advisors held 207,638 shares of Vanguard Morningstar Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Scott Capital Advisors sold 282 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.62% of Scott Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Scott Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Scott Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $21.5M in Q4 2021.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.