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

Shearwater 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 		– Sell
-3,096
Closed -$222K – 72
2026
Q1 		$222K Buy
+3,096
New +$230K 0.12% 63

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Shearwater Capital's VO Position: Q2 2026 in Review

Shearwater Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,096 shares — an estimated $222K sold.

Shearwater Capital first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Shearwater Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Shearwater Capital sold 3,096 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $222K.
  • Shearwater Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Shearwater Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $222K in Q1 2026.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.