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

Slow 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 		$372K Sell
4,616
-780
-14% -$60.5K 0.04% 105
2026
Q1 		$387K Sell
5,396
-2,060
-28% -$153K 0.05% 102
2025
Q4 		$541K Sell
7,456
-16
-0.2% -$1.16K 0.06% 105
2025
Q3 		$550K Sell
7,472
-112
-1% -$8.04K 0.06% 108
2025
Q2 		$532K Sell
7,584
-520
-6% -$34.1K 0.07% 107
2025
Q1 		$524K Sell
8,104
-1,996
-20% -$134K 0.07% 105
2024
Q4 		$667K Sell
10,100
-16
-0.2% -$1.09K 0.09% 105
2024
Q3 		$667K Buy
10,116
+68
+0.7% +$4.27K 0.1% 106
2024
Q2 		$610K Sell
10,048
-576
-5% -$35K 0.1% 109
2024
Q1 		$664K Buy
10,624
+320
+3% +$18.9K 0.11% 107
2023
Q4 		$599K Buy
10,304
+308
+3% +$16.5K 0.1% 109
2023
Q3 		$520K Sell
9,996
-192
-2% -$10.5K 0.1% 113
2023
Q2 		$561K Buy
10,188
+320
+3% +$16.8K 0.1% 115
2023
Q1 		$520K Sell
9,868
-348
-3% -$18.5K 0.1% 119
2022
Q4 		$521K Buy
10,216
+168
+2% +$8.56K 0.12% 123
2022
Q3 		$472K Sell
10,048
-112
-1% -$5.85K 0.1% 126
2022
Q2 		$500K Sell
10,160
-48
-0.5% -$2.59K 0.12% 119
2022
Q1 		$607K Sell
10,208
-796
-7% -$46.7K 0.11% 124
2021
Q4 		$701K Buy
11,004
+16
+0.1% +$1K 0.12% 135
2021
Q3 		$650K Sell
10,988
-336
-3% -$20.3K 0.12% 139
2021
Q2 		$672K Buy
11,324
+52
+0.5% +$3.01K 0.13% 138
2021
Q1 		$624K Buy
11,272
+496
+5% +$26.9K 0.14% 140
2020
Q4 		$557K Buy
10,776
+136
+1% +$6.58K 0.13% 140
2020
Q3 		$469K Sell
10,640
-396
-4% -$17.3K 0.13% 141
2020
Q2 		$452K Buy
11,036
+440
+4% +$16.9K 0.13% 135
2020
Q1 		$349K Buy
+10,596
New +$439K 0.13% 138
2018
Q2 		– Sell
-1,108
Closed -$42K – 195
2018
Q1 		$42K Buy
1,108
+584
+111% +$23K 0.02% 170
2017
Q4 		$20K Buy
+524
New +$19.8K 0.01% 167

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 22.9% 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

Slow Capital's VO Position: Q2 2026 in Review

Slow Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, selling an estimated $60.5K and leaving 4,616 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #105.

Slow Capital first reported a position in VO in Q4 2017 and has held it in 28 quarters since. The position peaked at $701K in Q4 2021. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Slow Capital held 4,616 shares of Vanguard Morningstar Mid-Cap ETF worth $372K as of Q2 2026.
  • Slow Capital sold 780 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $60.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Slow Capital's portfolio in Q2 2026, its #105 holding.
  • Slow Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • Slow Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $701K in Q4 2021.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Slow Capital's 13F filing for Q2 2026, filed 22 Jul 2026.