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

Southern 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	$316K	Buy	3,918 +134	+4%	+$10.4K	0.13%	62
2026 Q1	$272K	Buy	3,784 +4	+0.1%	+$297	0.13%	73
2025 Q4	$274K	Buy	3,780 +40	+1%	+$2.91K	0.13%	71
2025 Q3	$275K	Buy	3,740 +728	+24%	+$52.3K	0.13%	69
2025 Q2	$211K	Buy	+3,012	New	+$198K	0.11%	76

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 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 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

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

Southern Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,918 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #62.

Southern Capital Advisors first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Southern Capital Advisors held 3,918 shares of Vanguard Morningstar Mid-Cap ETF worth $316K as of Q2 2026.
Southern Capital Advisors bought 134 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Southern Capital Advisors's portfolio in Q2 2026, its #62 holding.
Southern Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.