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STALEY CAPITAL ADVISERS’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

STALEY CAPITAL ADVISERS’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 		$15.8M Sell
195,749
-115
-0.1% -$8.92K 0.61% 33
2026
Q1 		$14.1M Buy
195,864
+2,016
+1% +$150K 0.6% 35
2025
Q4 		$14.1M Sell
193,848
-812
-0.4% -$59.1K 0.58% 36
2025
Q3 		$14.3M Buy
194,660
+1,360
+0.7% +$97.7K 0.59% 35
2025
Q2 		$13.5M Sell
193,300
-132
-0.1% -$8.66K 0.58% 36
2025
Q1 		$12.5M Sell
193,432
-52,316
-21% -$3.51M 0.57% 36
2024
Q4 		$16.2M Sell
245,748
-5,632
-2% -$382K 0.72% 32
2024
Q3 		$16.6M Buy
251,380
+6,336
+3% +$398K 0.74% 32
2024
Q2 		$14.8M Buy
245,044
+5,096
+2% +$310K 0.68% 32
2024
Q1 		$15M Sell
239,948
-3,000
-1% -$177K 0.7% 33
2023
Q4 		$14.1M Buy
242,948
+30,476
+14% +$1.63M 0.7% 34
2023
Q3 		$11.1M Buy
212,472
+26,484
+14% +$1.45M 0.61% 40
2023
Q2 		$10.2M Sell
185,988
-4,372
-2% -$229K 0.55% 41
2023
Q1 		$10M Buy
190,360
+14,480
+8% +$770K 0.56% 41
2022
Q4 		$8.96M Buy
175,880
+1,188
+0.7% +$60.5K 0.54% 42
2022
Q3 		$8.21M Buy
174,692
+16,584
+10% +$867K 0.52% 42
2022
Q2 		$7.79M Buy
158,108
+6,672
+4% +$360K 0.46% 45
2022
Q1 		$9M Buy
151,436
+4,620
+3% +$271K 0.45% 43
2021
Q4 		$9.35M Buy
146,816
+5,052
+4% +$317K 0.45% 43
2021
Q3 		$8.39M Buy
141,764
+14,688
+12% +$888K 0.45% 46
2021
Q2 		$7.54M Buy
127,076
+5,240
+4% +$304K 0.39% 49
2021
Q1 		$6.74M Buy
121,836
+1,080
+0.9% +$58.6K 0.37% 52
2020
Q4 		$6.24M Buy
120,756
+3,800
+3% +$184K 0.38% 48
2020
Q3 		$5.15M Buy
116,956
+2,740
+2% +$119K 0.36% 49
2020
Q2 		$4.68M Buy
114,216
+35,820
+46% +$1.37M 0.34% 50
2020
Q1 		$2.58M Buy
78,396
+15,260
+24% +$632K 0.22% 58
2019
Q4 		$2.81M Buy
63,136
+19,184
+44% +$824K 0.19% 57
2019
Q3 		$1.84M Buy
43,952
+12,960
+42% +$542K 0.14% 68
2019
Q2 		$1.29M Buy
30,992
+9,960
+47% +$408K 0.1% 79
2019
Q1 		$845K Buy
21,032
+9,676
+85% +$372K 0.06% 98
2018
Q4 		$392K Sell
11,356
-3,040
-21% -$114K 0.03% 116
2018
Q3 		$591K Buy
14,396
+2,156
+18% +$88K 0.04% 103
2018
Q2 		$482K Buy
+12,240
New +$480K 0.04% 108

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

STALEY CAPITAL ADVISERS's VO Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, selling an estimated $8.92K and leaving 195,749 shares worth $15.8M. The position accounts for 0.61% of the portfolio, ranked #33.

STALEY CAPITAL ADVISERS first reported a position in VO in Q2 2018 and has held it in 33 quarters since. The position peaked at $16.6M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 195,749 shares of Vanguard Morningstar Mid-Cap ETF worth $15.8M as of Q2 2026.
  • STALEY CAPITAL ADVISERS sold 115 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.92K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.61% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #33 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • STALEY CAPITAL ADVISERS's Vanguard Morningstar Mid-Cap ETF position peaked at $16.6M in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.