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

Steel Grove 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 		$381K Sell
4,728
-40
-0.8% -$3.1K 0.04% 160
2026
Q1 		$342K Buy
+4,768
New +$354K 0.04% 163

Other funds holding VO

Jones Financial Companies
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Wells Fargo
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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

Steel Grove Capital Advisors's VO Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.84% in Q2 2026, selling an estimated $3.1K and leaving 4,728 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #160.

Steel Grove Capital Advisors first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Steel Grove Capital Advisors held 4,728 shares of Vanguard Morningstar Mid-Cap ETF worth $381K as of Q2 2026.
  • Steel Grove Capital Advisors sold 40 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #160 holding.
  • Steel Grove Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.