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

Stevens Capital Partners’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 Q1	$2.16M	Buy	30,112 +4,916	+20%	+$365K	0.52%	43
2025 Q4	$1.83M	Buy	25,196 +820	+3%	+$59.6K	0.48%	45
2025 Q3	$1.79M	Sell	24,376 -752	-3%	-$54K	0.53%	39
2025 Q2	$1.79M	Sell	25,128 -180	-0.7%	-$11.8K	0.64%	32
2025 Q1	$1.64M	Sell	25,308 -5,324	-17%	-$357K	0.77%	26
2024 Q4	$2.02M	Sell	30,632 -448	-1%	-$30.4K	0.92%	20
2024 Q3	$2.05M	Sell	31,080 -208	-0.7%	-$13.1K	0.98%	20
2024 Q2	$1.89M	Sell	31,288 -540	-2%	-$32.8K	0.98%	20
2024 Q1	$1.99M	Sell	31,828 -708	-2%	-$41.8K	1.18%	17
2023 Q4	$1.89M	Sell	32,536 -7,532	-19%	-$402K	1.32%	17
2023 Q3	$2.09M	Buy	40,068 +860	+2%	+$47.2K	1.67%	13
2023 Q2	$2.16M	Sell	39,208 -52	-0.1%	-$2.73K	1.67%	13
2023 Q1	$2.07M	Sell	39,260 -2,348	-6%	-$125K	1.74%	13
2022 Q4	$2.12M	Buy	+41,608	New	+$2.12M	1.88%	13

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stevens Capital Partners's VO Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q1 2026, buying an estimated $365K and bringing the position to 30,112 shares worth $2.16M. The position accounts for 0.52% of the portfolio, ranked #43.

Stevens Capital Partners first reported a position in VO in Q4 2022 and has held it in 14 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Stevens Capital Partners held 30,112 shares of Vanguard Morningstar Mid-Cap ETF worth $2.16M as of Q1 2026.
Stevens Capital Partners bought 4,916 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $365K.
Vanguard Morningstar Mid-Cap ETF made up 0.52% of Stevens Capital Partners's portfolio in Q1 2026, its #43 holding.
Stevens Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.