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

Towneley Capital Management’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	$250K	Sell	3,099 -1	-0%	-$78	0.05%	40
2026 Q1	$222K	Buy	3,100 +12	+0.4%	+$892	0.05%	39
2025 Q4	$224K	Buy	3,088 +24	+0.8%	+$1.75K	0.05%	37
2025 Q3	$225K	Sell	3,064 -180	-6%	-$12.9K	0.05%	34
2025 Q2	$227K	Sell	3,244 -2,980	-48%	-$196K	0.05%	34
2025 Q1	$402K	Sell	6,224 -468	-7%	-$31.4K	0.09%	28
2024 Q4	$442K	Sell	6,692 -5,128	-43%	-$348K	0.11%	32
2024 Q3	$780K	Sell	11,820 -4,496	-28%	-$282K	0.18%	27
2024 Q2	$987K	Sell	16,316 -193,156	-92%	-$11.7M	0.23%	25
2024 Q1	$13.1M	Sell	209,472 -548	-0.3%	-$32.4K	3.22%	12
2023 Q4	$12.2M	Buy	+210,020	New	+$11.2M	3.13%	12

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Towneley Capital Management's VO Position: Q2 2026 in Review

Towneley Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, selling an estimated $78 and leaving 3,099 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #40.

Towneley Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q1 2024. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Towneley Capital Management held 3,099 shares of Vanguard Morningstar Mid-Cap ETF worth $250K as of Q2 2026.
Towneley Capital Management sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Towneley Capital Management's portfolio in Q2 2026, its #40 holding.
Towneley Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Towneley Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $13.1M in Q1 2024.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.