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

TownSquare Capital’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 		$904K Buy
11,224
+2,496
+29% +$194K 0.17% 115
2026
Q1 		$627K Buy
8,728
+2,128
+32% +$158K 0.14% 133
2025
Q4 		$479K Hold
6,600
– – 0.11% 152
2025
Q3 		$485K Hold
6,600
– – 0.07% 224
2025
Q2 		$462K Sell
6,600
-194,120
-97% -$12.7M 0.05% 363
2025
Q1 		$13M Buy
200,720
+57,820
+40% +$3.88M 0.14% 144
2024
Q4 		$9.44M Buy
142,900
+48,656
+52% +$3.3M 0.11% 179
2024
Q3 		$6.22M Buy
94,244
+30,648
+48% +$1.92M 0.07% 259
2024
Q2 		$3.85M Buy
63,596
+43,124
+211% +$2.62M 0.05% 324
2024
Q1 		$1.28M Buy
20,472
+9,804
+92% +$579K 0.02% 597
2023
Q4 		$621K Sell
10,668
-40,504
-79% -$2.16M 0.01% 719
2023
Q3 		$2.66M Buy
51,172
+33,796
+194% +$1.85M 0.05% 336
2023
Q2 		$957K Buy
17,376
+11,228
+183% +$589K 0.02% 557
2023
Q1 		$324K Sell
6,148
-4,100
-40% -$218K 0.01% 812
2022
Q4 		$522K Buy
+10,248
New +$522K 0.01% 620
2022
Q2 		– Sell
-8,852
Closed -$526K – 782
2022
Q1 		$526K Buy
+8,852
New +$519K 0.01% 482
2021
Q4 		– Sell
-3,828
Closed -$227K – 777
2021
Q3 		$227K Buy
+3,828
New +$231K 0.01% 640

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

TownSquare Capital's VO Position: Q2 2026 in Review

TownSquare Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 11,224 shares worth $904K. The position accounts for 0.17% of the portfolio, ranked #115.

TownSquare Capital first reported a position in VO in Q3 2021 and has held it in 17 quarters since. The position peaked at $13M in Q1 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TownSquare Capital held 11,224 shares of Vanguard Morningstar Mid-Cap ETF worth $904K as of Q2 2026.
  • TownSquare Capital bought 2,496 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of TownSquare Capital's portfolio in Q2 2026, its #115 holding.
  • TownSquare Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 17 quarters since.
  • TownSquare Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $13M in Q1 2025.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TownSquare Capital's 13F filing for Q2 2026, filed 14 Aug 2026.