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

Transcendent Capital Group’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 		$3.01M Sell
37,332
-12
-0% -$930 1.17% 25
2026
Q1 		$2.68M Buy
37,344
+44
+0.1% +$3.27K 1.22% 24
2025
Q4 		$2.71M Sell
37,300
-288
-0.8% -$20.9K 1.23% 23
2025
Q3 		$2.76M Sell
37,588
-324
-0.9% -$23.3K 1.24% 24
2025
Q2 		$2.65M Buy
37,912
+64
+0.2% +$4.2K 1.36% 24
2025
Q1 		$2.45M Buy
37,848
+1,104
+3% +$74.1K 1.38% 23
2024
Q4 		$2.43M Sell
36,744
-696
-2% -$47.3K 1.26% 23
2024
Q3 		$2.47M Sell
37,440
-6,864
-15% -$431K 1.27% 26
2024
Q2 		$2.68M Sell
44,304
-820
-2% -$49.8K 1.55% 21
2024
Q1 		$2.82M Sell
45,124
-104
-0.2% -$6.15K 1.64% 21
2023
Q4 		$2.63M Buy
+45,228
New +$2.42M 1.75% 20

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

Transcendent Capital Group's VO Position: Q2 2026 in Review

Transcendent Capital Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, selling an estimated $930 and leaving 37,332 shares worth $3.01M. The position accounts for 1.17% of the portfolio, ranked #25.

Transcendent Capital Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Transcendent Capital Group held 37,332 shares of Vanguard Morningstar Mid-Cap ETF worth $3.01M as of Q2 2026.
  • Transcendent Capital Group sold 12 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $930.
  • Vanguard Morningstar Mid-Cap ETF made up 1.17% of Transcendent Capital Group's portfolio in Q2 2026, its #25 holding.
  • Transcendent Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.