U.S. Capital Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

U.S. Capital Wealth 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 Q1	$2.45M	Buy	34,168 +1,900	+6%	+$141K	0.06%	300
2025 Q4	$2.34M	Buy	32,268 +2,504	+8%	+$182K	0.06%	312
2025 Q3	$2.19M	Buy	29,764 +1,316	+5%	+$94.5K	0.06%	310
2025 Q2	$1.99M	Sell	28,448 -4,940	-15%	-$324K	0.06%	297
2025 Q1	$2.16M	Buy	33,388 +5,764	+21%	+$387K	0.07%	270
2024 Q4	$1.82M	Buy	27,624 +7,300	+36%	+$496K	0.06%	317
2024 Q3	$1.34M	Buy	20,324 +4,608	+29%	+$289K	0.05%	322
2024 Q2	$951K	Buy	15,716 +1,820	+13%	+$111K	0.04%	351
2024 Q1	$868K	Buy	13,896 +112	+0.8%	+$6.62K	0.03%	367
2023 Q4	$802K	Sell	13,784 -336	-2%	-$18K	0.03%	369
2023 Q3	$735K	Buy	14,120 +7,848	+125%	+$430K	0.03%	356
2023 Q2	$345K	Buy	6,272 +352	+6%	+$18.5K	0.02%	506
2023 Q1	$312K	Sell	5,920 -20	-0.3%	-$1.06K	0.01%	528
2022 Q4	$303K	Buy	5,940 +504	+9%	+$25.7K	0.01%	532
2022 Q3	$255K	Hold	5,436	–	–	0.01%	547
2022 Q2	$268K	Buy	5,436 +744	+16%	+$40.2K	0.01%	571
2022 Q1	$279K	Buy	4,692 +580	+14%	+$34K	0.01%	616
2021 Q4	$262K	Hold	4,112	–	–	0.01%	627
2021 Q3	$243K	Buy	+4,112	New	+$248K	0.01%	650

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

U.S. Capital Wealth Advisors's VO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 5.9% in Q1 2026, buying an estimated $141K and bringing the position to 34,168 shares worth $2.45M. The position accounts for 0.06% of the portfolio, ranked #300.

U.S. Capital Wealth Advisors first reported a position in VO in Q3 2021 and has held it in 19 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

U.S. Capital Wealth Advisors held 34,168 shares of Vanguard Mid-Cap ETF worth $2.45M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,900 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $141K.
Vanguard Mid-Cap ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #300 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.