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

Valley Brook 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 		$378K Buy
4,690
+310
+7% +$24K 0.21% 83
2026
Q1 		$314K Buy
4,380
+1,040
+31% +$77.3K 0.21% 87
2025
Q4 		$242K Buy
3,340
+140
+4% +$10.2K 0.16% 104
2025
Q3 		$235K Buy
3,200
+100
+3% +$7.18K 0.16% 104
2025
Q2 		$217K Sell
3,100
-368
-11% -$24.2K 0.16% 108
2025
Q1 		$224K Sell
3,468
-16
-0.5% -$1.07K 0.18% 104
2024
Q4 		$230K Buy
3,484
+60
+2% +$4.07K 0.17% 105
2024
Q3 		$226K Sell
3,424
-20
-0.6% -$1.26K 0.16% 108
2024
Q2 		$208K Sell
3,444
-416
-11% -$25.3K 0.16% 109
2024
Q1 		$241K Buy
3,860
+164
+4% +$9.69K 0.19% 104
2023
Q4 		$215K Buy
+3,696
New +$197K 0.19% 103
2021
Q2 		– Sell
-1,636
Closed -$90K – 426
2021
Q1 		$90K Buy
1,636
+280
+21% +$15.2K 0.08% 166
2020
Q4 		$70K Buy
+1,356
New +$65.7K 0.07% 166

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Valley Brook Capital Group's VO Position: Q2 2026 in Review

Valley Brook Capital Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.1% in Q2 2026, buying an estimated $24K and bringing the position to 4,690 shares worth $378K. The position accounts for 0.21% of the portfolio, ranked #83.

Valley Brook Capital Group first reported a position in VO in Q4 2020 and has held it in 13 quarters since. 1,662 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Valley Brook Capital Group held 4,690 shares of Vanguard Morningstar Mid-Cap ETF worth $378K as of Q2 2026.
  • Valley Brook Capital Group bought 310 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.21% of Valley Brook Capital Group's portfolio in Q2 2026, its #83 holding.
  • Valley Brook Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.