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

Verus Capital Partners’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	$3.61M	Buy	44,844 +1,200	+3%	+$93K	0.2%	76
2026 Q1	$3.13M	Buy	43,644 +2,080	+5%	+$155K	0.21%	76
2025 Q4	$3.02M	Sell	41,564 -3,924	-9%	-$285K	0.2%	78
2025 Q3	$3.34M	Sell	45,488 -12,520	-22%	-$899K	0.26%	56
2025 Q2	$4.06M	Buy	58,008 +9,280	+19%	+$609K	0.36%	46
2025 Q1	$3.15M	Sell	48,728 -12,148	-20%	-$815K	0.31%	49
2024 Q4	$4.02M	Buy	60,876 +624	+1%	+$42.4K	0.38%	40
2024 Q3	$3.98M	Sell	60,252 -76	-0.1%	-$4.77K	0.39%	37
2024 Q2	$3.67M	Buy	60,328 +48	+0.1%	+$2.92K	0.38%	35
2024 Q1	$3.77M	Sell	60,280 -276	-0.5%	-$16.3K	0.42%	31
2023 Q4	$3.52M	Sell	60,556 -9,244	-13%	-$494K	0.43%	32
2023 Q3	$3.63M	Sell	69,800 -15,604	-18%	-$856K	0.51%	32
2023 Q2	$4.7M	Buy	85,404 +33,672	+65%	+$1.77M	0.67%	22
2023 Q1	$2.73M	Buy	51,732 +6,384	+14%	+$340K	0.43%	39
2022 Q4	$2.31M	Sell	45,348 -31,232	-41%	-$1.59M	0.43%	40
2022 Q3	$3.6M	Buy	76,580 +3,824	+5%	+$200K	0.68%	22
2022 Q2	$3.59M	Buy	72,756 +5,888	+9%	+$318K	0.7%	25
2022 Q1	$3.64M	Buy	+66,868	New	+$3.92M	0.57%	28
2020 Q1	$2.55M	Buy	77,480 +18,840	+32%	+$780K	0.8%	25
2019 Q4	$2.61M	Buy	+58,640	New	+$2.52M	0.85%	22

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

Verus Capital Partners's VO Position: Q2 2026 in Review

Verus Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, buying an estimated $93K and bringing the position to 44,844 shares worth $3.61M. The position accounts for 0.2% of the portfolio, ranked #76.

Verus Capital Partners first reported a position in VO in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.7M in Q2 2023. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Verus Capital Partners held 44,844 shares of Vanguard Morningstar Mid-Cap ETF worth $3.61M as of Q2 2026.
Verus Capital Partners bought 1,200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $93K.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Verus Capital Partners's portfolio in Q2 2026, its #76 holding.
Verus Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
Verus Capital Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $4.7M in Q2 2023.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.