VC
VO icon

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

Vicus 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 		$398K Sell
4,943
-85
-2% -$6.59K 0.03% 203
2026
Q1 		$361K Buy
5,028
+436
+9% +$32.4K 0.03% 203
2025
Q4 		$333K Sell
4,592
-108
-2% -$7.86K 0.03% 207
2025
Q3 		$345K Buy
4,700
+220
+5% +$15.8K 0.03% 209
2025
Q2 		$313K Sell
4,480
-24
-0.5% -$1.57K 0.03% 210
2025
Q1 		$291K Sell
4,504
-92
-2% -$6.17K 0.03% 193
2024
Q4 		$303K Buy
4,596
+100
+2% +$6.79K 0.03% 182
2024
Q3 		$297K Buy
4,496
+500
+13% +$31.4K 0.03% 176
2024
Q2 		$242K Sell
3,996
-50,640
-93% -$3.08M 0.02% 243
2024
Q1 		$3.41M Sell
54,636
-1,120
-2% -$66.2K 0.31% 46
2023
Q4 		$3.24M Buy
55,756
+6,848
+14% +$366K 0.33% 43
2023
Q3 		$2.55M Buy
48,908
+4,004
+9% +$220K 0.27% 54
2023
Q2 		$2.47M Buy
44,904
+1,760
+4% +$92.3K 0.26% 52
2023
Q1 		$2.28M Buy
43,144
+8,148
+23% +$433K 0.24% 52
2022
Q4 		$1.78M Buy
34,996
+5,932
+20% +$302K 0.2% 59
2022
Q3 		$1.37M Sell
29,064
-908
-3% -$47.5K 0.16% 73
2022
Q2 		$1.48M Buy
+29,972
New +$1.62M 0.17% 78

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

Vicus Capital's VO Position: Q2 2026 in Review

Vicus Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, selling an estimated $6.59K and leaving 4,943 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #203.

Vicus Capital first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.41M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Vicus Capital held 4,943 shares of Vanguard Morningstar Mid-Cap ETF worth $398K as of Q2 2026.
  • Vicus Capital sold 85 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Vicus Capital's portfolio in Q2 2026, its #203 holding.
  • Vicus Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Vicus Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $3.41M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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