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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vicus Capital's VO Position: Q1 2026 in Review

Vicus Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.5% in Q1 2026, buying an estimated $32.4K and bringing the position to 5,028 shares worth $361K. 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 16 quarters since. The position peaked at $3.41M in Q1 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Vicus Capital held 5,028 shares of Vanguard Morningstar Mid-Cap ETF worth $361K as of Q1 2026.
  • Vicus Capital bought 436 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $32.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Vicus Capital's portfolio in Q1 2026, its #203 holding.
  • Vicus Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Vicus Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $3.41M in Q1 2024.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.