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

Waterloo 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	$565K	Sell	7,014 -386	-5%	-$29.9K	0.03%	333
2026 Q1	$531K	Sell	7,400 -12	-0.2%	-$892	0.04%	294
2025 Q4	$538K	Sell	7,412 -12	-0.2%	-$873	0.04%	286
2025 Q3	$545K	Buy	7,424 +4	+0.1%	+$287	0.04%	262
2025 Q2	$519K	Sell	7,420 -1,208	-14%	-$79.3K	0.04%	266
2025 Q1	$558K	Buy	8,628 +884	+11%	+$59.3K	0.05%	232
2024 Q4	$511K	Sell	7,744 -4,192	-35%	-$285K	0.05%	226
2024 Q3	$787K	Sell	11,936 -1,872	-14%	-$118K	0.09%	180
2024 Q2	$836K	Sell	13,808 -92	-0.7%	-$5.59K	0.1%	164
2024 Q1	$868K	Buy	13,900 +308	+2%	+$18.2K	0.11%	164
2023 Q4	$790K	Buy	13,592 +1,152	+9%	+$61.5K	0.13%	161
2023 Q3	$648K	Buy	12,440 +2,276	+22%	+$125K	0.19%	88
2023 Q2	$559K	Hold	10,164	–	–	0.17%	82
2023 Q1	$536K	Buy	+10,164	New	+$541K	0.17%	84

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 22.9% 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

Waterloo Capital's VO Position: Q2 2026 in Review

Waterloo Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.2% in Q2 2026, selling an estimated $29.9K and leaving 7,014 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #333.

Waterloo Capital first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $868K in Q1 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Waterloo Capital held 7,014 shares of Vanguard Morningstar Mid-Cap ETF worth $565K as of Q2 2026.
Waterloo Capital sold 386 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #333 holding.
Waterloo Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Waterloo Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $868K in Q1 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.