WCP
VO icon

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

Wealthcare 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 		$484K Buy
6,009
+53
+0.9% +$4.11K 0.2% 100
2026
Q1 		$428K Buy
5,956
+124
+2% +$9.21K 0.2% 99
2025
Q4 		$423K Sell
5,832
-8
-0.1% -$582 0.2% 97
2025
Q3 		$429K Hold
5,840
– – 0.2% 93
2025
Q2 		$409K Sell
5,840
-236
-4% -$15.5K 0.21% 85
2025
Q1 		$393K Buy
6,076
+452
+8% +$30.3K 0.2% 83
2024
Q4 		$371K Buy
+5,624
New +$382K 0.19% 83

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.89% in Q2 2026, buying an estimated $4.11K and bringing the position to 6,009 shares worth $484K. The position accounts for 0.2% of the portfolio, ranked #100.

Wealthcare Capital Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealthcare Capital Partners held 6,009 shares of Vanguard Morningstar Mid-Cap ETF worth $484K as of Q2 2026.
  • Wealthcare Capital Partners bought 53 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.11K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Wealthcare Capital Partners's portfolio in Q2 2026, its #100 holding.
  • Wealthcare Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.