Y-Intercept (HK)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Y-Intercept (HK)’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	$647K	Buy	8,036 +2,108	+36%	+$163K	0.01%	1227
2026 Q1	$426K	Buy	+5,928	New	+$440K	0.01%	1300
2025 Q4	–	Sell	-5,208	Closed	-$382K	–	2017
2025 Q3	$382K	Buy	+5,208	New	+$374K	0.01%	1326
2025 Q2	–	Sell	-4,364	Closed	-$282K	–	2054
2025 Q1	$282K	Sell	4,364 -25,036	-85%	-$1.68M	0.02%	925
2024 Q4	$1.94M	Buy	29,400 +20,716	+239%	+$1.41M	0.13%	219
2024 Q3	$573K	Buy	+8,684	New	+$545K	0.04%	719
2023 Q4	–	Sell	-22,752	Closed	-$1.18M	–	1681
2023 Q3	$1.18M	Buy	22,752 +8,832	+63%	+$484K	0.12%	260
2023 Q2	$766K	Buy	+13,920	New	+$730K	0.08%	388
2023 Q1	–	Sell	-4,492	Closed	-$229K	–	1567
2022 Q4	$229K	Sell	4,492 -43,348	-91%	-$2.21M	0.03%	773
2022 Q3	$2.25M	Buy	47,840 +37,272	+353%	+$1.95M	0.22%	130
2022 Q2	$520K	Buy	+10,568	New	+$571K	0.07%	417
2021 Q3	–	Sell	-9,680	Closed	-$574K	–	932
2021 Q2	$574K	Buy	+9,680	New	+$561K	0.15%	226

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

Y-Intercept (HK)'s VO Position: Q2 2026 in Review

Y-Intercept (HK) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 36% in Q2 2026, buying an estimated $163K and bringing the position to 8,036 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #1227.

Y-Intercept (HK) first reported a position in VO in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2022. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Y-Intercept (HK) held 8,036 shares of Vanguard Morningstar Mid-Cap ETF worth $647K as of Q2 2026.
Y-Intercept (HK) bought 2,108 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $163K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1227 holding.
Y-Intercept (HK) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s Vanguard Morningstar Mid-Cap ETF position peaked at $2.25M in Q3 2022.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.