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VOVO
Showing 8 of 31 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in Vanguard Morningstar Mid-Cap E

Yes. Captrust holds 1,402,905 shares of VO, worth $113M, as of its Q2 2026 13F filing. It increased the position from 333,471 shares in Q1 2026. Captrust has held VO in every 13F on record since Q4 2018, 31 quarterly filings. VO is 0.2% of Captrust's reported 13F portfolio.

Current Value

$113M

Current Shares

1.4M

Total Value Change

+$13.9M

Total Shares Change

+988,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+320.7%
$113M0.2%$80.57
58
2026-Q1
Increased
333,471
+0.7%
$95.8M0.2%$71.57
36
2025-Q4
Decreased
331,262
-1.4%
$96.1M0.2%$72.05
0
2025-Q3
Decreased
335,840
-2.3%
$98.6M0.2%$72.64
0
2025-Q2
Decreased
343,668
-11.9%
$96.2M0.2%$68.96
0
2025-Q1
Decreased
389,968
-1.0%
$90.9M0.2%$63.49
0
2024-Q4
Decreased
393,897
-4.9%
$93.9M0.3%$64.55
0
2024-Q3
Increased
414,085
+4.5%
$99.1M0.3%$64.22
37

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN

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