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C.M. Bidwell & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

C.M. Bidwell & Associates’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 		$197K Sell
2,450
-102
-4% -$7.91K 0.08% 149
2026
Q1 		$183K Hold
2,552
– – 0.09% 145
2025
Q4 		$185K Buy
2,552
+4
+0.2% +$291 0.09% 143
2025
Q3 		$187K Sell
2,548
-52
-2% -$3.73K 0.09% 135
2025
Q2 		$182K Sell
2,600
-112
-4% -$7.35K 0.09% 136
2025
Q1 		$175K Sell
2,712
-384
-12% -$25.8K 0.11% 130
2024
Q4 		$205K Sell
3,096
-100
-3% -$6.79K 0.12% 121
2024
Q3 		$211K Hold
3,196
– – 0.13% 118
2024
Q2 		$194K Hold
3,196
– – 0.13% 118
2024
Q1 		$200K Hold
3,196
– – 0.14% 117
2023
Q4 		$186K Hold
3,196
– – 0.14% 117
2023
Q3 		$166K Hold
3,196
– – 0.13% 137
2023
Q2 		$176K Hold
3,196
– – 0.13% 137
2023
Q1 		$169K Hold
3,196
– – 0.13% 136
2022
Q4 		$163K Sell
3,196
-2,900
-48% -$148K 0.13% 145
2022
Q3 		$287K Hold
6,096
– – 0.24% 73
2022
Q2 		$300K Hold
6,096
– – 0.24% 68
2022
Q1 		$363K Sell
6,096
-36
-0.6% -$2.11K 0.24% 69
2021
Q4 		$391K Hold
6,132
– – 0.24% 70
2021
Q3 		$363K Hold
6,132
– – 0.24% 64
2021
Q2 		$364K Buy
6,132
+3,048
+99% +$177K 0.24% 67
2021
Q1 		$171K Buy
3,084
+1,276
+71% +$69.2K 0.12% 164
2020
Q4 		$93K Sell
1,808
-376
-17% -$18.2K 0.08% 241
2020
Q3 		$96K Buy
+2,184
New +$95.2K 0.09% 218
2018
Q1 		– Sell
-18,340
Closed -$710K – 440
2017
Q4 		$710K Buy
+18,340
New +$692K 0.61% 42

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

C.M. Bidwell & Associates's VO Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, selling an estimated $7.91K and leaving 2,450 shares worth $197K. The position accounts for 0.08% of the portfolio, ranked #149.

C.M. Bidwell & Associates first reported a position in VO in Q4 2017 and has held it in 25 quarters since. The position peaked at $710K in Q4 2017. 2,484 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • C.M. Bidwell & Associates held 2,450 shares of Vanguard Morningstar Mid-Cap ETF worth $197K as of Q2 2026.
  • C.M. Bidwell & Associates sold 102 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.91K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #149 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • C.M. Bidwell & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $710K in Q4 2017.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.