Cahill Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cahill Financial Advisors’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 Q1	$16.3M	Buy	226,544 +10,584	+5%	+$786K	1.76%	16
2025 Q4	$15.7M	Buy	215,960 +110,460	+105%	+$8.04M	1.71%	16
2025 Q3	$7.75M	Sell	105,500 -2,956	-3%	-$212K	0.88%	24
2025 Q2	$7.59M	Buy	108,456 +2,344	+2%	+$154K	0.94%	23
2025 Q1	$6.86M	Buy	106,112 +4,196	+4%	+$282K	0.93%	23
2024 Q4	$6.73M	Buy	101,916 +312	+0.3%	+$21.2K	0.91%	24
2024 Q3	$6.7M	Buy	101,604 +944	+0.9%	+$59.3K	0.92%	22
2024 Q2	$6.09M	Buy	100,660 +772	+0.8%	+$46.9K	0.83%	25
2024 Q1	$6.24M	Buy	99,888 +908	+0.9%	+$53.7K	0.85%	26
2023 Q4	$5.76M	Buy	98,980 +6,316	+7%	+$337K	0.85%	26
2023 Q3	$4.82M	Buy	92,664 +5,688	+7%	+$312K	0.8%	27
2023 Q2	$4.79M	Buy	86,976 +9,300	+12%	+$488K	0.77%	28
2023 Q1	$4.1M	Buy	77,676 +5,700	+8%	+$303K	0.73%	31
2022 Q4	$3.67M	Sell	71,976 -8,632	-11%	-$440K	0.71%	30
2022 Q3	$3.79M	Buy	80,608 +25,164	+45%	+$1.32M	0.8%	30
2022 Q2	$2.73M	Sell	55,444 -2,768	-5%	-$150K	0.58%	43
2022 Q1	$3.46M	Sell	58,212 -3,812	-6%	-$224K	0.65%	42
2021 Q4	$3.95M	Buy	62,024 +1,428	+2%	+$89.5K	0.76%	33
2021 Q3	$3.59M	Buy	60,596 +72	+0.1%	+$4.35K	0.73%	32
2021 Q2	$3.59M	Buy	60,524 +1,300	+2%	+$75.3K	0.81%	28
2021 Q1	$3.28M	Buy	59,224 +1,352	+2%	+$73.4K	0.8%	30
2020 Q4	$2.99M	Buy	57,872 +1,988	+4%	+$96.3K	0.75%	31
2020 Q3	$2.46M	Buy	55,884 +28	+0.1%	+$1.22K	0.89%	28
2020 Q2	$2.29M	Buy	55,856 +43,408	+349%	+$1.66M	0.89%	27
2020 Q1	$410K	Buy	12,448 +92	+0.7%	+$3.81K	0.19%	102
2019 Q4	$551K	Buy	12,356 +68	+0.6%	+$2.92K	0.2%	101
2019 Q3	$515K	Buy	12,288 +76	+0.6%	+$3.18K	0.2%	104
2019 Q2	$511K	Buy	12,212 +1,748	+17%	+$71.5K	0.2%	99
2019 Q1	$421K	Buy	+10,464	New	+$402K	0.18%	107
2018 Q3	–	Sell	-8,968	Closed	-$354K	–	161
2018 Q2	$354K	Buy	+8,968	New	+$352K	0.16%	121

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cahill Financial Advisors's VO Position: Q1 2026 in Review

Cahill Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q1 2026, buying an estimated $786K and bringing the position to 226,544 shares worth $16.3M. The position accounts for 1.76% of the portfolio, ranked #16.

Cahill Financial Advisors first reported a position in VO in Q2 2018 and has held it in 30 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Cahill Financial Advisors held 226,544 shares of Vanguard Morningstar Mid-Cap ETF worth $16.3M as of Q1 2026.
Cahill Financial Advisors bought 10,584 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $786K.
Vanguard Morningstar Mid-Cap ETF made up 1.76% of Cahill Financial Advisors's portfolio in Q1 2026, its #16 holding.
Cahill Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 30 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.