Calton & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Calton & 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	$266K	Sell	3,302 -414	-11%	-$32.1K	0.04%	339
2026 Q1	$267K	Buy	3,716 +120	+3%	+$8.92K	0.04%	348
2025 Q4	$261K	Buy	3,596 +4	+0.1%	+$291	0.04%	359
2025 Q3	$264K	Sell	3,592 -756	-17%	-$54.3K	0.04%	350
2025 Q2	$304K	Buy	4,348 +496	+13%	+$32.6K	0.05%	282
2025 Q1	$249K	Buy	+3,852	New	+$259K	0.06%	270
2022 Q1	–	Sell	-3,496	Closed	-$222K	–	411
2021 Q4	$222K	Sell	3,496 -2,676	-43%	-$168K	0.06%	329
2021 Q3	$365K	Buy	+6,172	New	+$373K	0.08%	251

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

Calton & Associates's VO Position: Q2 2026 in Review

Calton & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $32.1K and leaving 3,302 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #339.

Calton & Associates first reported a position in VO in Q3 2021 and has held it in 8 quarters since. The position peaked at $365K in Q3 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Calton & Associates held 3,302 shares of Vanguard Morningstar Mid-Cap ETF worth $266K as of Q2 2026.
Calton & Associates sold 414 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $32.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #339 holding.
Calton & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 8 quarters since.
Calton & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $365K in Q3 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.