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

Cambridge 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	$1.61M	Hold	19,968	–	–	0.02%	51
2026 Q1	$1.43M	Hold	19,968	–	–	0.02%	53
2025 Q4	$1.45M	Hold	19,968	–	–	0.02%	50
2025 Q3	$1.47M	Buy	+19,968	New	+$1.43M	0.03%	48
2020 Q4	–	Sell	-128,048	Closed	-$5.64M	–	57
2020 Q3	$5.64M	Buy	+128,048	New	+$5.58M	0.53%	28

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

Cambridge Associates's VO Position: Q2 2026 in Review

Cambridge Associates held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 19,968 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #51.

Cambridge Associates first reported a position in VO in Q3 2020 and has held it in 5 quarters since. The position peaked at $5.64M in Q3 2020. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cambridge Associates held 19,968 shares of Vanguard Morningstar Mid-Cap ETF worth $1.61M as of Q2 2026.
Cambridge Associates left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Cambridge Associates's portfolio in Q2 2026, its #51 holding.
Cambridge Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 5 quarters since.
Cambridge Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $5.64M in Q3 2020.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cambridge Associates's 13F filing for Q2 2026, filed 14 Aug 2026.