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

Cambridge Capital Management’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	$386K	Buy	4,785 +13	+0.3%	+$1.01K	0.15%	41
2026 Q1	$343K	Sell	4,772 -16	-0.3%	-$1.19K	0.15%	39
2025 Q4	$347K	Buy	4,788 +8	+0.2%	+$582	0.16%	39
2025 Q3	$351K	Buy	4,780 +128	+3%	+$9.19K	0.17%	36
2025 Q2	$325K	Hold	4,652	–	–	0.17%	35
2025 Q1	$301K	Buy	4,652 +20	+0.4%	+$1.34K	0.19%	33
2024 Q4	$306K	Buy	4,632 +20	+0.4%	+$1.36K	0.2%	32
2024 Q3	$304K	Sell	4,612 -152	-3%	-$9.54K	0.2%	32
2024 Q2	$288K	Hold	4,764	–	–	0.21%	30
2024 Q1	$297K	Buy	4,764 +84	+2%	+$4.96K	0.23%	29
2023 Q4	$272K	Buy	+4,680	New	+$250K	0.23%	30

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Cambridge Capital Management's VO Position: Q2 2026 in Review

Cambridge Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, buying an estimated $1.01K and bringing the position to 4,785 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #41.

Cambridge Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cambridge Capital Management held 4,785 shares of Vanguard Morningstar Mid-Cap ETF worth $386K as of Q2 2026.
Cambridge Capital Management bought 13 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.01K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Cambridge Capital Management's portfolio in Q2 2026, its #41 holding.
Cambridge Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.