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Cambridge Financial Group (Arizona)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cambridge Financial Group (Arizona)’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
Q3 		$348K Hold
4,320
– – 0.11% 122
2026
Q2 		$348K Sell
4,320
-712
-14% -$55.2K 0.11% 123
2026
Q1 		$361K Sell
5,032
-10,428
-67% -$775K 0.12% 123
2025
Q4 		$1.05M Buy
15,460
+8,460
+121% +$615K 0.36% 55
2025
Q3 		$514K Buy
7,000
+2,768
+65% +$199K 0.17% 103
2025
Q2 		$296K Buy
4,232
+20
+0.5% +$1.31K 0.11% 119
2025
Q1 		$272K Sell
4,212
-8,300
-66% -$557K 0.12% 118
2024
Q4 		$826K Buy
12,512
+44
+0.4% +$2.99K 0.35% 55
2024
Q3 		$822K Buy
12,468
+76
+0.6% +$4.77K 0.34% 56
2024
Q2 		$750K Buy
12,392
+8,584
+225% +$522K 0.34% 61
2024
Q1 		$238K Buy
3,808
+8
+0.2% +$473 0.11% 113
2023
Q4 		$221K Buy
+3,800
New +$203K 0.12% 116

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s VO Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,320 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #122.

Cambridge Financial Group (Arizona) first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 4,320 shares of Vanguard Morningstar Mid-Cap ETF worth $348K as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #122 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Cambridge Financial Group (Arizona)'s Vanguard Morningstar Mid-Cap ETF position peaked at $1.05M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.