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 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

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 Financial Group (Arizona)'s VO Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, selling an estimated $55.2K and leaving 4,320 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #123.

Cambridge Financial Group (Arizona) first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cambridge Financial Group (Arizona) held 4,320 shares of Vanguard Morningstar Mid-Cap ETF worth $348K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 712 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $55.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #123 holding.
Cambridge Financial Group (Arizona) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Vanguard Morningstar Mid-Cap ETF position peaked at $1.05M in Q4 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.