Cambridge Investment Research Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94M | Buy |
1,309,764
+160,272
| +14% | +$11.9M | 0.24% | 71 |
|
|
2025
Q4 | $83.4M | Buy |
1,149,492
+46,484
| +4% | +$3.38M | 0.22% | 78 |
|
|
2025
Q3 | $81M | Buy |
1,103,008
+98,832
| +10% | +$7.1M | 0.22% | 77 |
|
|
2025
Q2 | $70.3M | Sell |
1,004,176
-144,712
| -13% | -$9.5M | 0.21% | 80 |
|
|
2025
Q1 | $74.3M | Buy |
1,148,888
+20,152
| +2% | +$1.35M | 0.25% | 67 |
|
|
2024
Q4 | $74.5M | Buy |
1,128,736
+7,892
| +0.7% | +$536K | 0.25% | 66 |
|
|
2024
Q3 | $73.9M | Sell |
1,120,844
-34,960
| -3% | -$2.2M | 0.25% | 68 |
|
|
2024
Q2 | $70M | Sell |
1,155,804
-49,840
| -4% | -$3.03M | 0.26% | 68 |
|
|
2024
Q1 | $75.3M | Buy |
1,205,644
+6,388
| +0.5% | +$378K | 0.29% | 60 |
|
|
2023
Q4 | $69.7M | Buy |
1,199,256
+27,800
| +2% | +$1.49M | 0.3% | 57 |
|
|
2023
Q3 | $61M | Buy |
1,171,456
+79,088
| +7% | +$4.34M | 0.28% | 60 |
|
|
2023
Q2 | $60.1M | Sell |
1,092,368
-52,352
| -5% | -$2.74M | 0.27% | 58 |
|
|
2023
Q1 | $60.4M | Buy |
1,144,720
+85,752
| +8% | +$4.56M | 0.3% | 57 |
|
|
2022
Q4 | $54M | Buy |
1,058,968
+60,412
| +6% | +$3.08M | 0.28% | 67 |
|
|
2022
Q3 | $46.9M | Sell |
998,556
-1,924
| -0.2% | -$101K | 0.26% | 66 |
|
|
2022
Q2 | $49.3M | Sell |
1,000,480
-274,576
| -22% | -$14.8M | 0.27% | 66 |
|
|
2022
Q1 | $75.8M | Buy |
1,275,056
+114,572
| +10% | +$6.72M | 0.35% | 49 |
|
|
2021
Q4 | $73.9M | Buy |
1,160,484
+45,908
| +4% | +$2.88M | 0.33% | 54 |
|
|
2021
Q3 | $66M | Buy |
1,114,576
+29,352
| +3% | +$1.77M | 0.33% | 54 |
|
|
2021
Q2 | $64.4M | Buy |
1,085,224
+72,492
| +7% | +$4.2M | 0.31% | 56 |
|
|
2021
Q1 | $56M | Buy |
1,012,732
+98,060
| +11% | +$5.32M | 0.3% | 57 |
|
|
2020
Q4 | $47.3M | Buy |
914,672
+18,232
| +2% | +$883K | 0.28% | 64 |
|
|
2020
Q3 | $39.5M | Sell |
896,440
-2,744
| -0.3% | -$120K | 0.27% | 69 |
|
|
2020
Q2 | $36.8M | Buy |
899,184
+131,916
| +17% | +$5.05M | 0.28% | 68 |
|
|
2020
Q1 | $25.3M | Buy |
767,268
+163,628
| +27% | +$6.78M | 0.24% | 82 |
|
|
2019
Q4 | $26.9M | Buy |
603,640
+72,476
| +14% | +$3.11M | 0.21% | 105 |
|
|
2019
Q3 | $22.3M | Sell |
531,164
-21,628
| -4% | -$904K | 0.2% | 107 |
|
|
2019
Q2 | $23.1M | Buy |
552,792
+7,372
| +1% | +$302K | 0.21% | 103 |
|
|
2019
Q1 | $21.9M | Sell |
545,420
-61,444
| -10% | -$2.36M | 0.21% | 100 |
|
|
2018
Q4 | $21M | Buy |
606,864
+79,380
| +15% | +$2.98M | 0.23% | 93 |
|
|
2018
Q3 | $21.7M | Buy |
527,484
+39,172
| +8% | +$1.6M | 0.21% | 105 |
|
|
2018
Q2 | $19.2M | Sell |
488,312
-134,316
| -22% | -$5.27M | 0.2% | 110 |
|
|
2018
Q1 | $24M | Buy |
622,628
+127,024
| +26% | +$5M | 0.27% | 73 |
|
|
2017
Q4 | $19.2M | Sell |
495,604
-7,584
| -2% | -$286K | 0.23% | 95 |
|
|
2017
Q3 | $18.5M | Sell |
503,188
-39,160
| -7% | -$1.41M | 0.25% | 76 |
|
|
2017
Q2 | $19.3M | Buy |
542,348
+13,692
| +3% | +$484K | 0.28% | 72 |
|
|
2017
Q1 | $18.4M | Buy |
528,656
+91,156
| +21% | +$3.13M | 0.31% | 61 |
|
|
2016
Q4 | $14.4M | Buy |
437,500
+55,776
| +15% | +$1.81M | 0.27% | 73 |
|
|
2016
Q3 | $12.4M | Buy |
381,724
+31,188
| +9% | +$1M | 0.23% | 87 |
|
|
2016
Q2 | $10.8M | Buy |
350,536
+26,804
| +8% | +$819K | 0.23% | 91 |
|
|
2016
Q1 | $9.81M | Buy |
323,732
+38,876
| +14% | +$1.1M | 0.22% | 90 |
|
|
2015
Q4 | $8.55M | Sell |
284,856
-114,468
| -29% | -$3.49M | 0.2% | 105 |
|
|
2015
Q3 | $11.6M | Buy |
399,324
+43,364
| +12% | +$1.35M | 0.33% | 62 |
|
|
2015
Q2 | $11.3M | Buy |
355,960
+54,656
| +18% | +$1.77M | 0.31% | 68 |
|
|
2015
Q1 | $10M | Buy |
301,304
+100,728
| +50% | +$3.17M | 0.28% | 76 |
|
|
2014
Q4 | $6.2M | Sell |
200,576
-12,792
| -6% | -$386K | 0.19% | 110 |
|
|
2014
Q3 | $6.26M | Sell |
213,368
-56,156
| -21% | -$1.67M | 0.18% | 120 |
|
|
2014
Q2 | $8M | Buy |
269,524
+4,248
| +2% | +$121K | 0.28% | 77 |
|
|
2014
Q1 | $7.53M | Buy |
265,276
+30,536
| +13% | +$847K | 0.28% | 75 |
|
|
2013
Q4 | $6.46M | Buy |
234,740
+50,568
| +27% | +$1.35M | 0.26% | 80 |
|
|
2013
Q3 | $4.72M | Buy |
184,172
+11,860
| +7% | +$298K | 0.21% | 109 |
|
|
2013
Q2 | $4.1M | Buy |
+172,312
| New | +$4.09M | 0.21% | 102 |
|
Other funds holding VO
