Cantor Fitzgerald Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cantor Fitzgerald Investment Advisors’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	$1.96M	Buy	24,316 +696	+3%	+$54K	0.13%	103
2026 Q1	$1.7M	Buy	23,620 +2,852	+14%	+$212K	0.13%	103
2025 Q4	$1.51M	Buy	20,768 +120	+0.6%	+$8.73K	0.11%	115
2025 Q3	$1.52M	Buy	20,648 +68	+0.3%	+$4.88K	0.1%	121
2025 Q2	$1.44M	Sell	20,580 -260	-1%	-$17.1K	0.1%	120
2025 Q1	$1.35M	Sell	20,840 -328	-2%	-$22K	0.1%	116
2024 Q4	$1.4M	Sell	21,168 -1,116	-5%	-$75.8K	0.1%	117
2024 Q3	$1.47M	Buy	22,284 +11,036	+98%	+$693K	0.1%	113
2024 Q2	$681K	Sell	11,248 -88	-0.8%	-$5.35K	0.05%	122
2024 Q1	$708K	Sell	11,336 -72	-0.6%	-$4.25K	0.05%	120
2023 Q4	$664K	Buy	+11,408	New	+$610K	0.05%	122
2022 Q1	$841K	Buy	14,152 +256	+2%	+$15K	0.04%	216
2021 Q4	$885K	Sell	13,896 -28	-0.2%	-$1.75K	0.05%	213
2021 Q3	$824K	Buy	13,924 +16	+0.1%	+$967	0.06%	114
2021 Q2	$825K	Sell	13,908 -880	-6%	-$51K	0.06%	115
2021 Q1	$764K	Hold	14,788	–	–	0.11%	38
2020 Q4	$764K	Buy	14,788 +2,160	+17%	+$105K	0.11%	38
2020 Q3	$517K	Hold	12,628	–	–	0.08%	40
2020 Q2	$517K	Buy	12,628 +264	+2%	+$10.1K	0.08%	40
2020 Q1	$407K	Sell	12,364 -996	-7%	-$41.2K	0.07%	40
2019 Q4	$595K	Sell	13,360 -136	-1%	-$5.84K	0.09%	33
2019 Q3	$565K	Sell	13,496 -7,856	-37%	-$328K	0.09%	32
2019 Q2	$892K	Sell	21,352 -4,568	-18%	-$187K	0.14%	30
2019 Q1	$1.04M	Buy	25,920 +148	+0.6%	+$5.69K	0.17%	30
2018 Q4	$890K	Sell	25,772 -1,808	-7%	-$67.9K	0.15%	30
2018 Q3	$1.13M	Buy	27,580 +748	+3%	+$30.5K	0.14%	32
2018 Q2	$1.06M	Sell	26,832 -2,244	-8%	-$88.1K	0.13%	32
2018 Q1	$1.12M	Sell	29,076 -1,808	-6%	-$71.2K	0.13%	30
2017 Q4	$1.2M	Sell	30,884 -1,000	-3%	-$37.7K	0.14%	33
2017 Q3	$1.17M	Sell	31,884 -80	-0.3%	-$2.88K	0.14%	33
2017 Q2	$1.14M	Buy	+31,964	New	+$1.13M	0.14%	35

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

Cantor Fitzgerald Investment Advisors's VO Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, buying an estimated $54K and bringing the position to 24,316 shares worth $1.96M. The position accounts for 0.13% of the portfolio, ranked #103.

Cantor Fitzgerald Investment Advisors first reported a position in VO in Q2 2017 and has held it in 31 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 24,316 shares of Vanguard Morningstar Mid-Cap ETF worth $1.96M as of Q2 2026.
Cantor Fitzgerald Investment Advisors bought 696 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $54K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #103 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 31 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.