CIAS
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Capital Investment Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Capital Investment Advisory Services’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 		$8.93M Sell
110,890
-2,622
-2% -$203K 0.55% 37
2026
Q1 		$8.15M Sell
113,512
-19,356
-15% -$1.44M 0.59% 36
2025
Q4 		$9.64M Buy
132,868
+2,416
+2% +$176K 0.68% 31
2025
Q3 		$9.58M Sell
130,452
-4,060
-3% -$292K 0.76% 28
2025
Q2 		$9.41M Buy
134,512
+8,908
+7% +$585K 0.77% 24
2025
Q1 		$8.12M Buy
125,604
+7,304
+6% +$490K 0.73% 26
2024
Q4 		$7.81M Sell
118,300
-6,080
-5% -$413K 0.75% 26
2024
Q3 		$8.2M Sell
124,380
-852
-0.7% -$53.5K 0.78% 25
2024
Q2 		$7.58M Sell
125,232
-47,072
-27% -$2.86M 0.78% 24
2024
Q1 		$10.8M Sell
172,304
-10,020
-5% -$592K 1.15% 14
2023
Q4 		$10.6M Buy
182,324
+115,324
+172% +$6.16M 0.98% 18
2023
Q3 		$3.49M Buy
67,000
+600
+0.9% +$32.9K 0.34% 50
2023
Q2 		$3.65M Sell
66,400
-1,256
-2% -$65.8K 0.36% 47
2023
Q1 		$3.57M Buy
67,656
+1,268
+2% +$67.5K 0.42% 46
2022
Q4 		$3.38M Buy
66,388
+4,204
+7% +$214K 0.4% 47
2022
Q3 		$2.92M Buy
62,184
+14,212
+30% +$743K 0.38% 52
2022
Q2 		$2.36M Buy
47,972
+7,620
+19% +$412K 0.29% 72
2022
Q1 		$2.4M Sell
40,352
-6,068
-13% -$356K 0.26% 77
2021
Q4 		$2.96M Buy
46,420
+2,120
+5% +$133K 0.35% 61
2021
Q3 		$2.62M Buy
44,300
+232
+0.5% +$14K 0.33% 60
2021
Q2 		$2.62M Sell
44,068
-572
-1% -$33.2K 0.33% 67
2021
Q1 		$2.47M Sell
44,640
-1,192
-3% -$64.7K 0.35% 68
2020
Q4 		$2.37M Sell
45,832
-2,448
-5% -$119K 0.35% 66
2020
Q3 		$2.13M Buy
48,280
+14,740
+44% +$642K 0.4% 61
2020
Q2 		$1.37M Sell
33,540
-36
-0.1% -$1.38K 0.28% 83
2020
Q1 		$1.1M Sell
33,576
-2,416
-7% -$100K 0.27% 81
2019
Q4 		$1.6M Sell
35,992
-1,068
-3% -$45.9K 0.43% 48
2019
Q3 		$1.55M Buy
37,060
+30,092
+432% +$1.26M 0.43% 48
2019
Q2 		$294K Sell
6,968
-848
-11% -$34.7K 0.09% 219
2019
Q1 		$314K Sell
7,816
-752
-9% -$28.9K 0.12% 160
2018
Q4 		$296K Sell
8,568
-992
-10% -$37.2K 0.13% 149
2018
Q3 		$392K Sell
9,560
-1,352
-12% -$55.2K 0.18% 138
2018
Q2 		$430K Sell
10,912
-716
-6% -$28.1K 0.22% 119
2018
Q1 		$448K Sell
11,628
-14,552
-56% -$573K 0.25% 102
2017
Q4 		$915K Sell
26,180
-8,384
-24% -$316K 0.54% 37
2017
Q3 		$1.18M Sell
34,564
-1,484
-4% -$53.5K 0.72% 34
2017
Q2 		$1.19M Buy
36,048
+1,920
+6% +$67.8K 0.78% 33
2017
Q1 		$1.1M Buy
34,128
+6,812
+25% +$234K 0.81% 28
2016
Q4 		$837K Buy
+27,316
New +$884K 0.73% 34

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Capital Investment Advisory Services's VO Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $203K and leaving 110,890 shares worth $8.93M. The position accounts for 0.55% of the portfolio, ranked #37.

Capital Investment Advisory Services first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.8M in Q1 2024. 834 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Investment Advisory Services held 110,890 shares of Vanguard Mid-Cap ETF worth $8.93M as of Q2 2026.
  • Capital Investment Advisory Services sold 2,622 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Mid-Cap ETF made up 0.55% of Capital Investment Advisory Services's portfolio in Q2 2026, its #37 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's Vanguard Mid-Cap ETF position peaked at $10.8M in Q1 2024.
  • 834 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.