CMAI
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Capital Management Associates Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Capital Management Associates Inc’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 		$6.46M Buy
80,127
+1,051
+1% +$81.5K 1.3% 15
2026
Q1 		$5.68M Sell
79,076
-5,924
-7% -$440K 1.28% 14
2025
Q4 		$6.17M Buy
85,000
+38,620
+83% +$2.81M 1.36% 15
2025
Q3 		$3.41M Sell
46,380
-256
-0.5% -$18.4K 0.92% 20
2025
Q2 		$3.26M Sell
46,636
-21,648
-32% -$1.42M 1.03% 19
2025
Q1 		$4.41M Buy
68,284
+21,616
+46% +$1.45M 1% 17
2024
Q4 		$3.08M Sell
46,668
-8,412
-15% -$571K 1.15% 17
2024
Q3 		$3.63M Buy
55,080
+17,608
+47% +$1.11M 1.48% 12
2024
Q2 		$2.27M Sell
37,472
-2,816
-7% -$171K 1.37% 13
2024
Q1 		$2.52M Sell
40,288
-3,548
-8% -$210K 1.85% 12
2023
Q4 		$2.55M Buy
+43,836
New +$2.34M 1.5% 13

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 Management Associates Inc's VO Position: Q2 2026 in Review

Capital Management Associates Inc increased its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $81.5K and bringing the position to 80,127 shares worth $6.46M. The position accounts for 1.3% of the portfolio, ranked #15.

Capital Management Associates Inc first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 724 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Management Associates Inc held 80,127 shares of Vanguard Mid-Cap ETF worth $6.46M as of Q2 2026.
  • Capital Management Associates Inc bought 1,051 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $81.5K.
  • Vanguard Mid-Cap ETF made up 1.3% of Capital Management Associates Inc's portfolio in Q2 2026, its #15 holding.
  • Capital Management Associates Inc first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 724 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.