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Cardiff Park Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cardiff Park 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 		$89.1K Sell
1,106
-1,782
-62% -$138K 0.01% 312
2026
Q1 		$207K Buy
2,888
+8
+0.3% +$594 0.02% 279
2025
Q4 		$209K Buy
2,880
+16
+0.6% +$1.16K 0.02% 264
2025
Q3 		$210K Buy
2,864
+772
+37% +$55.4K 0.02% 283
2025
Q2 		$146K Hold
2,092
– – 0.01% 274
2025
Q1 		$135K Sell
2,092
-56
-3% -$3.76K 0.01% 275
2024
Q4 		$142K Buy
2,148
+8
+0.4% +$543 0.01% 269
2024
Q3 		$141K Buy
2,140
+16
+0.8% +$1K 0.01% 269
2024
Q2 		$128K Buy
2,124
+64
+3% +$3.89K 0.01% 260
2024
Q1 		$129K Buy
2,060
+8
+0.4% +$473 0.01% 279
2023
Q4 		$119K Buy
2,052
+12
+0.6% +$641 0.01% 259
2023
Q3 		$106K Buy
2,040
+8
+0.4% +$439 0.01% 242
2023
Q2 		$112K Sell
2,032
-416
-17% -$21.8K 0.01% 256
2023
Q1 		$129K Buy
2,448
+8
+0.3% +$426 0.02% 241
2022
Q4 		$124K Sell
2,440
-392
-14% -$20K 0.02% 248
2022
Q3 		$133K Sell
2,832
-4,160
-59% -$217K 0.02% 247
2022
Q2 		$344K Sell
6,992
-320
-4% -$17.3K 0.05% 177
2022
Q1 		$435K Buy
7,312
+740
+11% +$43.4K 0.06% 153
2021
Q4 		$419K Buy
+6,572
New +$412K 0.06% 160

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cardiff Park Advisors's VO Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 62% in Q2 2026, selling an estimated $138K and leaving 1,106 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #312.

Cardiff Park Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $435K in Q1 2022. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cardiff Park Advisors held 1,106 shares of Vanguard Morningstar Mid-Cap ETF worth $89.1K as of Q2 2026.
  • Cardiff Park Advisors sold 1,782 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #312 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $435K in Q1 2022.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.