Carolina Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Carolina Wealth 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
2025 Q4	–	Sell	-160	Closed	-$11.8K	–	291
2025 Q3	$11.8K	Buy	+160	New	+$11.5K	0.01%	164
2024 Q1	–	Sell	-8	Closed	-$465	–	249
2023 Q4	$465	Hold	8	–	–	﹤0.01%	228
2023 Q3	$416	Sell	8 -40	-83%	-$2.19K	﹤0.01%	249
2023 Q2	$2.64K	Buy	+48	New	+$2.52K	﹤0.01%	203
2023 Q1	–	Sell	-80	Closed	-$4K	–	288
2022 Q4	$4K	Hold	80	–	–	﹤0.01%	187
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	189
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	208
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	209
2021 Q4	$5K	Hold	80	–	–	﹤0.01%	215
2021 Q3	$5K	Hold	80	–	–	﹤0.01%	211
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	224
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	263
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	194
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	178
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	149
2020 Q1	$3K	Sell	80 -268	-77%	-$11.1K	﹤0.01%	146
2019 Q4	$16K	Buy	+348	New	+$14.9K	0.02%	111

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carolina Wealth Advisors's VO Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 160 shares — an estimated $11.8K sold.

Carolina Wealth Advisors first reported a position in VO in Q4 2019 and held it in 17 quarters. The position peaked at $16K in Q4 2019. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Carolina Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 160 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $11.8K.
Carolina Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 17 quarters.
Carolina Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $16K in Q4 2019.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.