Cary Street Partners Investment Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cary Street Partners Investment Advisory’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	$169K	Buy	2,092 +604	+41%	+$46.8K	0.03%	411
2026 Q1	$107K	Hold	1,488	–	–	0.03%	443
2025 Q4	$108K	Hold	1,488	–	–	0.03%	418
2025 Q3	$109K	Buy	+1,488	New	+$107K	0.05%	351
2024 Q4	–	Sell	-109,960	Closed	-$7.25M	–	768
2024 Q3	$7.25M	Buy	109,960 +5,920	+6%	+$372K	0.27%	95
2024 Q2	$6.3M	Sell	104,040 -1,900	-2%	-$115K	0.25%	103
2024 Q1	$6.62M	Buy	105,940 +15,336	+17%	+$906K	0.28%	97
2023 Q4	$5.27M	Buy	90,604 +9,688	+12%	+$518K	0.25%	108
2023 Q3	$4.21M	Buy	80,916 +5,352	+7%	+$294K	0.23%	120
2023 Q2	$4.16M	Sell	75,564 -18,732	-20%	-$982K	0.27%	106
2023 Q1	$4.97M	Sell	94,296 -592	-0.6%	-$31.5K	0.36%	76
2022 Q4	$4.83M	Sell	94,888 -1,176	-1%	-$59.9K	0.36%	75
2022 Q3	$4.51M	Buy	96,064 +4,168	+5%	+$218K	0.37%	75
2022 Q2	$4.53M	Buy	91,896 +52,496	+133%	+$2.84M	0.38%	74
2022 Q1	$2.34M	Buy	39,400 +16,768	+74%	+$984K	0.64%	45
2021 Q4	$1.44M	Buy	22,632 +2,420	+12%	+$152K	0.4%	76
2021 Q3	$1.2M	Buy	20,212 +596	+3%	+$36K	0.39%	77
2021 Q2	$1.16M	Buy	19,616 +4,664	+31%	+$270K	0.38%	78
2021 Q1	$827K	Buy	14,952 +1,252	+9%	+$67.9K	0.34%	74
2020 Q4	$708K	Sell	13,700 -1,036	-7%	-$50.2K	0.14%	149
2020 Q3	$649K	Buy	+14,736	New	+$642K	0.14%	156

Other funds holding VO

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cary Street Partners Investment Advisory's VO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 41% in Q2 2026, buying an estimated $46.8K and bringing the position to 2,092 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #411.

Cary Street Partners Investment Advisory first reported a position in VO in Q3 2020 and has held it in 21 quarters since. The position peaked at $7.25M in Q3 2024. 2,222 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cary Street Partners Investment Advisory held 2,092 shares of Vanguard Morningstar Mid-Cap ETF worth $169K as of Q2 2026.
Cary Street Partners Investment Advisory bought 604 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #411 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 21 quarters since.
Cary Street Partners Investment Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $7.25M in Q3 2024.
2,222 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.