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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35.7M Buy
443,336
+17,600
+4% +$1.36M 0.78% 23
2026
Q1
$30.6M Buy
425,736
+185,992
+78% +$13.8M 0.76% 27
2025
Q4
$17.4M Buy
239,744
+40,436
+20% +$2.94M 0.43% 51
2025
Q3
$14.6M Sell
199,308
-224
-0.1% -$16.1K 0.38% 63
2025
Q2
$14M Buy
199,532
+79,644
+66% +$5.23M 0.39% 67
2025
Q1
$7.75M Buy
119,888
+1,600
+1% +$107K 0.25% 97
2024
Q4
$7.81M Buy
+118,288
New +$8.03M 0.25% 96

Other funds holding VO

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

Cary Street Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, buying an estimated $1.36M and bringing the position to 443,336 shares worth $35.7M. The position accounts for 0.78% of the portfolio, ranked #23.

Cary Street Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cary Street Partners held 443,336 shares of Vanguard Morningstar Mid-Cap ETF worth $35.7M as of Q2 2026.
  • Cary Street Partners bought 17,600 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.78% of Cary Street Partners's portfolio in Q2 2026, its #23 holding.
  • Cary Street Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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