CIAS
VO icon

CBIZ Investment Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CBIZ Investment Advisory Services’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 		$85.4M Sell
297,343
-892,029
-75% -$69.2M 3.12% 8
2026
Q1 		$85.4M Sell
1,189,372
-1,330,680
-53% -$98.9M 3.12% 8
2025
Q4 		$181M Buy
2,520,052
+34,824
+1% +$2.53M 6.86% 6
2025
Q3 		$183M Buy
2,485,228
+1,075,176
+76% +$77.2M 7.15% 6
2025
Q2 		$98.7M Buy
1,410,052
+50,304
+4% +$3.3M 4.37% 6
2025
Q1 		$87.9M Buy
1,359,748
+28,708
+2% +$1.93M 4.31% 6
2024
Q4 		$87.9M Buy
1,331,040
+15,536
+1% +$1.05M 4.39% 6
2024
Q3 		$86.8M Buy
1,315,504
+26,736
+2% +$1.68M 4.51% 6
2024
Q2 		$78M Sell
1,288,768
-908,036
-41% -$55.2M 4.39% 6
2024
Q1 		$140M Buy
2,196,804
+452,776
+26% +$26.8M 9.71% 5
2023
Q4 		$101M Buy
1,744,028
+55,024
+3% +$2.94M 7.72% 5
2023
Q3 		$87.9M Sell
1,689,004
-30,012
-2% -$1.65M 8.07% 5
2023
Q2 		$94.6M Buy
1,719,016
+31,900
+2% +$1.67M 8.06% 5
2023
Q1 		$89M Buy
1,687,116
+1,574,216
+1,394% +$83.8M 7.78% 5
2022
Q4 		$5.75M Buy
+112,900
New +$5.75M 2.24% 10
2022
Q3 		– Sell
-1,634,376
Closed -$85.4M – 13
2022
Q2 		$80.5M Buy
+1,634,376
New +$88.3M 7.37% 5
2022
Q1 		– Sell
-1,147,712
Closed -$73.1M – 35
2021
Q4 		$73.1M Buy
+1,147,712
New +$71.9M 5.7% 5
2021
Q3 		– Hold
0
– – – 5
2021
Q2 		– Hold
0
– – – 5
2021
Q1 		– Hold
0
– – – 2
2020
Q4 		– Hold
0
– – – 6
2020
Q3 		– Hold
0
– – – 5
2020
Q2 		– Hold
0
– – – 6
2020
Q1 		– Hold
0
– – – 8
2019
Q4 		– Hold
0
– – – 6

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

CBIZ Investment Advisory Services's VO Position: Q2 2026 in Review

CBIZ Investment Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $69.2M and leaving 297,343 shares worth $85.4M. The position accounts for 3.12% of the portfolio, ranked #8.

CBIZ Investment Advisory Services first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $183M in Q3 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CBIZ Investment Advisory Services held 297,343 shares of Vanguard Morningstar Mid-Cap ETF worth $85.4M as of Q2 2026.
  • CBIZ Investment Advisory Services sold 892,029 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $69.2M.
  • Vanguard Morningstar Mid-Cap ETF made up 3.12% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #8 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • CBIZ Investment Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $183M in Q3 2025.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.