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CCG Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CCG Wealth Management’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 		$349K Sell
4,330
-10
-0.2% -$775 0.08% 110
2026
Q1 		$312K Buy
4,340
+444
+11% +$33K 0.08% 109
2025
Q4 		$283K Sell
3,896
-92
-2% -$6.69K 0.12% 83
2025
Q3 		$293K Hold
3,988
– – 0.14% 71
2025
Q2 		$279K Buy
3,988
+188
+5% +$12.3K 0.15% 64
2025
Q1 		$246K Buy
+3,800
New +$255K 0.15% 67

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

CCG Wealth Management's VO Position: Q2 2026 in Review

CCG Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q2 2026, selling an estimated $775 and leaving 4,330 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #110.

CCG Wealth Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CCG Wealth Management held 4,330 shares of Vanguard Morningstar Mid-Cap ETF worth $349K as of Q2 2026.
  • CCG Wealth Management sold 10 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $775.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of CCG Wealth Management's portfolio in Q2 2026, its #110 holding.
  • CCG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.