Cedar Mountain Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cedar Mountain 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
2026 Q2	$4.19K	Buy	52 +28	+117%	+$2.17K	﹤0.01%	744
2026 Q1	$1.72K	Hold	24	–	–	﹤0.01%	836
2025 Q4	$1.74K	Hold	24	–	–	﹤0.01%	415
2025 Q3	$1.76K	Hold	24	–	–	﹤0.01%	436
2025 Q2	$1.68K	Hold	24	–	–	﹤0.01%	312
2025 Q1	$1.55K	Hold	24	–	–	﹤0.01%	297
2024 Q4	$1.58K	Hold	24	–	–	﹤0.01%	318
2024 Q3	$1.58K	Sell	24 -172	-88%	-$10.8K	﹤0.01%	290
2024 Q2	$11.9K	Hold	196	–	–	﹤0.01%	180
2024 Q1	$12.2K	Hold	196	–	–	﹤0.01%	180
2023 Q4	$11.4K	Sell	196 -8	-4%	-$427	﹤0.01%	177
2023 Q3	$10.6K	Hold	204	–	–	﹤0.01%	171
2023 Q2	$11.2K	Hold	204	–	–	﹤0.01%	161
2023 Q1	$10.8K	Buy	204 +172	+538%	+$9.15K	﹤0.01%	161
2022 Q4	$1.63K	Hold	32	–	–	﹤0.01%	257
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	266
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	269
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	280
2021 Q4	$2K	Buy	+32	New	+$2.01K	﹤0.01%	282

Other funds holding VO

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cedar Mountain Advisors's VO Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 117% in Q2 2026, buying an estimated $2.17K and bringing the position to 52 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Cedar Mountain Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2K in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cedar Mountain Advisors held 52 shares of Vanguard Morningstar Mid-Cap ETF worth $4.19K as of Q2 2026.
Cedar Mountain Advisors bought 28 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #744 holding.
Cedar Mountain Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Cedar Mountain Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $12.2K in Q1 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.