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 Q3	$2.2K	Sell	28 -24	-46%	-$1.95K	﹤0.01%	797
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Cedar Mountain Advisors's VO Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 46% in Q3 2026, selling an estimated $1.95K and leaving 28 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Cedar Mountain Advisors first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.2K in Q1 2024. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Cedar Mountain Advisors held 28 shares of Vanguard Morningstar Mid-Cap ETF worth $2.2K as of Q3 2026.
Cedar Mountain Advisors sold 24 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.95K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #797 holding.
Cedar Mountain Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Cedar Mountain Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $12.2K in Q1 2024.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.