Centaurus Financial’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 | $576K | Sell |
7,154
-18
| -0.3% | -$1.4K | 0.02% | 545 |
|
|
2026
Q1 | $515K | Buy |
7,172
+432
| +6% | +$32.1K | 0.02% | 520 |
|
|
2025
Q4 | $489K | Buy |
6,740
+420
| +7% | +$30.6K | 0.02% | 536 |
|
|
2025
Q3 | $464K | Buy |
6,320
+132
| +2% | +$9.48K | 0.02% | 556 |
|
|
2025
Q2 | $433K | Sell |
6,188
-260
| -4% | -$17.1K | 0.03% | 513 |
|
|
2025
Q1 | $417K | Sell |
6,448
-1,448
| -18% | -$97.2K | 0.03% | 504 |
|
|
2024
Q4 | $521K | Buy |
7,896
+776
| +11% | +$52.7K | 0.03% | 426 |
|
|
2024
Q3 | $470K | Sell |
7,120
-36,088
| -84% | -$2.27M | 0.03% | 426 |
|
|
2024
Q2 | $2.62M | Sell |
43,208
-1,044
| -2% | -$63.4K | 0.17% | 127 |
|
|
2024
Q1 | $2.76M | Sell |
44,252
-4,896
| -10% | -$289K | 0.19% | 120 |
|
|
2023
Q4 | $2.86M | Buy |
49,148
+564
| +1% | +$30.1K | 0.22% | 105 |
|
|
2023
Q3 | $2.53M | Sell |
48,584
-896
| -2% | -$49.1K | 0.22% | 107 |
|
|
2023
Q2 | $2.72M | Sell |
49,480
-5,264
| -10% | -$276K | 0.24% | 108 |
|
|
2023
Q1 | $2.89M | Sell |
54,744
-4
| -0% | -$213 | 0.23% | 114 |
|
|
2022
Q4 | $2.79M | Sell |
54,748
-3,444
| -6% | -$175K | 0.26% | 100 |
|
|
2022
Q3 | $2.73M | Buy |
58,192
+4,424
| +8% | +$231K | 0.27% | 96 |
|
|
2022
Q2 | $2.65M | Sell |
53,768
-876
| -2% | -$47.3K | 0.26% | 103 |
|
|
2022
Q1 | $3.25M | Sell |
54,644
-16,028
| -23% | -$940K | 0.26% | 99 |
|
|
2021
Q4 | $4.5M | Buy |
70,672
+3,376
| +5% | +$212K | 0.34% | 70 |
|
|
2021
Q3 | $3.98M | Buy |
67,296
+3,924
| +6% | +$237K | 0.33% | 69 |
|
|
2021
Q2 | $3.76M | Buy |
63,372
+3,960
| +7% | +$230K | 0.32% | 73 |
|
|
2021
Q1 | $3.29M | Buy |
59,412
+7,684
| +15% | +$417K | 0.32% | 72 |
|
|
2020
Q4 | $2.67M | Buy |
51,728
+32,768
| +173% | +$1.59M | 0.28% | 79 |
|
|
2020
Q3 | $835K | Sell |
18,960
-456
| -2% | -$19.9K | 0.12% | 196 |
|
|
2020
Q2 | $796K | Sell |
19,416
-13,680
| -41% | -$524K | 0.12% | 205 |
|
|
2020
Q1 | $1.09M | Buy |
33,096
+3,796
| +13% | +$157K | 0.22% | 125 |
|
|
2019
Q4 | $1.3M | Buy |
29,300
+444
| +2% | +$19.1K | 0.18% | 129 |
|
|
2019
Q3 | $1.21M | Buy |
28,856
+1,004
| +4% | +$42K | 0.19% | 132 |
|
|
2019
Q2 | $1.16M | Buy |
27,852
+11,160
| +67% | +$457K | 0.18% | 130 |
|
|
2019
Q1 | $671K | Buy |
16,692
+692
| +4% | +$26.6K | 0.11% | 212 |
|
|
2018
Q4 | $491K | Hold |
16,000
| – | – | 0.11% | 196 |
|
|
2018
Q3 | $578K | Sell |
16,000
-3,088
| -16% | -$126K | 0.1% | 222 |
|
|
2018
Q2 | $752K | Buy |
19,088
+3,408
| +22% | +$134K | 0.1% | 205 |
|
|
2018
Q1 | $605K | Sell |
15,680
-23,268
| -60% | -$916K | 0.14% | 173 |
|
|
2017
Q4 | $1.51M | Buy |
+38,948
| New | +$1.47M | 0.39% | 72 |
|
Other funds holding VO
Centaurus Financial's VO Position: Q2 2026 in Review
Centaurus Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.25% in Q2 2026, selling an estimated $1.4K and leaving 7,154 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #545.
Centaurus Financial first reported a position in VO in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.5M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Centaurus Financial held 7,154 shares of Vanguard Morningstar Mid-Cap ETF worth $576K as of Q2 2026.
- Centaurus Financial sold 18 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.4K.
- Vanguard Morningstar Mid-Cap ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #545 holding.
- Centaurus Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Centaurus Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $4.5M in Q4 2021.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.