Central Valley Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Central Valley 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	$14.4M	Buy	183,015 +846	+0.5%	+$68.8K	3.86%	4
2026 Q2	$14.7M	Buy	182,169 +2,361	+1%	+$183K	3.76%	5
2026 Q1	$12.9M	Buy	179,808 +176,980	+6,258%	+$13.1M	3.52%	5
2025 Q4	$205K	Hold	2,828	–	–	0.06%	148
2025 Q3	$208K	Buy	+2,828	New	+$203K	0.06%	145
2024 Q2	–	Sell	-3,468	Closed	-$217K	–	190
2024 Q1	$217K	Sell	3,468 -4	-0.1%	-$236	0.11%	141
2023 Q4	$202K	Buy	+3,472	New	+$186K	0.12%	138

Other funds holding VO

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Central Valley Advisors's VO Position: Q3 2026 in Review

Central Valley Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.46% in Q3 2026, buying an estimated $68.8K and bringing the position to 183,015 shares worth $14.4M. The position accounts for 3.86% of the portfolio, ranked #4.

Central Valley Advisors first reported a position in VO in Q4 2023 and has held it in 7 quarters since. The position peaked at $14.7M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Central Valley Advisors held 183,015 shares of Vanguard Morningstar Mid-Cap ETF worth $14.4M as of Q3 2026.
Central Valley Advisors bought 846 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $68.8K.
Vanguard Morningstar Mid-Cap ETF made up 3.86% of Central Valley Advisors's portfolio in Q3 2026, its #4 holding.
Central Valley Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Central Valley Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $14.7M in Q2 2026.
1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.