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 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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Central Valley Advisors's VO Position: Q2 2026 in Review

Central Valley Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $183K and bringing the position to 182,169 shares worth $14.7M. The position accounts for 3.76% of the portfolio, ranked #5.

Central Valley Advisors first reported a position in VO in Q4 2023 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Central Valley Advisors held 182,169 shares of Vanguard Morningstar Mid-Cap ETF worth $14.7M as of Q2 2026.
Central Valley Advisors bought 2,361 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $183K.
Vanguard Morningstar Mid-Cap ETF made up 3.76% of Central Valley Advisors's portfolio in Q2 2026, its #5 holding.
Central Valley Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.