Certified Advisory Corp’s Vanguard Mid-Cap ETF VO Stock Holding History

Certified Advisory Corp’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	$3.23M	Buy	40,033 +317	+0.8%	+$24.6K	0.26%	94
2026 Q1	$2.85M	Buy	39,716 +2,760	+7%	+$205K	0.26%	95
2025 Q4	$2.68M	Buy	36,956 +604	+2%	+$43.9K	0.24%	98
2025 Q3	$2.67M	Buy	36,352 +408	+1%	+$29.3K	0.25%	96
2025 Q2	$2.51M	Buy	35,944 +1,260	+4%	+$82.7K	0.26%	96
2025 Q1	$2.24M	Buy	34,684 +652	+2%	+$43.8K	0.25%	103
2024 Q4	$2.25M	Buy	34,032 +196	+0.6%	+$13.3K	0.24%	101
2024 Q3	$2.23M	Buy	33,836 +1,160	+4%	+$72.8K	0.25%	101
2024 Q2	$1.98M	Buy	32,676 +1,704	+6%	+$104K	0.25%	104
2024 Q1	$1.93M	Sell	30,972 -1,488	-5%	-$87.9K	0.27%	99
2023 Q4	$1.89M	Sell	32,460 -284	-0.9%	-$15.2K	0.29%	98
2023 Q3	$1.7M	Sell	32,744 -7,564	-19%	-$415K	0.31%	92
2023 Q2	$2.22M	Sell	40,308 -860	-2%	-$45.1K	0.41%	75
2023 Q1	$2.17M	Sell	41,168 -2,552	-6%	-$136K	0.39%	78
2022 Q4	$2.23M	Buy	43,720 +1,636	+4%	+$83.3K	0.44%	68
2022 Q3	$1.98M	Buy	42,084 +4,024	+11%	+$210K	0.45%	62
2022 Q2	$1.87M	Buy	38,060 +2,028	+6%	+$110K	0.42%	68
2022 Q1	$2.14M	Buy	36,032 +3,404	+10%	+$200K	0.46%	62
2021 Q4	$2.08M	Buy	32,628 +1,308	+4%	+$82K	0.46%	59
2021 Q3	$1.85M	Buy	31,320 +84	+0.3%	+$5.08K	0.45%	54
2021 Q2	$1.85M	Buy	31,236 +16	+0.1%	+$927	0.47%	54
2021 Q1	$1.73M	Buy	+31,220	New	+$1.69M	0.45%	57
2020 Q2	$909K	Buy	22,180 +11,772	+113%	+$451K	0.3%	84
2020 Q1	$343K	Buy	10,408 +5,704	+121%	+$236K	0.14%	131
2019 Q4	$210K	Buy	4,704 +16	+0.3%	+$687	0.07%	182
2019 Q3	$196K	Buy	4,688 +16	+0.3%	+$669	0.07%	184
2019 Q2	$195K	Buy	4,672 +12	+0.3%	+$491	0.07%	177
2019 Q1	$187K	Buy	4,660 +660	+17%	+$25.4K	0.08%	166
2018 Q4	$138K	Buy	4,000 +1,104	+38%	+$41.4K	0.07%	173
2018 Q3	$119K	Buy	2,896 +604	+26%	+$24.6K	0.06%	195
2018 Q2	$90K	Buy	2,292 +536	+31%	+$21K	0.05%	205
2018 Q1	$67K	Hold	1,756	–	–	0.04%	236
2017 Q4	$67K	Buy	+1,756	New	+$66.3K	0.05%	200

Other funds holding VO

BTCPP

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

SWM

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

MPWT

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

CCA

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Certified Advisory Corp's VO Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Mid-Cap ETF (VO) stake by 0.8% in Q2 2026, buying an estimated $24.6K and bringing the position to 40,033 shares worth $3.23M. The position accounts for 0.26% of the portfolio, ranked #94.

Certified Advisory Corp first reported a position in VO in Q4 2017 and has held it in 33 quarters since. 993 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Certified Advisory Corp held 40,033 shares of Vanguard Mid-Cap ETF worth $3.23M as of Q2 2026.
Certified Advisory Corp bought 317 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $24.6K.
Vanguard Mid-Cap ETF made up 0.26% of Certified Advisory Corp's portfolio in Q2 2026, its #94 holding.
Certified Advisory Corp first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
993 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.