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Certuity’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Certuity’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 		$1.54M Buy
19,167
+315
+2% +$24.4K 0.08% 138
2026
Q1 		$1.35M Buy
18,852
+2,924
+18% +$217K 0.09% 133
2025
Q4 		$1.16M Buy
15,928
+8
+0.1% +$582 0.07% 152
2025
Q3 		$1.17M Buy
15,920
+5,660
+55% +$406K 0.08% 144
2025
Q2 		$718K Buy
10,260
+12
+0.1% +$788 0.07% 160
2025
Q1 		$663K Hold
10,248
– – 0.07% 159
2024
Q4 		$677K Sell
10,248
-212
-2% -$14.4K 0.07% 146
2024
Q3 		$690K Sell
10,460
-12,388
-54% -$778K 0.07% 156
2024
Q2 		$1.38M Sell
22,848
-7,156
-24% -$435K 0.11% 103
2024
Q1 		$1.87M Buy
30,004
+7,000
+30% +$414K 0.16% 73
2023
Q4 		$1.34M Buy
23,004
+6,860
+42% +$367K 0.14% 90
2023
Q3 		$840K Buy
16,144
+1,332
+9% +$73K 0.1% 90
2023
Q2 		$815K Buy
14,812
+800
+6% +$41.9K 0.09% 97
2023
Q1 		$739K Buy
14,012
+2,576
+23% +$137K 0.11% 86
2022
Q4 		$583K Hold
11,436
– – 0.09% 96
2022
Q3 		$537K Buy
11,436
+4,952
+76% +$259K 0.12% 82
2022
Q2 		$319K Buy
6,484
+1,484
+30% +$80.2K 0.08% 139
2022
Q1 		$297K Hold
5,000
– – 0.06% 210
2021
Q4 		$318K Hold
5,000
– – 0.07% 197
2021
Q3 		$296K Hold
5,000
– – 0.06% 281
2021
Q2 		$297K Sell
5,000
-1,308
-21% -$75.8K 0.07% 239
2021
Q1 		$349K Buy
6,308
+1,308
+26% +$71K 0.09% 172
2020
Q4 		$258K Sell
5,000
-412
-8% -$19.9K 0.08% 175
2020
Q3 		$238K Hold
5,412
– – 0.09% 160
2020
Q2 		$222K Sell
5,412
-656
-11% -$25.1K 0.1% 151
2020
Q1 		$200K Buy
+6,068
New +$251K 0.11% 141

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Certuity's VO Position: Q2 2026 in Review

Certuity increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $24.4K and bringing the position to 19,167 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #138.

Certuity first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.87M in Q1 2024. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Certuity held 19,167 shares of Vanguard Morningstar Mid-Cap ETF worth $1.54M as of Q2 2026.
  • Certuity bought 315 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Certuity's portfolio in Q2 2026, its #138 holding.
  • Certuity first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Certuity's Vanguard Morningstar Mid-Cap ETF position peaked at $1.87M in Q1 2024.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.