Cetera Investment Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cetera Investment Advisers’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	$459M	Buy	5,696,979 +157,955	+3%	+$12.2M	0.42%	40
2026 Q1	$398M	Buy	5,539,024 +422,484	+8%	+$31.4M	0.42%	39
2025 Q4	$371M	Buy	5,116,540 +231,172	+5%	+$16.8M	0.41%	38
2025 Q3	$359M	Buy	4,885,368 +1,119,188	+30%	+$80.4M	0.42%	37
2025 Q2	$263M	Buy	3,766,180 +582,160	+18%	+$38.2M	0.44%	34
2025 Q1	$206M	Buy	3,184,020 +133,796	+4%	+$8.98M	0.4%	41
2024 Q4	$201M	Buy	3,050,224 +28,076	+0.9%	+$1.91M	0.42%	39
2024 Q3	$199M	Buy	3,022,148 +106,764	+4%	+$6.7M	0.44%	33
2024 Q2	$176M	Buy	2,915,384 +131,940	+5%	+$8.02M	0.41%	40
2024 Q1	$174M	Buy	2,783,444 +2,337,424	+524%	+$138M	0.41%	36
2023 Q4	$25.9M	Sell	446,020 -1,804	-0.4%	-$96.4K	0.21%	85
2023 Q3	$23.3M	Buy	447,824 +24	+0%	+$1.32K	0.2%	93
2023 Q2	$24.6M	Buy	447,800 +12,496	+3%	+$655K	0.21%	90
2023 Q1	$23M	Sell	435,304 -8,204	-2%	-$436K	0.2%	91
2022 Q4	$22.6M	Buy	443,508 +28,036	+7%	+$1.43M	0.21%	90
2022 Q3	$19.5M	Buy	415,472 +21,252	+5%	+$1.11M	0.39%	45
2022 Q2	$19.4M	Buy	394,220 +24,304	+7%	+$1.31M	0.31%	62
2022 Q1	$22M	Buy	369,916 +24,152	+7%	+$1.42M	0.32%	59
2021 Q4	$22M	Buy	345,764 +11,064	+3%	+$694K	0.32%	56
2021 Q3	$19.8M	Buy	334,700 +10,040	+3%	+$607K	0.32%	59
2021 Q2	$19.3M	Buy	324,660 +11,268	+4%	+$653K	0.31%	63
2021 Q1	$17.3M	Buy	313,392 +12,844	+4%	+$697K	0.34%	59
2020 Q4	$15.5M	Buy	300,548 +126,156	+72%	+$6.11M	0.31%	67
2020 Q3	$7.68M	Buy	174,392 +5,504	+3%	+$240K	0.63%	29
2020 Q2	$6.92M	Buy	168,888 +5,024	+3%	+$192K	0.64%	29
2020 Q1	$4.82M	Sell	163,864 -12,004	-7%	-$497K	0.59%	36
2019 Q4	$7.83M	Sell	175,868 -2,040	-1%	-$87.6K	0.79%	22
2019 Q3	$7.47M	Buy	177,908 +228	+0.1%	+$9.53K	0.91%	14
2019 Q2	$7.46M	Buy	177,680 +8,072	+5%	+$330K	0.96%	15
2019 Q1	$6.83M	Buy	169,608 +560	+0.3%	+$21.5K	0.96%	16
2018 Q4	$5.84M	Sell	169,048 -20,740	-11%	-$779K	0.95%	18
2018 Q3	$7.77M	Buy	189,788 +25,032	+15%	+$1.02M	1.12%	14
2018 Q2	$6.49M	Buy	164,756 +26,512	+19%	+$1.04M	1.14%	13
2018 Q1	$5.32M	Sell	138,244 -11,948	-8%	-$470K	1%	16
2017 Q4	$5.8M	Buy	150,192 +16,792	+13%	+$634K	1.07%	14
2017 Q3	$4.89M	Sell	133,400 -5,600	-4%	-$202K	1.08%	14
2017 Q2	$4.96M	Buy	139,000 +1,348	+1%	+$47.6K	1.22%	11
2017 Q1	$4.79M	Buy	137,652 +10,332	+8%	+$355K	1.32%	11
2016 Q4	$4.2M	Buy	127,320 +24,116	+23%	+$781K	1.4%	11
2016 Q3	$3.34M	Buy	103,204 +8,080	+8%	+$259K	1.43%	10
2016 Q2	$2.95M	Sell	95,124 -8,676	-8%	-$265K	1.15%	15
2016 Q1	$3.14M	Buy	103,800 +9,092	+10%	+$257K	1.36%	12
2015 Q4	$2.84M	Buy	+94,708	New	+$2.89M	1.3%	15

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cetera Investment Advisers's VO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, buying an estimated $12.2M and bringing the position to 5,696,979 shares worth $459M. The position accounts for 0.42% of the portfolio, ranked #40.

Cetera Investment Advisers first reported a position in VO in Q4 2015 and has held it in 43 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cetera Investment Advisers held 5,696,979 shares of Vanguard Morningstar Mid-Cap ETF worth $459M as of Q2 2026.
Cetera Investment Advisers bought 157,955 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.2M.
Vanguard Morningstar Mid-Cap ETF made up 0.42% of Cetera Investment Advisers's portfolio in Q2 2026, its #40 holding.
Cetera Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.