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CFG Wealth Management Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CFG Wealth Management Services’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 		– Sell
-144
Closed -$10.5K – 146
2026
Q1 		$10.5K Hold
144
– – 0.01% 133
2025
Q4 		$10.6K Buy
+144
New +$10.5K 0.01% 138

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UBS Group
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Morgan Stanley
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Creative Planning
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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

CFG Wealth Management Services's VO Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 144 shares — an estimated $10.5K sold.

CFG Wealth Management Services first reported a position in VO in Q4 2025 and held it in 2 quarters. The position peaked at $10.6K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 144 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
  • CFG Wealth Management Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's Vanguard Morningstar Mid-Cap ETF position peaked at $10.6K in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.