CFS Investment Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CFS Investment Advisory 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	$1.85M	Hold	23,000	–	–	0.12%	142
2026 Q1	$1.77M	Sell	23,000 -468	-2%	-$34.8K	0.12%	136
2025 Q4	$1.7M	Buy	23,468 +960	+4%	+$69.8K	0.12%	134
2025 Q3	$1.66M	Buy	22,508 +432	+2%	+$31K	0.12%	138
2025 Q2	$1.54M	Buy	22,076 +5,564	+34%	+$365K	0.13%	138
2025 Q1	$1.07M	Buy	16,512 +4,140	+33%	+$278K	0.1%	164
2024 Q4	$817K	Buy	12,372 +1,128	+10%	+$76.6K	0.07%	171
2024 Q3	$742K	Sell	11,244 -11,420	-50%	-$717K	0.06%	179
2024 Q2	$1.38M	Buy	+22,664	New	+$1.38M	0.11%	115
2023 Q4	–	Sell	-5,348	Closed	-$278K	–	171
2023 Q3	$278K	Sell	5,348 -12	-0.2%	-$658	0.04%	150
2023 Q2	$295K	Sell	5,360 -8	-0.1%	-$419	0.04%	210
2023 Q1	$283K	Buy	+5,368	New	+$286K	0.05%	123

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 22.9% 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

CFS Investment Advisory Services's VO Position: Q2 2026 in Review

CFS Investment Advisory Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 23,000 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #142.

CFS Investment Advisory Services first reported a position in VO in Q1 2023 and has held it in 12 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CFS Investment Advisory Services held 23,000 shares of Vanguard Morningstar Mid-Cap ETF worth $1.85M as of Q2 2026.
CFS Investment Advisory Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of CFS Investment Advisory Services's portfolio in Q2 2026, its #142 holding.
CFS Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.