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CFS Investment Advisory Services’s Vanguard 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
2022
Q2 		– Sell
-226,424
Closed – – 518
2022
Q1 		$0 Buy
+226,424
New +$13.3M ﹤0.01% 546

Other funds holding VO

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
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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

CFS Investment Advisory Services held its Vanguard 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 2022 and has held it in 13 quarters since. 797 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CFS Investment Advisory Services held 23,000 shares of Vanguard Mid-Cap ETF worth $1.85M as of Q2 2026.
  • CFS Investment Advisory Services left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard 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 Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • 797 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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