CGC Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CGC Financial 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	$42.5K	Hold	528	–	–	0.01%	140
2026 Q1	$37.9K	Hold	528	–	–	0.01%	141
2025 Q4	$38.3K	Hold	528	–	–	0.01%	149
2025 Q3	$38.8K	Buy	528 +428	+428%	+$30.7K	0.01%	139
2025 Q2	$7K	Hold	100	–	–	﹤0.01%	236
2025 Q1	$6.47K	Hold	100	–	–	﹤0.01%	223
2024 Q4	$6.6K	Hold	100	–	–	﹤0.01%	229
2024 Q3	$6.6K	Hold	100	–	–	﹤0.01%	223
2024 Q2	$6.05K	Hold	100	–	–	﹤0.01%	229
2024 Q1	$6.25K	Hold	100	–	–	﹤0.01%	239
2023 Q4	$5.82K	Hold	100	–	–	﹤0.01%	253
2023 Q3	$5.21K	Hold	100	–	–	﹤0.01%	210
2023 Q2	$5.5K	Buy	+100	New	+$5.24K	﹤0.01%	215

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

CGC Financial Services's VO Position: Q2 2026 in Review

CGC Financial Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 528 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #140.

CGC Financial Services first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CGC Financial Services held 528 shares of Vanguard Morningstar Mid-Cap ETF worth $42.5K as of Q2 2026.
CGC Financial Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #140 holding.
CGC Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.