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CGN Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CGN Advisors’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 		$619K Buy
7,685
+105
+1% +$8.14K 0.05% 211
2026
Q1 		$544K Sell
7,580
-544
-7% -$40.4K 0.04% 220
2025
Q4 		$589K Sell
8,124
-72
-0.9% -$5.24K 0.05% 214
2025
Q3 		$602K Sell
8,196
-528
-6% -$37.9K 0.05% 205
2025
Q2 		$610K Sell
8,724
-440
-5% -$28.9K 0.05% 205
2025
Q1 		$593K Buy
9,164
+3,780
+70% +$254K 0.06% 205
2024
Q4 		$356K Sell
5,384
-1,408
-21% -$95.6K 0.03% 236
2024
Q3 		$448K Buy
6,792
+1,484
+28% +$93.2K 0.05% 211
2024
Q2 		$321K Sell
5,308
-176
-3% -$10.7K 0.04% 223
2024
Q1 		$343K Sell
5,484
-196
-3% -$11.6K 0.04% 207
2023
Q4 		$330K Buy
5,680
+68
+1% +$3.63K 0.05% 209
2023
Q3 		$292K Buy
+5,612
New +$308K 0.04% 214
2022
Q2 		– Sell
-4,884
Closed -$290K – 238
2022
Q1 		$290K Sell
4,884
-7,508
-61% -$440K 0.07% 186
2021
Q4 		$789K Sell
12,392
-2,464
-17% -$154K 0.21% 109
2021
Q3 		$879K Buy
14,856
+88
+0.6% +$5.32K 0.29% 80
2021
Q2 		$876K Buy
14,768
+2,788
+23% +$162K 0.28% 80
2021
Q1 		$663K Buy
11,980
+4,400
+58% +$239K 0.24% 92
2020
Q4 		$392K Buy
+7,580
New +$367K 0.16% 129

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

CGN Advisors's VO Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $8.14K and bringing the position to 7,685 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #211.

CGN Advisors first reported a position in VO in Q4 2020 and has held it in 18 quarters since. The position peaked at $879K in Q3 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CGN Advisors held 7,685 shares of Vanguard Morningstar Mid-Cap ETF worth $619K as of Q2 2026.
  • CGN Advisors bought 105 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.14K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of CGN Advisors's portfolio in Q2 2026, its #211 holding.
  • CGN Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • CGN Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $879K in Q3 2021.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.