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Chas P. Smith & Associates (CPS)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Chas P. Smith & Associates (CPS)’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
Q1 		$201K Sell
2,804
-36
-1% -$2.67K 0.01% 171
2025
Q4 		$206K Buy
+2,840
New +$207K 0.01% 170

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s VO Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q1 2026, selling an estimated $2.67K and leaving 2,804 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #171.

Chas P. Smith & Associates (CPS) first reported a position in VO in Q4 2025 and has held it in 2 quarters since. The position peaked at $206K in Q4 2025. 2,396 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Chas P. Smith & Associates (CPS) held 2,804 shares of Vanguard Morningstar Mid-Cap ETF worth $201K as of Q1 2026.
  • Chas P. Smith & Associates (CPS) sold 36 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $2.67K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #171 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Chas P. Smith & Associates (CPS)'s Vanguard Morningstar Mid-Cap ETF position peaked at $206K in Q4 2025.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.