Checchi Capital Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Buy |
22,513
+353
| +2% | +$27.4K | 0.08% | 145 |
|
|
2026
Q1 | $1.59M | Sell |
22,160
-3,976
| -15% | -$295K | 0.08% | 158 |
|
|
2025
Q4 | $1.9M | Buy |
26,136
+1,980
| +8% | +$144K | 0.1% | 131 |
|
|
2025
Q3 | $1.77M | Sell |
24,156
-16
| -0.1% | -$1.15K | 0.09% | 133 |
|
|
2025
Q2 | $1.69M | Sell |
24,172
-28
| -0.1% | -$1.84K | 0.09% | 140 |
|
|
2025
Q1 | $1.56M | Sell |
24,200
-104
| -0.4% | -$6.98K | 0.08% | 153 |
|
|
2024
Q4 | $1.6M | Buy |
24,304
+1,096
| +5% | +$74.4K | 0.09% | 138 |
|
|
2024
Q3 | $1.53M | Sell |
23,208
-736
| -3% | -$46.2K | 0.09% | 148 |
|
|
2024
Q2 | $1.45M | Sell |
23,944
-3,860
| -14% | -$235K | 0.07% | 147 |
|
|
2024
Q1 | $1.74M | Sell |
27,804
-2,008
| -7% | -$119K | 0.14% | 130 |
|
|
2023
Q4 | $1.73M | Buy |
29,812
+13,352
| +81% | +$713K | 0.14% | 123 |
|
|
2023
Q3 | $857K | Sell |
16,460
-2,708
| -14% | -$149K | 0.08% | 190 |
|
|
2023
Q2 | $1.06M | Sell |
19,168
-708
| -4% | -$37.1K | 0.09% | 173 |
|
|
2023
Q1 | $1.05M | Sell |
19,876
-1,656
| -8% | -$88.1K | 0.1% | 163 |
|
|
2022
Q4 | $1.1M | Buy |
21,532
+3,464
| +19% | +$176K | 0.11% | 151 |
|
|
2022
Q3 | $849K | Buy |
18,068
+1,280
| +8% | +$66.9K | 0.08% | 176 |
|
|
2022
Q2 | $906K | Sell |
16,788
-2,172
| -11% | -$117K | 0.08% | 176 |
|
|
2022
Q1 | $1.13M | Buy |
18,960
+8,860
| +88% | +$520K | 0.1% | 150 |
|
|
2021
Q4 | $643K | Buy |
10,100
+564
| +6% | +$35.4K | 0.06% | 210 |
|
|
2021
Q3 | $564K | Buy |
9,536
+92
| +1% | +$5.56K | 0.06% | 222 |
|
|
2021
Q2 | $560K | Buy |
9,444
+8
| +0.1% | +$464 | 0.06% | 234 |
|
|
2021
Q1 | $522K | Buy |
9,436
+300
| +3% | +$16.3K | 0.05% | 238 |
|
|
2020
Q4 | $472K | Buy |
9,136
+1,616
| +21% | +$78.2K | 0.05% | 247 |
|
|
2020
Q3 | $331K | Hold |
7,520
| – | – | 0.04% | 282 |
|
|
2020
Q2 | $308K | Buy |
+7,520
| New | +$288K | 0.04% | 297 |
|
|
2020
Q1 | – | Sell |
-5,592
| Closed | -$249K | – | 465 |
|
|
2019
Q4 | $249K | Sell |
5,592
-36
| -0.6% | -$1.55K | 0.03% | 352 |
|
|
2019
Q3 | $236K | Sell |
5,628
-112
| -2% | -$4.68K | 0.03% | 359 |
|
|
2019
Q2 | $240K | Sell |
5,740
-736
| -11% | -$30.1K | 0.03% | 347 |
|
|
2019
Q1 | $260K | Sell |
6,476
-248
| -4% | -$9.54K | 0.03% | 319 |
|
|
2018
Q4 | $232K | Buy |
6,724
+656
| +11% | +$24.6K | 0.03% | 314 |
|
|
2018
Q3 | $249K | Sell |
6,068
-60
| -1% | -$2.45K | 0.03% | 355 |
|
|
2018
Q2 | $242K | Sell |
6,128
-144
| -2% | -$5.65K | 0.03% | 341 |
|
|
2018
Q1 | $242K | Buy |
6,272
+160
| +3% | +$6.3K | 0.03% | 343 |
|
|
2017
Q4 | $237K | Sell |
6,112
-88
| -1% | -$3.32K | 0.03% | 353 |
|
|
2017
Q3 | $228K | Sell |
6,200
-436
| -7% | -$15.7K | 0.02% | 340 |
|
|
2017
Q2 | $236K | Buy |
6,636
+432
| +7% | +$15.3K | 0.03% | 328 |
|
|
2017
Q1 | $216K | Sell |
6,204
-44
| -0.7% | -$1.51K | 0.02% | 360 |
|
|
2016
Q4 | $206K | Hold |
6,248
| – | – | 0.03% | 349 |
|
|
2016
Q3 | $202K | Sell |
6,248
-12
| -0.2% | -$385 | 0.02% | 353 |
|
|
2016
Q2 | $193K | Buy |
6,260
+1,532
| +32% | +$46.8K | 0.02% | 353 |
|
|
2016
Q1 | $143K | Buy |
+4,728
| New | +$134K | 0.03% | 445 |
|
|
2015
Q1 | – | Sell |
-6,556
| Closed | -$203K | – | 365 |
|
|
2014
Q4 | $203K | Buy |
+6,556
| New | +$198K | 0.08% | 294 |
|
Other funds holding VO
JFG
NHC
BTCPP
MT
Checchi Capital Advisers's VO Position: Q2 2026 in Review
Checchi Capital Advisers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $27.4K and bringing the position to 22,513 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #145.
Checchi Capital Advisers first reported a position in VO in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.9M in Q4 2025. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Checchi Capital Advisers held 22,513 shares of Vanguard Morningstar Mid-Cap ETF worth $1.81M as of Q2 2026.
- Checchi Capital Advisers bought 353 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $27.4K.
- Vanguard Morningstar Mid-Cap ETF made up 0.08% of Checchi Capital Advisers's portfolio in Q2 2026, its #145 holding.
- Checchi Capital Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 42 quarters since.
- Checchi Capital Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $1.9M in Q4 2025.
- 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.