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Chesley Taft & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Chesley Taft & Associates’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 		$10.8M Buy
133,449
+5,565
+4% +$431K 0.42% 57
2026
Q1 		$9.18M Buy
127,884
+3,120
+3% +$232K 0.38% 63
2025
Q4 		$9.05M Buy
124,764
+8,556
+7% +$622K 0.36% 65
2025
Q3 		$8.53M Sell
116,208
-20
-0% -$1.44K 0.36% 63
2025
Q2 		$8.13M Buy
116,228
+1,236
+1% +$81.1K 0.36% 67
2025
Q1 		$7.43M Buy
114,992
+1,160
+1% +$77.8K 0.36% 68
2024
Q4 		$7.52M Buy
113,832
+1,008
+0.9% +$68.4K 0.35% 66
2024
Q3 		$7.44M Buy
112,824
+1,196
+1% +$75.1K 0.35% 66
2024
Q2 		$6.76M Sell
111,628
-7,992
-7% -$486K 0.34% 66
2024
Q1 		$7.47M Buy
119,620
+2,360
+2% +$139K 0.38% 65
2023
Q4 		$6.82M Buy
117,260
+500
+0.4% +$26.7K 0.38% 63
2023
Q3 		$6.08M Buy
116,760
+880
+0.8% +$48.3K 0.39% 62
2023
Q2 		$6.38M Sell
115,880
-520
-0.4% -$27.3K 0.39% 65
2023
Q1 		$6.14M Buy
116,400
+8,100
+7% +$431K 0.4% 66
2022
Q4 		$5.52M Buy
108,300
+10,408
+11% +$530K 0.38% 68
2022
Q3 		$4.6M Buy
97,892
+340
+0.3% +$17.8K 0.34% 76
2022
Q2 		$4.8M Sell
97,552
-200
-0.2% -$10.8K 0.33% 76
2022
Q1 		$5.67M Buy
97,752
+1,572
+2% +$92.2K 0.33% 72
2021
Q4 		$6.13M Buy
96,180
+2,468
+3% +$155K 0.32% 75
2021
Q3 		$5.55M Buy
93,712
+4,040
+5% +$244K 0.32% 77
2021
Q2 		$5.32M Buy
89,672
+10,640
+13% +$617K 0.31% 79
2021
Q1 		$4.47M Buy
79,032
+13,020
+20% +$707K 0.27% 84
2020
Q4 		$3.41M Buy
66,012
+27,120
+70% +$1.31M 0.22% 91
2020
Q3 		$1.71M Buy
38,892
+4,040
+12% +$176K 0.12% 126
2020
Q2 		$1.43M Buy
34,852
+800
+2% +$30.6K 0.11% 139
2020
Q1 		$1.12M Sell
34,052
-2,900
-8% -$120K 0.1% 143
2019
Q4 		$1.65M Hold
36,952
– – 0.12% 134
2019
Q3 		$1.55M Buy
36,952
+3,100
+9% +$130K 0.12% 131
2019
Q2 		$1.42M Buy
33,852
+400
+1% +$16.4K 0.11% 133
2019
Q1 		$1.34M Buy
33,452
+300
+0.9% +$11.5K 0.11% 135
2018
Q4 		$1.15M Hold
33,152
– – 0.11% 139
2018
Q3 		$1.36M Buy
33,152
+3,700
+13% +$151K 0.11% 148
2018
Q2 		$1.16M Sell
29,452
-2,000
-6% -$78.5K 0.1% 158
2018
Q1 		$1.21M Sell
31,452
-8,612
-21% -$339K 0.11% 150
2017
Q4 		$1.55M Buy
40,064
+3,000
+8% +$113K 0.13% 138
2017
Q3 		$1.36M Sell
37,064
-400
-1% -$14.4K 0.12% 146
2017
Q2 		$1.33M Sell
37,464
-1,600
-4% -$56.5K 0.12% 145
2017
Q1 		$1.36M Sell
39,064
-1,480
-4% -$50.8K 0.13% 140
2016
Q4 		$1.33M Buy
40,544
+8,692
+27% +$281K 0.13% 133
2016
Q3 		$1.03M Hold
31,852
– – 0.1% 153
2016
Q2 		$984K Buy
31,852
+200
+0.6% +$6.11K 0.1% 148
2016
Q1 		$959K Sell
31,652
-700
-2% -$19.8K 0.1% 148
2015
Q4 		$971K Hold
32,352
– – 0.1% 147
2015
Q3 		$944K Buy
32,352
+200
+0.6% +$6.24K 0.1% 135
2015
Q2 		$1.02M Hold
32,152
– – 0.1% 134
2015
Q1 		$1.07M Hold
32,152
– – 0.11% 135
2014
Q4 		$993K Hold
32,152
– – 0.1% 141
2014
Q3 		$943K Hold
32,152
– – 0.1% 140
2014
Q2 		$954K Buy
32,152
+2,400
+8% +$68.5K 0.1% 141
2014
Q1 		$845K Buy
29,752
+900
+3% +$25K 0.09% 151
2013
Q4 		$794K Buy
28,852
+652
+2% +$17.4K 0.08% 178
2013
Q3 		$722K Buy
28,200
+2,200
+8% +$55.2K 0.08% 176
2013
Q2 		$618K Buy
+26,000
New +$617K 0.07% 189

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

Chesley Taft & Associates's VO Position: Q2 2026 in Review

Chesley Taft & Associates increased its Vanguard Mid-Cap ETF (VO) stake by 4.4% in Q2 2026, buying an estimated $431K and bringing the position to 133,449 shares worth $10.8M. The position accounts for 0.42% of the portfolio, ranked #57.

Chesley Taft & Associates first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 792 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Chesley Taft & Associates held 133,449 shares of Vanguard Mid-Cap ETF worth $10.8M as of Q2 2026.
  • Chesley Taft & Associates bought 5,565 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $431K.
  • Vanguard Mid-Cap ETF made up 0.42% of Chesley Taft & Associates's portfolio in Q2 2026, its #57 holding.
  • Chesley Taft & Associates first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 792 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.