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CJM Wealth Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History

CJM Wealth Advisers’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 		$1.28M Sell
15,880
-700
-4% -$54.3K 0.34% 31
2026
Q1 		$1.19M Buy
16,580
+60
+0.4% +$4.46K 0.36% 29
2025
Q4 		$1.2M Hold
16,520
– – 0.36% 29
2025
Q3 		$1.21M Hold
16,520
– – 0.37% 28
2025
Q2 		$1.16M Sell
16,520
-36
-0.2% -$2.36K 0.38% 26
2025
Q1 		$1.07M Buy
16,556
+36
+0.2% +$2.42K 0.38% 26
2024
Q4 		$1.09M Hold
16,520
– – 0.37% 24
2024
Q3 		$1.09M Buy
16,520
+4
+0% +$251 0.37% 23
2024
Q2 		$992K Buy
16,516
+8
+0% +$486 0.36% 24
2024
Q1 		$1.03M Sell
16,508
-1,720
-9% -$102K 0.39% 23
2023
Q4 		$1.06M Buy
18,228
+12
+0.1% +$641 0.47% 22
2023
Q3 		$948K Buy
18,216
+4
+0% +$219 0.46% 22
2023
Q2 		$1M Buy
18,212
+8
+0% +$419 0.51% 22
2023
Q1 		$960K Sell
18,204
-2,292
-11% -$122K 0.55% 21
2022
Q4 		$1.04M Buy
20,496
+8
+0% +$407 0.64% 20
2022
Q3 		$963K Buy
20,488
+8
+0% +$418 0.69% 20
2022
Q2 		$1.01M Buy
20,480
+8
+0% +$432 0.7% 21
2022
Q1 		$1.22M Buy
20,472
+4
+0% +$235 0.83% 20
2021
Q4 		$1.3M Buy
+20,468
New +$1.28M 0.93% 18

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

CJM Wealth Advisers's VO Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q2 2026, selling an estimated $54.3K and leaving 15,880 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #31.

CJM Wealth Advisers first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2021. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CJM Wealth Advisers held 15,880 shares of Vanguard Mid-Cap ETF worth $1.28M as of Q2 2026.
  • CJM Wealth Advisers sold 700 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $54.3K.
  • Vanguard Mid-Cap ETF made up 0.34% of CJM Wealth Advisers's portfolio in Q2 2026, its #31 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Vanguard Mid-Cap ETF position peaked at $1.3M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.