CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$1.21M	Buy	+14,963	New	+$1.16M	0.02%	181
2021 Q4	–	Sell	-30,900	Closed	-$1.83M	–	294
2021 Q3	$1.83M	Sell	30,900 -3,740	-11%	-$226K	0.07%	106
2021 Q2	$2.06M	Sell	34,640 -5,804	-14%	-$336K	0.08%	99
2021 Q1	$2.24M	Buy	+40,444	New	+$2.19M	0.11%	90
2019 Q4	$1.88M	Sell	42,116 -248	-0.6%	-$10.6K	0.15%	78
2019 Q3	$1.77M	Buy	+42,364	New	+$1.77M	0.16%	77
2015 Q3	–	Sell	-26,196	Closed	-$835K	–	162
2015 Q2	$835K	Buy	+26,196	New	+$850K	0.17%	75

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 14,963 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in VO as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VO in Q2 2015 and has held it in 7 quarters since. The position peaked at $2.24M in Q1 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 14,963 shares of Vanguard Mid-Cap ETF worth $1.21M as of Q2 2026.
Vanguard Mid-Cap ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
Vanguard Mid-Cap ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #181 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2015 and has held it in 7 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $2.24M in Q1 2021.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.