Cladis Investment Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cladis Investment Advisory’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	$512K	Hold	6,360	–	–	0.24%	105
2026 Q1	$457K	Hold	6,360	–	–	0.25%	105
2025 Q4	$461K	Hold	6,360	–	–	0.25%	99
2025 Q3	$467K	Hold	6,360	–	–	0.27%	95
2025 Q2	$445K	Buy	6,360 +1,480	+30%	+$97.1K	0.28%	98
2025 Q1	$316K	Hold	4,880	–	–	0.23%	102
2024 Q4	$322K	Buy	4,880 +280	+6%	+$19K	0.23%	95
2024 Q3	$303K	Sell	4,600 -32	-0.7%	-$2.01K	0.21%	101
2024 Q2	$280K	Hold	4,632	–	–	0.2%	106
2024 Q1	$289K	Buy	4,632 +60	+1%	+$3.55K	0.21%	110
2023 Q4	$266K	Hold	4,572	–	–	0.21%	108
2023 Q3	$238K	Buy	+4,572	New	+$251K	0.21%	107

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cladis Investment Advisory's VO Position: Q2 2026 in Review

Cladis Investment Advisory held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 6,360 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #105.

Cladis Investment Advisory first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cladis Investment Advisory held 6,360 shares of Vanguard Morningstar Mid-Cap ETF worth $512K as of Q2 2026.
Cladis Investment Advisory left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Cladis Investment Advisory's portfolio in Q2 2026, its #105 holding.
Cladis Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.