Cladis Investment Advisory’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cladis Investment Advisory's VO Position: Q1 2026 in Review

Cladis Investment Advisory held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 6,360 shares worth $457K. The position accounts for 0.25% of the portfolio, ranked #105.

Cladis Investment Advisory first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $467K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Cladis Investment Advisory held 6,360 shares of Vanguard Mid-Cap ETF worth $457K as of Q1 2026.
Cladis Investment Advisory left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.25% of Cladis Investment Advisory's portfolio in Q1 2026, its #105 holding.
Cladis Investment Advisory first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Cladis Investment Advisory's Vanguard Mid-Cap ETF position peaked at $467K in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.