Clarendon Private’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clarendon Private’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	$319K	Buy	3,962 +10	+0.3%	+$775	0.21%	100
2026 Q1	$284K	Buy	3,952 +16	+0.4%	+$1.19K	0.22%	102
2025 Q4	$286K	Buy	3,936 +20	+0.5%	+$1.46K	0.24%	86
2025 Q3	$288K	Buy	3,916 +12	+0.3%	+$862	0.26%	85
2025 Q2	$273K	Sell	3,904 -4,012	-51%	-$263K	0.26%	87
2025 Q1	$512K	Buy	7,916 +4,024	+103%	+$270K	0.54%	59
2024 Q4	$257K	Buy	+3,892	New	+$264K	0.27%	91

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 22.96% 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

Clarendon Private's VO Position: Q2 2026 in Review

Clarendon Private increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.25% in Q2 2026, buying an estimated $775 and bringing the position to 3,962 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #100.

Clarendon Private first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q1 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clarendon Private held 3,962 shares of Vanguard Morningstar Mid-Cap ETF worth $319K as of Q2 2026.
Clarendon Private bought 10 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $775.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Clarendon Private's portfolio in Q2 2026, its #100 holding.
Clarendon Private first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Clarendon Private's Vanguard Morningstar Mid-Cap ETF position peaked at $512K in Q1 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.