CCA
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Clarity Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clarity Capital 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 		$2.69M Buy
33,343
+75
+0.2% +$5.81K 1.13% 24
2026
Q1 		$2.39M Buy
33,268
+52
+0.2% +$3.86K 1.11% 25
2025
Q4 		$2.41M Buy
33,216
+5,080
+18% +$370K 1.2% 23
2025
Q3 		$2.07M Buy
28,136
+80
+0.3% +$5.75K 1.13% 24
2025
Q2 		$1.96M Buy
28,056
+4,324
+18% +$284K 1.14% 23
2025
Q1 		$1.53M Buy
23,732
+76
+0.3% +$5.1K 1.01% 24
2024
Q4 		$1.56M Buy
23,656
+13,948
+144% +$947K 1.05% 24
2024
Q3 		$640K Buy
9,708
+1,112
+13% +$69.8K 0.46% 39
2024
Q2 		$520K Hold
8,596
– – 0.4% 44
2024
Q1 		$537K Buy
8,596
+184
+2% +$10.9K 0.43% 45
2023
Q4 		$489K Buy
+8,412
New +$449K 0.42% 45

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Clarity Capital Advisors's VO Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q2 2026, buying an estimated $5.81K and bringing the position to 33,343 shares worth $2.69M. The position accounts for 1.13% of the portfolio, ranked #24.

Clarity Capital Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,277 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Clarity Capital Advisors held 33,343 shares of Vanguard Morningstar Mid-Cap ETF worth $2.69M as of Q2 2026.
  • Clarity Capital Advisors bought 75 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.81K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.13% of Clarity Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.