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

Clarity Capital Partners’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
2025 Q2	$407K	Sell	5,816 -5,168	-47%	-$339K	0.15%	66
2025 Q1	$710K	Buy	10,984 +444	+4%	+$29.8K	0.29%	50
2024 Q4	$696K	Buy	10,540 +740	+8%	+$50.2K	0.36%	55
2024 Q3	$646K	Buy	9,800 +1,820	+23%	+$114K	0.38%	58
2024 Q2	$483K	Buy	7,980 +984	+14%	+$59.8K	0.3%	72
2024 Q1	$437K	Buy	6,996 +1,920	+38%	+$113K	0.29%	77
2023 Q4	$295K	Buy	+5,076	New	+$271K	0.21%	92

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarity Capital Partners's VO Position: Q2 2025 in Review

Clarity Capital Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 47% in Q2 2025, selling an estimated $339K and leaving 5,816 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #66.

Clarity Capital Partners first reported a position in VO in Q4 2023 and has held it in 7 quarters since. The position peaked at $710K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Clarity Capital Partners held 5,816 shares of Vanguard Morningstar Mid-Cap ETF worth $407K as of Q2 2025.
Clarity Capital Partners sold 5,168 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $339K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Clarity Capital Partners's portfolio in Q2 2025, its #66 holding.
Clarity Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $710K in Q1 2025.
2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.