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

Clarity Financial’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 		$223K Buy
+2,764
New +$214K 0.02% 117
2025
Q4 		– Sell
-2,932
Closed -$215K – 128
2025
Q3 		$215K Buy
+2,932
New +$211K 0.02% 111
2025
Q1 		– Sell
-3,948
Closed -$261K – 128
2024
Q4 		$261K Buy
+3,948
New +$268K 0.03% 102

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Clarity Financial's VO Position: Q2 2026 in Review

Clarity Financial opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,764 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings. This is a return to the name: Clarity Financial previously reported a position in VO as recently as Q3 2025.

Clarity Financial first reported a position in VO in Q4 2024 and has held it in 3 quarters since. The position peaked at $261K in Q4 2024. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Clarity Financial held 2,764 shares of Vanguard Morningstar Mid-Cap ETF worth $223K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Clarity Financial position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Clarity Financial's portfolio in Q2 2026, its #117 holding.
  • Clarity Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Clarity Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $261K in Q4 2024.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.