Clarity Retirement & Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clarity Retirement & Wealth’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	$246K	Buy	+3,049	New	+$236K	0.17%	31

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

Clarity Retirement & Wealth's VO Position: Q2 2026 in Review

Clarity Retirement & Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 3,049 shares worth $246K. The stake represents 0.17% of the portfolio and ranks #31 among its holdings.

2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clarity Retirement & Wealth held 3,049 shares of Vanguard Morningstar Mid-Cap ETF worth $246K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Clarity Retirement & Wealth position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #31 holding.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.