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Clarius Group LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Clarius Group LLC’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
Q4 		$1.26M Hold
17,336
– – 0.07% 106
2025
Q3 		$1.27M Hold
17,336
– – 0.08% 107
2025
Q2 		$1.21M Buy
17,336
+2,788
+19% +$183K 0.07% 129
2025
Q1 		$940K Hold
14,548
– – 0.06% 150
2024
Q4 		$961K Sell
14,548
-3,024
-17% -$205K 0.07% 129
2024
Q3 		$1.16M Sell
17,572
-1,132
-6% -$71.1K 0.08% 111
2024
Q2 		$1.13M Sell
18,704
-504
-3% -$30.6K 0.08% 108
2024
Q1 		$1.2M Sell
19,208
-47,136
-71% -$2.79M 0.08% 103
2023
Q4 		$3.86M Buy
66,344
+18,280
+38% +$977K 0.32% 44
2023
Q3 		$2.5M Buy
48,064
+17,036
+55% +$934K 0.24% 54
2023
Q2 		$1.71M Buy
31,028
+208
+0.7% +$10.9K 0.13% 86
2023
Q1 		$1.63M Buy
30,820
+3,532
+13% +$188K 0.14% 83
2022
Q4 		$1.39M Sell
27,288
-1,576
-5% -$80.3K 0.13% 98
2022
Q3 		$1.36M Buy
28,864
+2,844
+11% +$149K 0.14% 93
2022
Q2 		$1.28M Buy
26,020
+6,744
+35% +$364K 0.13% 103
2022
Q1 		$1.23M Hold
19,276
– – 0.1% 111
2021
Q4 		$1.23M Buy
19,276
+4,480
+30% +$281K 0.1% 111
2021
Q3 		$876K Buy
14,796
+10,796
+270% +$652K 0.08% 135
2021
Q2 		$237K Hold
4,000
– – 0.02% 362
2021
Q1 		$221K Hold
4,000
– – 0.02% 345
2020
Q4 		$207K Buy
+4,000
New +$194K 0.02% 327
2020
Q1 		– Sell
-4,408
Closed -$200K – 307
2019
Q4 		$200K Buy
+4,408
New +$189K 0.03% 286
2019
Q2 		– Sell
-5,144
Closed -$207K – 269
2019
Q1 		$207K Buy
+5,144
New +$198K 0.05% 202
2018
Q4 		– Sell
-5,052
Closed -$207K – 140
2018
Q3 		$207K Buy
+5,052
New +$206K 0.07% 116

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarius Group LLC's VO Position: Q4 2025 in Review

Clarius Group LLC held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2025 at 17,336 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #106.

Clarius Group LLC first reported a position in VO in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.86M in Q4 2023. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Clarius Group LLC held 17,336 shares of Vanguard Mid-Cap ETF worth $1.26M as of Q4 2025.
  • Clarius Group LLC left its Vanguard Mid-Cap ETF share count unchanged in Q4 2025.
  • Vanguard Mid-Cap ETF made up 0.07% of Clarius Group LLC's portfolio in Q4 2025, its #106 holding.
  • Clarius Group LLC first reported a position in Vanguard Mid-Cap ETF in Q3 2018 and has held it in 24 quarters since.
  • Clarius Group LLC's Vanguard Mid-Cap ETF position peaked at $3.86M in Q4 2023.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.