Claro Advisors
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Claro Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Claro 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
Q3 		$292K Sell
3,724
-798
-18% -$64.9K 0.03% 412
2026
Q2 		$364K Sell
4,522
-442
-9% -$34.3K 0.04% 350
2026
Q1 		$357K Sell
4,964
-60
-1% -$4.46K 0.04% 325
2025
Q4 		$364K Sell
5,024
-812
-14% -$59.1K 0.05% 283
2025
Q3 		$428K Sell
5,836
-1,644
-22% -$118K 0.06% 252
2025
Q2 		$523K Sell
7,480
-128
-2% -$8.4K 0.09% 203
2025
Q1 		$492K Buy
7,608
+1,884
+33% +$126K 0.07% 269
2024
Q4 		$378K Sell
5,724
-232
-4% -$15.8K 0.05% 300
2024
Q3 		$393K Buy
5,956
+108
+2% +$6.78K 0.05% 308
2024
Q2 		$354K Sell
5,848
-1,920
-25% -$117K 0.06% 291
2024
Q1 		$485K Buy
7,768
+1,224
+19% +$72.3K 0.08% 244
2023
Q4 		$381K Buy
6,544
+1,244
+23% +$66.5K 0.08% 257
2023
Q3 		$276K Buy
5,300
+1,024
+24% +$56.2K 0.07% 281
2023
Q2 		$235K Sell
4,276
-1,776
-29% -$93.1K 0.06% 311
2023
Q1 		$319K Buy
6,052
+8
+0.1% +$426 0.09% 241
2022
Q4 		$308K Buy
6,044
+1,532
+34% +$78K 0.1% 224
2022
Q3 		$222K Hold
4,512
– – 0.09% 234
2022
Q2 		$222K Buy
+4,512
New +$244K 0.09% 234

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Claro Advisors's VO Position: Q3 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q3 2026, selling an estimated $64.9K and leaving 3,724 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #412.

Claro Advisors first reported a position in VO in Q2 2022 and has held it in 18 quarters since. The position peaked at $523K in Q2 2025. 1,677 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Claro Advisors held 3,724 shares of Vanguard Morningstar Mid-Cap ETF worth $292K as of Q3 2026.
  • Claro Advisors sold 798 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $64.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #412 holding.
  • Claro Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Claro Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $523K in Q2 2025.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.