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 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	$429K	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

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

Claro Advisors's VO Position: Q2 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.9% in Q2 2026, selling an estimated $34.3K and leaving 4,522 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #350.

Claro Advisors first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $523K in Q2 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Claro Advisors held 4,522 shares of Vanguard Morningstar Mid-Cap ETF worth $364K as of Q2 2026.
Claro Advisors sold 442 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #350 holding.
Claro Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Claro Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $523K in Q2 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.