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Clayton Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Clayton Financial Group’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
Q1 		$1.14M Sell
15,852
-3,136
-17% -$233K 0.58% 26
2025
Q4 		$1.38M Buy
18,988
+3,168
+20% +$230K 0.7% 24
2025
Q3 		$1.16M Buy
15,820
+2,020
+15% +$145K 0.85% 18
2025
Q2 		$965K Sell
13,800
-69,192
-83% -$4.54M 1.15% 14
2025
Q1 		$5.37M Buy
82,992
+528
+0.6% +$35.4K 1.97% 14
2024
Q4 		$5.45M Buy
82,464
+2,388
+3% +$162K 1.96% 13
2024
Q3 		$5.28M Buy
80,076
+12,480
+18% +$784K 1.98% 14
2024
Q2 		$4.22M Buy
67,596
+6,780
+11% +$412K 1.83% 15
2024
Q1 		$3.8M Buy
60,816
+1,920
+3% +$113K 1.73% 17
2023
Q4 		$3.43M Buy
+58,896
New +$3.15M 2.13% 15

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Clayton Financial Group's VO Position: Q1 2026 in Review

Clayton Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 17% in Q1 2026, selling an estimated $233K and leaving 15,852 shares worth $1.14M. The position accounts for 0.58% of the portfolio, ranked #26.

Clayton Financial Group first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.45M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Clayton Financial Group held 15,852 shares of Vanguard Mid-Cap ETF worth $1.14M as of Q1 2026.
  • Clayton Financial Group sold 3,136 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $233K.
  • Vanguard Mid-Cap ETF made up 0.58% of Clayton Financial Group's portfolio in Q1 2026, its #26 holding.
  • Clayton Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Clayton Financial Group's Vanguard Mid-Cap ETF position peaked at $5.45M in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.