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Clayton Financial Group’s Vanguard Morningstar 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
Q2 		$1.26M Sell
15,602
-250
-2% -$19.4K 0.7% 23
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Clayton Financial Group's VO Position: Q2 2026 in Review

Clayton Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $19.4K and leaving 15,602 shares worth $1.26M. The position accounts for 0.7% of the portfolio, ranked #23.

Clayton Financial Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.45M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Clayton Financial Group held 15,602 shares of Vanguard Morningstar Mid-Cap ETF worth $1.26M as of Q2 2026.
  • Clayton Financial Group sold 250 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.7% of Clayton Financial Group's portfolio in Q2 2026, its #23 holding.
  • Clayton Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Clayton Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $5.45M in Q4 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.