Clean Yield Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clean Yield 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	$183K	Hold	2,272	–	–	0.05%	151
2026 Q1	$163K	Hold	2,272	–	–	0.05%	150
2025 Q4	$165K	Hold	2,272	–	–	0.05%	149
2025 Q3	$167K	Hold	2,272	–	–	0.05%	140
2025 Q2	$159K	Hold	2,272	–	–	0.05%	140
2025 Q1	$147K	Sell	2,272 -600	-21%	-$40.3K	0.05%	146
2024 Q4	$190K	Sell	2,872 -360	-11%	-$24.4K	0.06%	136
2024 Q3	$213K	Hold	3,232	–	–	0.07%	126
2024 Q2	$196K	Hold	3,232	–	–	0.07%	125
2024 Q1	$202K	Hold	3,232	–	–	0.08%	125
2023 Q4	$188K	Hold	3,232	–	–	0.08%	124
2023 Q3	$170K	Hold	3,232	–	–	0.08%	126
2023 Q2	$178K	Hold	3,232	–	–	0.07%	126
2023 Q1	$170K	Sell	3,232 -400	-11%	-$21.3K	0.07%	132
2022 Q4	$185K	Hold	3,632	–	–	0.08%	135
2022 Q3	$171K	Hold	3,632	–	–	0.08%	137
2022 Q2	$179K	Hold	3,632	–	–	0.07%	145
2022 Q1	$216K	Sell	3,632 -400	-10%	-$23.5K	0.08%	138
2021 Q4	$257K	Hold	4,032	–	–	0.08%	137
2021 Q3	$239K	Buy	4,032 +2,016	+100%	+$122K	0.08%	140
2021 Q2	$120K	Buy	+2,016	New	+$117K	0.04%	184
2021 Q1	–	Sell	-1,008	Closed	-$52K	–	369
2020 Q4	$52K	Buy	+1,008	New	+$48.8K	0.02%	250

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

Clean Yield Group's VO Position: Q2 2026 in Review

Clean Yield Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,272 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #151.

Clean Yield Group first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $257K in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clean Yield Group held 2,272 shares of Vanguard Morningstar Mid-Cap ETF worth $183K as of Q2 2026.
Clean Yield Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Clean Yield Group's portfolio in Q2 2026, its #151 holding.
Clean Yield Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Clean Yield Group's Vanguard Morningstar Mid-Cap ETF position peaked at $257K in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.