Clear Harbor Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clear Harbor Asset Management’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	$1.89M	Sell	23,463 -5	-0%	-$388	0.12%	144
2026 Q1	$1.68M	Sell	23,468 -1,432	-6%	-$106K	0.12%	146
2025 Q4	$1.81M	Sell	24,900 -40	-0.2%	-$2.91K	0.12%	130
2025 Q3	$1.83M	Buy	24,940 +2,000	+9%	+$144K	0.13%	134
2025 Q2	$1.6M	Hold	22,940	–	–	0.12%	131
2025 Q1	$1.48M	Hold	22,940	–	–	0.12%	130
2024 Q4	$1.51M	Buy	22,940 +2,356	+11%	+$160K	0.12%	129
2024 Q3	$1.36M	Sell	20,584 -68	-0.3%	-$4.27K	0.11%	136
2024 Q2	$1.25M	Sell	20,652 -1,436	-7%	-$87.3K	0.11%	139
2024 Q1	$1.38M	Buy	22,088 +200	+0.9%	+$11.8K	0.12%	133
2023 Q4	$1.27M	Buy	21,888 +12	+0.1%	+$641	0.12%	135
2023 Q3	$1.14M	Sell	21,876 -468	-2%	-$25.7K	0.12%	133
2023 Q2	$1.23M	Buy	22,344 +8	+0%	+$419	0.12%	134
2023 Q1	$1.18M	Sell	22,336 -1,488	-6%	-$79.2K	0.12%	146
2022 Q4	$1.21M	Sell	23,824 -1,824	-7%	-$92.9K	0.15%	121
2022 Q3	$1.21M	Buy	25,648 +12	+0%	+$627	0.17%	105
2022 Q2	$1.26M	Sell	25,636 -1,324	-5%	-$71.5K	0.17%	107
2022 Q1	$1.6M	Sell	26,960 -776	-3%	-$45.5K	0.18%	104
2021 Q4	$1.77M	Buy	27,736 +2,308	+9%	+$145K	0.19%	98
2021 Q3	$1.5M	Buy	25,428 +19,852	+356%	+$1.2M	0.03%	120
2021 Q2	$331K	Hold	5,576	–	–	0.04%	265
2021 Q1	$309K	Buy	+5,576	New	+$303K	0.04%	258
2020 Q4	–	Sell	-2,668	Closed	-$118K	–	716
2020 Q3	$118K	Buy	+2,668	New	+$116K	0.02%	297
2020 Q1	–	Sell	-2,668	Closed	-$119K	–	675
2019 Q4	$119K	Buy	+2,668	New	+$115K	0.02%	316

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

Clear Harbor Asset Management's VO Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, selling an estimated $388 and leaving 23,463 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #144.

Clear Harbor Asset Management first reported a position in VO in Q4 2019 and has held it in 24 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clear Harbor Asset Management held 23,463 shares of Vanguard Morningstar Mid-Cap ETF worth $1.89M as of Q2 2026.
Clear Harbor Asset Management sold 5 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $388.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Clear Harbor Asset Management's portfolio in Q2 2026, its #144 holding.
Clear Harbor Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.