Clearstead Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $228M | Sell |
2,833,612
-5,384
| -0.2% | -$417K | 2.15% | 6 |
|
|
2026
Q1 | $204M | Buy |
2,838,996
+32,512
| +1% | +$2.42M | 1.86% | 8 |
|
|
2025
Q4 | $204M | Buy |
2,806,484
+17,992
| +0.6% | +$1.31M | 2.57% | 5 |
|
|
2025
Q3 | $205M | Buy |
2,788,492
+21,216
| +0.8% | +$1.52M | 2.69% | 5 |
|
|
2025
Q2 | $194M | Buy |
2,767,276
+21,880
| +0.8% | +$1.44M | 2.72% | 5 |
|
|
2025
Q1 | $178M | Sell |
2,745,396
-17,152
| -0.6% | -$1.15M | 2.75% | 5 |
|
|
2024
Q4 | $182M | Buy |
2,762,548
+60,092
| +2% | +$4.08M | 2.77% | 5 |
|
|
2024
Q3 | $178M | Buy |
2,702,456
+56,672
| +2% | +$3.56M | 2.77% | 5 |
|
|
2024
Q2 | $160M | Buy |
2,645,784
+1,535,200
| +138% | +$93.3M | 2.73% | 5 |
|
|
2024
Q1 | $68.1M | Buy |
1,110,584
+39,352
| +4% | +$2.33M | 3.37% | 3 |
|
|
2023
Q4 | $62.3M | Buy |
1,071,232
+66,940
| +7% | +$3.58M | 3.31% | 4 |
|
|
2023
Q3 | $52.3M | Buy |
1,004,292
+4,736
| +0.5% | +$260K | 3.21% | 4 |
|
|
2023
Q2 | $55M | Buy |
999,556
+86,060
| +9% | +$4.51M | 3.33% | 3 |
|
|
2023
Q1 | $48.2M | Buy |
913,496
+32,896
| +4% | +$1.75M | 3.51% | 3 |
|
|
2022
Q4 | $44.9M | Buy |
880,600
+37,648
| +4% | +$1.92M | 3.51% | 2 |
|
|
2022
Q3 | $39.6M | Buy |
842,952
+50,776
| +6% | +$2.65M | 3.65% | 3 |
|
|
2022
Q2 | $39M | Sell |
792,176
-11,684
| -1% | -$631K | 3.04% | 5 |
|
|
2022
Q1 | $47.8M | Buy |
803,860
+33,688
| +4% | +$1.98M | 3.24% | 4 |
|
|
2021
Q4 | $49.1M | Sell |
770,172
-82,896
| -10% | -$5.2M | 3.34% | 5 |
|
|
2021
Q3 | $50.5M | Buy |
853,068
+31,248
| +4% | +$1.89M | 3.77% | 3 |
|
|
2021
Q2 | $48.8M | Sell |
821,820
-7,860
| -0.9% | -$456K | 3.75% | 4 |
|
|
2021
Q1 | $45.9M | Buy |
829,680
+12,112
| +1% | +$657K | 3.83% | 4 |
|
|
2020
Q4 | $42.3M | Buy |
817,568
+47,720
| +6% | +$2.31M | 3.84% | 5 |
|
|
2020
Q3 | $33.9M | Sell |
769,848
-21,700
| -3% | -$946K | 3.64% | 5 |
|
|
2020
Q2 | $32.4M | Buy |
791,548
+18,564
| +2% | +$711K | 3.75% | 4 |
|
|
2020
Q1 | $25.4M | Sell |
772,984
-9,984
| -1% | -$413K | 3.7% | 2 |
|
|
2019
Q4 | $34.9M | Sell |
782,968
-31,776
| -4% | -$1.36M | 4.23% | 2 |
|
|
2019
Q3 | $34.1M | Sell |
814,744
-36,064
| -4% | -$1.51M | 4.57% | 2 |
|
|
2019
Q2 | $35.6M | Sell |
850,808
-19,952
| -2% | -$816K | 4.74% | 2 |
|
|
2019
Q1 | $35M | Sell |
870,760
-10,040
| -1% | -$386K | 4.83% | 2 |
|
|
2018
Q4 | $30.4M | Sell |
880,800
-18,324
| -2% | -$688K | 4.74% | 2 |
|
|
2018
Q3 | $36.9M | Buy |
899,124
+58,116
| +7% | +$2.37M | 5.06% | 3 |
|
|
2018
Q2 | $33.1M | Buy |
841,008
+31,480
| +4% | +$1.24M | 4.73% | 4 |
|
|
2018
Q1 | $31.2M | Buy |
809,528
+4,256
| +0.5% | +$168K | 4.52% | 4 |
|
|
2017
Q4 | $31.2M | Sell |
805,272
-58,576
| -7% | -$2.21M | 4.22% | 4 |
|
|
2017
Q3 | $31.7M | Buy |
863,848
+26,264
| +3% | +$947K | 4.13% | 4 |
|
|
2017
Q2 | $29.8M | Buy |
837,584
+30,424
| +4% | +$1.08M | 4.36% | 4 |
|
|
2017
Q1 | $28.1M | Buy |
807,160
+23,696
| +3% | +$814K | 4.08% | 3 |
|
|
2016
Q4 | $25.8M | Buy |
+783,464
| New | +$25.4M | 4.17% | 3 |
|
Other funds holding VO
Clearstead Advisors's VO Position: Q2 2026 in Review
Clearstead Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.19% in Q2 2026, selling an estimated $417K and leaving 2,833,612 shares worth $228M. The position accounts for 2.15% of the portfolio, ranked #6.
Clearstead Advisors first reported a position in VO in Q4 2016 and has held it in 39 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Clearstead Advisors held 2,833,612 shares of Vanguard Morningstar Mid-Cap ETF worth $228M as of Q2 2026.
- Clearstead Advisors sold 5,384 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $417K.
- Vanguard Morningstar Mid-Cap ETF made up 2.15% of Clearstead Advisors's portfolio in Q2 2026, its #6 holding.
- Clearstead Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.