Clearstead Trust’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 | $475K | Sell |
5,897
-127
| -2% | -$9.85K | 0.06% | 116 |
|
|
2026
Q1 | $432K | Sell |
6,024
-148
| -2% | -$11K | 0.07% | 117 |
|
|
2025
Q4 | $448K | Buy |
6,172
+216
| +4% | +$15.7K | 0.07% | 117 |
|
|
2025
Q3 | $437K | Sell |
5,956
-1,192
| -17% | -$85.6K | 0.07% | 115 |
|
|
2025
Q2 | $500K | Buy |
7,148
+2,228
| +45% | +$146K | 0.09% | 106 |
|
|
2025
Q1 | $318K | Sell |
4,920
-488
| -9% | -$32.7K | 0.07% | 122 |
|
|
2024
Q4 | $357K | Hold |
5,408
| – | – | 0.08% | 114 |
|
|
2024
Q3 | $357K | Hold |
5,408
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $327K | Hold |
5,408
| – | – | 0.08% | 97 |
|
|
2024
Q1 | $338K | Hold |
5,408
| – | – | 0.09% | 100 |
|
|
2023
Q4 | $315K | Hold |
5,408
| – | – | 0.09% | 129 |
|
|
2023
Q3 | $282K | Hold |
5,408
| – | – | 0.09% | 96 |
|
|
2023
Q2 | $296K | Hold |
5,408
| – | – | 0.09% | 101 |
|
|
2023
Q1 | $285K | Sell |
5,408
-7,756
| -59% | -$413K | 0.09% | 108 |
|
|
2022
Q4 | $670K | Buy |
13,164
+7,756
| +143% | +$395K | 0.22% | 69 |
|
|
2022
Q3 | $254K | Buy |
5,408
+4,476
| +480% | +$234K | 0.09% | 108 |
|
|
2022
Q2 | $46K | Hold |
932
| – | – | 0.04% | 122 |
|
|
2022
Q1 | $55K | Sell |
932
-1,556
| -63% | -$91.3K | 0.04% | 123 |
|
|
2021
Q4 | $158K | Hold |
2,488
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $147K | Buy |
2,488
+2,472
| +15,450% | +$149K | 0.09% | 104 |
|
|
2021
Q2 | $1K | Buy |
+16
| New | +$927 | ﹤0.01% | 165 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$1K | – | 170 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 179 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 156 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 172 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 177 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 191 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 187 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 188 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$601 | ﹤0.01% | 218 |
|
|
2018
Q3 | – | Sell |
-164
| Closed | -$6K | – | 215 |
|
|
2018
Q2 | $6K | Buy |
+164
| New | +$6.44K | 0.01% | 182 |
|
|
2018
Q1 | – | Sell |
-164
| Closed | -$6K | – | 191 |
|
|
2017
Q4 | $6K | Hold |
164
| – | – | ﹤0.01% | 189 |
|
|
2017
Q3 | $6K | Hold |
164
| – | – | ﹤0.01% | 203 |
|
|
2017
Q2 | $6K | Buy |
+164
| New | +$5.79K | ﹤0.01% | 218 |
|
Other funds holding VO
Clearstead Trust's VO Position: Q2 2026 in Review
Clearstead Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $9.85K and leaving 5,897 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #116.
Clearstead Trust first reported a position in VO in Q2 2017 and has held it in 34 quarters since. The position peaked at $670K in Q4 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Clearstead Trust held 5,897 shares of Vanguard Morningstar Mid-Cap ETF worth $475K as of Q2 2026.
- Clearstead Trust sold 127 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.85K.
- Vanguard Morningstar Mid-Cap ETF made up 0.06% of Clearstead Trust's portfolio in Q2 2026, its #116 holding.
- Clearstead Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 34 quarters since.
- Clearstead Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $670K in Q4 2022.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.