Clearwater Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Clearwater Capital Advisors’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 Q1	$366K	Buy	5,096 +760	+18%	+$56.5K	0.03%	134
2025 Q4	$315K	Sell	4,336 -148	-3%	-$10.8K	0.03%	140
2025 Q3	$329K	Buy	4,484 +20	+0.4%	+$1.44K	0.03%	137
2025 Q2	$312K	Buy	4,464 +440	+11%	+$28.9K	0.03%	134
2025 Q1	$260K	Sell	4,024 -72	-2%	-$4.83K	0.03%	149
2024 Q4	$270K	Sell	4,096 -56	-1%	-$3.8K	0.03%	147
2024 Q3	$274K	Hold	4,152	–	–	0.03%	148
2024 Q2	$251K	Buy	4,152 +404	+11%	+$24.6K	0.03%	140
2024 Q1	$234K	Sell	3,748 -404	-10%	-$23.9K	0.03%	146
2023 Q4	$241K	Hold	4,152	–	–	0.03%	140
2023 Q3	$216K	Sell	4,152 -1,452	-26%	-$79.6K	0.03%	131
2023 Q2	$308K	Buy	5,604 +1,192	+27%	+$62.5K	0.04%	114
2023 Q1	$233K	Sell	4,412 -44	-1%	-$2.34K	0.03%	134
2022 Q4	$227K	Sell	4,456 -24	-0.5%	-$1.22K	0.03%	142
2022 Q3	$211K	Buy	4,480 +92	+2%	+$4.81K	0.03%	145
2022 Q2	$216K	Hold	4,388	–	–	0.03%	139
2022 Q1	$261K	Sell	4,388 -4	-0.1%	-$235	0.03%	143
2021 Q4	$280K	Hold	4,392	–	–	0.03%	140
2021 Q3	$260K	Sell	4,392 -140	-3%	-$8.46K	0.03%	146
2021 Q2	$269K	Sell	4,532 -8	-0.2%	-$464	0.03%	146
2021 Q1	$251K	Sell	4,540 -492	-10%	-$26.7K	0.03%	144
2020 Q4	$260K	Hold	5,032	–	–	0.03%	132
2020 Q3	$222K	Hold	5,032	–	–	0.03%	129
2020 Q2	$206K	Sell	5,032 -4,896	-49%	-$188K	0.03%	133
2020 Q1	$327K	Sell	9,928 -1,772	-15%	-$73.4K	0.07%	114
2019 Q4	$521K	Buy	11,700 +156	+1%	+$6.7K	0.09%	124
2019 Q3	$484K	Hold	11,544	–	–	0.09%	137
2019 Q2	$482K	Sell	11,544 -3,132	-21%	-$128K	0.09%	143
2019 Q1	$590K	Sell	14,676 -2,620	-15%	-$101K	0.11%	137
2018 Q4	$597K	Buy	17,296 +1,048	+6%	+$39.3K	0.13%	133
2018 Q3	$667K	Buy	16,248 +588	+4%	+$24K	0.13%	125
2018 Q2	$617K	Sell	15,660 -20	-0.1%	-$785	0.13%	122
2018 Q1	$605K	Buy	15,680 +944	+6%	+$37.2K	0.12%	119
2017 Q4	$570K	Hold	14,736	–	–	0.13%	117
2017 Q3	$546K	Sell	14,736 -88	-0.6%	-$3.17K	0.13%	116
2017 Q2	$529K	Buy	14,824 +900	+6%	+$31.8K	0.13%	110
2017 Q1	$480K	Buy	13,924 +3,064	+28%	+$105K	0.13%	110
2016 Q4	$360K	Sell	10,860 -216	-2%	-$6.99K	0.12%	115
2016 Q3	$354K	Buy	11,076 +1,292	+13%	+$41.5K	0.12%	109
2016 Q2	$301K	Buy	+9,784	New	+$299K	0.11%	110

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Clearwater Capital Advisors's VO Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 18% in Q1 2026, buying an estimated $56.5K and bringing the position to 5,096 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #134.

Clearwater Capital Advisors first reported a position in VO in Q2 2016 and has held it in 40 quarters since. The position peaked at $667K in Q3 2018. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Clearwater Capital Advisors held 5,096 shares of Vanguard Mid-Cap ETF worth $366K as of Q1 2026.
Clearwater Capital Advisors bought 760 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $56.5K.
Vanguard Mid-Cap ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #134 holding.
Clearwater Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
Clearwater Capital Advisors's Vanguard Mid-Cap ETF position peaked at $667K in Q3 2018.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.