CLG LLC
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CLG LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CLG LLC’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
Q3 		– Sell
-2,840
Closed -$229K – 158
2026
Q2 		$229K Buy
2,840
+8
+0.3% +$620 0.05% 144
2026
Q1 		$203K Buy
2,832
+12
+0.4% +$892 0.05% 133
2025
Q4 		$205K Buy
2,820
+20
+0.7% +$1.46K 0.05% 139
2025
Q3 		$206K Buy
+2,800
New +$201K 0.06% 134
2025
Q2 		– Sell
-3,104
Closed -$201K – 133
2025
Q1 		$201K Buy
+3,104
New +$208K 0.07% 120

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

CLG LLC's VO Position: Q3 2026 in Review

CLG LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 2,840 shares — an estimated $229K sold.

CLG LLC first reported a position in VO in Q1 2025 and held it in 5 quarters. The position peaked at $229K in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • CLG LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • CLG LLC sold 2,840 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $229K.
  • CLG LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and held it in 5 quarters.
  • CLG LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $229K in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.