CL
VO icon

CLG LLC’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CLG LLC's VO Position: Q2 2026 in Review

CLG LLC increased its Vanguard Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, buying an estimated $620 and bringing the position to 2,840 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #144.

CLG LLC first reported a position in VO in Q1 2025 and has held it in 5 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CLG LLC held 2,840 shares of Vanguard Mid-Cap ETF worth $229K as of Q2 2026.
  • CLG LLC bought 8 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $620.
  • Vanguard Mid-Cap ETF made up 0.05% of CLG LLC's portfolio in Q2 2026, its #144 holding.
  • CLG LLC first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.