Clifford Swan Investment Counsel’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 | $401K | Buy |
4,979
+11
| +0.2% | +$853 | 0.01% | 243 |
|
|
2026
Q1 | $357K | Sell |
4,968
-96
| -2% | -$7.13K | 0.01% | 249 |
|
|
2025
Q4 | $367K | Buy |
5,064
+200
| +4% | +$14.5K | 0.01% | 250 |
|
|
2025
Q3 | $357K | Buy |
4,864
+12
| +0.2% | +$862 | 0.01% | 252 |
|
|
2025
Q2 | $339K | Hold |
4,852
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $314K | Buy |
4,852
+232
| +5% | +$15.6K | 0.01% | 260 |
|
|
2024
Q4 | $305K | Buy |
4,620
+12
| +0.3% | +$815 | 0.01% | 267 |
|
|
2024
Q3 | $304K | Buy |
4,608
+24
| +0.5% | +$1.51K | 0.01% | 269 |
|
|
2024
Q2 | $277K | Hold |
4,584
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $286K | Buy |
4,584
+16
| +0.4% | +$946 | 0.01% | 269 |
|
|
2023
Q4 | $266K | Buy |
4,568
+16
| +0.4% | +$855 | 0.01% | 273 |
|
|
2023
Q3 | $237K | Sell |
4,552
-88
| -2% | -$4.83K | 0.01% | 276 |
|
|
2023
Q2 | $255K | Buy |
4,640
+12
| +0.3% | +$629 | 0.01% | 276 |
|
|
2023
Q1 | $244K | Buy |
4,628
+12
| +0.3% | +$638 | 0.01% | 277 |
|
|
2022
Q4 | $235K | Buy |
4,616
+16
| +0.3% | +$815 | 0.01% | 283 |
|
|
2022
Q3 | $216K | Sell |
4,600
-148
| -3% | -$7.74K | 0.01% | 294 |
|
|
2022
Q2 | $234K | Sell |
4,748
-108
| -2% | -$5.83K | 0.01% | 300 |
|
|
2022
Q1 | $289K | Buy |
4,856
+8
| +0.2% | +$469 | 0.01% | 284 |
|
|
2021
Q4 | $309K | Buy |
4,848
+12
| +0.2% | +$752 | 0.01% | 281 |
|
|
2021
Q3 | $307K | Buy |
4,836
+12
| +0.2% | +$725 | 0.01% | 277 |
|
|
2021
Q2 | $290K | Buy |
4,824
+8
| +0.2% | +$464 | 0.01% | 278 |
|
|
2021
Q1 | $267K | Buy |
4,816
+8
| +0.2% | +$434 | 0.01% | 289 |
|
|
2020
Q4 | $248K | Buy |
4,808
+28
| +0.6% | +$1.36K | 0.01% | 289 |
|
|
2020
Q3 | $211K | Buy |
+4,780
| New | +$208K | 0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-4,748
| Closed | -$212K | – | 321 |
|
|
2019
Q4 | $212K | Buy |
+4,748
| New | +$204K | 0.01% | 304 |
|
|
2019
Q3 | – | Sell |
-6,032
| Closed | -$252K | – | 316 |
|
|
2019
Q2 | $252K | Buy |
6,032
+12
| +0.2% | +$491 | 0.01% | 276 |
|
|
2019
Q1 | $242K | Hold |
6,020
| – | – | 0.01% | 280 |
|
|
2018
Q4 | $208K | Sell |
6,020
-312
| -5% | -$11.7K | 0.01% | 285 |
|
|
2018
Q3 | $260K | Hold |
6,332
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $250K | Buy |
6,332
+8
| +0.1% | +$314 | 0.01% | 279 |
|
|
2018
Q1 | $244K | Buy |
6,324
+12
| +0.2% | +$472 | 0.01% | 276 |
|
|
2017
Q4 | $244K | Buy |
+6,312
| New | +$238K | 0.01% | 280 |
|
Other funds holding VO
Clifford Swan Investment Counsel's VO Position: Q2 2026 in Review
Clifford Swan Investment Counsel increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.22% in Q2 2026, buying an estimated $853 and bringing the position to 4,979 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #243.
Clifford Swan Investment Counsel first reported a position in VO in Q4 2017 and has held it in 32 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Clifford Swan Investment Counsel held 4,979 shares of Vanguard Morningstar Mid-Cap ETF worth $401K as of Q2 2026.
- Clifford Swan Investment Counsel bought 11 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $853.
- Vanguard Morningstar Mid-Cap ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #243 holding.
- Clifford Swan Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.