Clune & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clune & Associates’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	$2.69M	Sell	34,267 -9,623	-22%	-$783K	0.41%	49
2026 Q2	$3.54M	Sell	43,890 -22,126	-34%	-$1.72M	0.53%	41
2026 Q1	$4.74M	Sell	66,016 -26,428	-29%	-$1.96M	0.89%	32
2025 Q4	$6.71M	Buy	92,444 +4,572	+5%	+$333K	1.45%	21
2025 Q3	$6.45M	Buy	87,872 +1,204	+1%	+$86.5K	1.61%	18
2025 Q2	$6.06M	Buy	86,668 +5,004	+6%	+$328K	1.66%	17
2025 Q1	$5.28M	Buy	81,664 +1,632	+2%	+$110K	1.62%	18
2024 Q4	$5.28M	Buy	+80,032	New	+$5.43M	1.75%	16

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Clune & Associates's VO Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q3 2026, selling an estimated $783K and leaving 34,267 shares worth $2.69M. The position accounts for 0.41% of the portfolio, ranked #49.

Clune & Associates first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.71M in Q4 2025. 595 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Clune & Associates held 34,267 shares of Vanguard Morningstar Mid-Cap ETF worth $2.69M as of Q3 2026.
Clune & Associates sold 9,623 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $783K.
Vanguard Morningstar Mid-Cap ETF made up 0.41% of Clune & Associates's portfolio in Q3 2026, its #49 holding.
Clune & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $6.71M in Q4 2025.
595 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.