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Clune & Associates’s Vanguard 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
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

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Clune & Associates's VO Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Mid-Cap ETF (VO) stake by 34% in Q2 2026, selling an estimated $1.72M and leaving 43,890 shares worth $3.54M. The position accounts for 0.53% of the portfolio, ranked #41.

Clune & Associates first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.71M in Q4 2025. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Clune & Associates held 43,890 shares of Vanguard Mid-Cap ETF worth $3.54M as of Q2 2026.
  • Clune & Associates sold 22,126 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.72M.
  • Vanguard Mid-Cap ETF made up 0.53% of Clune & Associates's portfolio in Q2 2026, its #41 holding.
  • Clune & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard Mid-Cap ETF position peaked at $6.71M in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.