CM Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CM Wealth Advisors’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	$2.93M	Hold	36,400	–	–	0.53%	23
2026 Q1	$2.61M	Hold	36,400	–	–	0.56%	23
2025 Q4	$2.64M	Hold	36,400	–	–	0.6%	22
2025 Q3	$2.68M	Hold	36,400	–	–	0.71%	16
2025 Q2	$2.56M	Hold	36,400	–	–	0.75%	15
2025 Q1	$2.35M	Hold	36,400	–	–	0.75%	16
2024 Q4	$2.4M	Buy	36,400 +96	+0.3%	+$6.52K	0.79%	17
2024 Q3	$2.39M	Hold	36,304	–	–	0.78%	15
2024 Q2	$2.21M	Sell	36,304 -304	-0.8%	-$18.5K	1.05%	11
2024 Q1	$2.23M	Sell	36,608 -3,084	-8%	-$182K	0.64%	22
2023 Q4	$2.31M	Hold	39,692	–	–	0.99%	14
2023 Q3	$2.11M	Buy	+39,692	New	+$2.18M	0.81%	16
2023 Q2	–	Sell	-39,992	Closed	-$2.04M	–	422
2023 Q1	$2.04M	Buy	39,992 +300	+0.8%	+$16K	0.4%	50
2022 Q4	$2.02M	Hold	39,692	–	–	1.03%	13
2022 Q3	$1.87B	Hold	39,692	–	–	1.03%	13
2022 Q2	$1.95M	Buy	+39,692	New	+$2.14M	1.2%	14

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CM Wealth Advisors's VO Position: Q2 2026 in Review

CM Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 36,400 shares worth $2.93M. The position accounts for 0.53% of the portfolio, ranked #23.

CM Wealth Advisors first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.87B in Q3 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CM Wealth Advisors held 36,400 shares of Vanguard Morningstar Mid-Cap ETF worth $2.93M as of Q2 2026.
CM Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.53% of CM Wealth Advisors's portfolio in Q2 2026, its #23 holding.
CM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.87B in Q3 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.