CCA
VO icon

Cobblestone Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Cobblestone Capital 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
2025
Q3 		$472K Sell
6,428
-80
-1% -$5.75K 0.02% 207
2025
Q2 		$455K Buy
6,508
+1,148
+21% +$75.4K 0.02% 206
2025
Q1 		$347K Sell
5,360
-3,276
-38% -$220K 0.02% 230
2024
Q4 		$570K Buy
8,636
+4,916
+132% +$334K 0.03% 175
2024
Q3 		$245K Hold
3,720
– – 0.01% 259
2024
Q2 		$225K Hold
3,720
– – 0.01% 258
2024
Q1 		$232K Hold
3,720
– – 0.01% 253
2023
Q4 		$216K Sell
3,720
-348
-9% -$18.6K 0.01% 258
2023
Q3 		$212K Buy
4,068
+348
+9% +$19.1K 0.02% 247
2023
Q2 		$205K Sell
3,720
-100
-3% -$5.24K 0.01% 260
2023
Q1 		$201K Sell
3,820
-1,660
-30% -$88.3K 0.02% 260
2022
Q4 		$279K Buy
+5,480
New +$279K 0.02% 223
2022
Q2 		– Sell
-3,748
Closed -$223K – 265
2022
Q1 		$223K Buy
+3,748
New +$220K 0.02% 242

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cobblestone Capital Advisors's VO Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1.2% in Q3 2025, selling an estimated $5.75K and leaving 6,428 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #207.

Cobblestone Capital Advisors first reported a position in VO in Q1 2022 and has held it in 13 quarters since. The position peaked at $570K in Q4 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Cobblestone Capital Advisors held 6,428 shares of Vanguard Mid-Cap ETF worth $472K as of Q3 2025.
  • Cobblestone Capital Advisors sold 80 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $5.75K.
  • Vanguard Mid-Cap ETF made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #207 holding.
  • Cobblestone Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Cobblestone Capital Advisors's Vanguard Mid-Cap ETF position peaked at $570K in Q4 2024.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.