Commonwealth Equity Services’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 | $317M | Sell |
3,928,916
-93,592
| -2% | -$7.26M | 0.4% | 41 |
|
|
2026
Q1 | $289M | Sell |
4,022,508
-151,688
| -4% | -$11.3M | 0.4% | 41 |
|
|
2025
Q4 | $303M | Sell |
4,174,196
-439,340
| -10% | -$32M | 0.4% | 39 |
|
|
2025
Q3 | $339M | Sell |
4,613,536
-124,348
| -3% | -$8.93M | 0.44% | 34 |
|
|
2025
Q2 | $331M | Sell |
4,737,884
-178,372
| -4% | -$11.7M | 0.44% | 34 |
|
|
2025
Q1 | $318M | Sell |
4,916,256
-163,728
| -3% | -$11M | 0.45% | 36 |
|
|
2024
Q4 | $335M | Buy |
5,079,984
+64,600
| +1% | +$4.39M | 0.49% | 31 |
|
|
2024
Q3 | $331M | Buy |
5,015,384
+114,768
| +2% | +$7.21M | 0.5% | 28 |
|
|
2024
Q2 | $297M | Buy |
4,900,616
+235,788
| +5% | +$14.3M | 0.47% | 31 |
|
|
2024
Q1 | $291M | Sell |
4,664,828
-5,248
| -0.1% | -$310K | 0.48% | 29 |
|
|
2023
Q4 | $272M | Sell |
4,670,076
-15,504
| -0.3% | -$828K | 0.5% | 30 |
|
|
2023
Q3 | $244M | Buy |
4,685,580
+104,368
| +2% | +$5.72M | 0.51% | 33 |
|
|
2023
Q2 | $252M | Buy |
4,581,212
+147,916
| +3% | +$7.75M | 0.51% | 31 |
|
|
2023
Q1 | $234K | Buy |
4,433,296
+451,068
| +11% | +$24M | 0.49% | 29 |
|
|
2022
Q4 | $203M | Buy |
3,982,228
+157,452
| +4% | +$8.02M | 0.49% | 36 |
|
|
2022
Q3 | $180M | Buy |
3,824,776
+111,368
| +3% | +$5.82M | 0.46% | 36 |
|
|
2022
Q2 | $183M | Buy |
3,713,408
+318,392
| +9% | +$17.2M | 0.48% | 39 |
|
|
2022
Q1 | $202M | Buy |
3,395,016
+27,312
| +0.8% | +$1.6M | 0.46% | 38 |
|
|
2021
Q4 | $214M | Buy |
3,367,704
+146,948
| +5% | +$9.21M | 0.48% | 35 |
|
|
2021
Q3 | $191M | Buy |
3,220,756
+93,476
| +3% | +$5.65M | 0.48% | 34 |
|
|
2021
Q2 | $186M | Buy |
3,127,280
+144,384
| +5% | +$8.37M | 0.47% | 35 |
|
|
2021
Q1 | $165M | Buy |
2,982,896
+109,708
| +4% | +$5.95M | 0.47% | 37 |
|
|
2020
Q4 | $149M | Buy |
2,873,188
+93,928
| +3% | +$4.55M | 0.45% | 42 |
|
|
2020
Q3 | $122M | Sell |
2,779,260
-96,172
| -3% | -$4.19M | 0.42% | 47 |
|
|
2020
Q2 | $118M | Sell |
2,875,432
-186,676
| -6% | -$7.15M | 0.44% | 43 |
|
|
2020
Q1 | $101M | Buy |
3,062,108
+22,912
| +0.8% | +$949K | 0.47% | 41 |
|
|
2019
Q4 | $135M | Sell |
3,039,196
-3,512
| -0.1% | -$151K | 0.52% | 37 |
|
|
2019
Q3 | $127M | Buy |
3,042,708
+87,824
| +3% | +$3.67M | 0.54% | 34 |
|
|
2019
Q2 | $123M | Buy |
2,954,884
+49,320
| +2% | +$2.02M | 0.54% | 33 |
|
|
2019
Q1 | $117M | Buy |
2,905,564
+90,604
| +3% | +$3.48M | 0.54% | 34 |
|
|
2018
Q4 | $97.2M | Buy |
2,814,960
+309,412
| +12% | +$11.6M | 0.52% | 36 |
|
|
2018
Q3 | $103M | Buy |
2,505,548
+158,412
| +7% | +$6.46M | 0.49% | 38 |
|
|
2018
Q2 | $92.5M | Buy |
2,347,136
+110,912
| +5% | +$4.35M | 0.48% | 40 |
|
|
2018
Q1 | $86.2M | Buy |
2,236,224
+54,220
| +2% | +$2.13M | 0.47% | 43 |
|
|
2017
Q4 | $84.4M | Buy |
2,182,004
+149,268
| +7% | +$5.63M | 0.46% | 45 |
|
|
2017
Q3 | $74.7M | Buy |
2,032,736
+31,332
| +2% | +$1.13M | 0.45% | 48 |
|
|
2017
Q2 | $71.3M | Buy |
2,001,404
+91,448
| +5% | +$3.23M | 0.45% | 48 |
|
|
2017
Q1 | $66.5M | Buy |
1,909,956
+26,284
| +1% | +$903K | 0.45% | 50 |
|
|
2016
Q4 | $62M | Buy |
1,883,672
+120,908
| +7% | +$3.91M | 0.46% | 48 |
|
|
2016
Q3 | $57M | Buy |
1,762,764
+101,948
| +6% | +$3.27M | 0.45% | 50 |
|
|
2016
Q2 | $51.3M | Buy |
1,660,816
+12,364
| +0.8% | +$378K | 0.43% | 51 |
|
|
2016
Q1 | $50M | Sell |
1,648,452
-1,148
| -0.1% | -$32.5K | 0.45% | 46 |
|
|
2015
Q4 | $49.5M | Buy |
1,649,600
+226,080
| +16% | +$6.9M | 0.47% | 38 |
|
|
2015
Q3 | $41.5M | Buy |
1,423,520
+173,148
| +14% | +$5.4M | 0.44% | 45 |
|
|
2015
Q2 | $39.8M | Buy |
1,250,372
+162,948
| +15% | +$5.29M | 0.4% | 48 |
|
|
2015
Q1 | $36.1M | Buy |
1,087,424
+168,680
| +18% | +$5.3M | 0.37% | 52 |
|
|
2014
Q4 | $28.4M | Buy |
918,744
+28,672
| +3% | +$864K | 0.32% | 65 |
|
|
2014
Q3 | $26.1M | Buy |
890,072
+28,948
| +3% | +$859K | 0.32% | 64 |
|
|
2014
Q2 | $25.5M | Buy |
861,124
+72,012
| +9% | +$2.06M | 0.31% | 63 |
|
|
2014
Q1 | $22.4M | Buy |
789,112
+24,184
| +3% | +$671K | 0.31% | 67 |
|
|
2013
Q4 | $21M | Buy |
764,928
+64,856
| +9% | +$1.73M | 0.31% | 65 |
|
|
2013
Q3 | $17.9M | Buy |
700,072
+71,880
| +11% | +$1.8M | 0.29% | 72 |
|
|
2013
Q2 | $14.9M | Buy |
+628,192
| New | +$14.9M | 0.26% | 88 |
|
Other funds holding VO
Commonwealth Equity Services's VO Position: Q2 2026 in Review
Commonwealth Equity Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $7.26M and leaving 3,928,916 shares worth $317M. The position accounts for 0.4% of the portfolio, ranked #41.
Commonwealth Equity Services first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $339M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Commonwealth Equity Services held 3,928,916 shares of Vanguard Morningstar Mid-Cap ETF worth $317M as of Q2 2026.
- Commonwealth Equity Services sold 93,592 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.26M.
- Vanguard Morningstar Mid-Cap ETF made up 0.4% of Commonwealth Equity Services's portfolio in Q2 2026, its #41 holding.
- Commonwealth Equity Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Commonwealth Equity Services's Vanguard Morningstar Mid-Cap ETF position peaked at $339M in Q3 2025.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.