CSIA
VO icon

Conrad Siegel Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Conrad Siegel Investment 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 		$39.7M Buy
492,340
+1,820
+0.4% +$141K 6.45% 4
2026
Q1 		$35.2M Buy
490,520
+13,040
+3% +$969K 6.36% 5
2025
Q4 		$34.6M Buy
477,480
+8,168
+2% +$594K 6.57% 5
2025
Q3 		$34.5M Buy
469,312
+640
+0.1% +$46K 7.23% 4
2025
Q2 		$32.8M Buy
468,672
+2,156
+0.5% +$142K 7.36% 4
2025
Q1 		$30.2M Sell
466,516
-728
-0.2% -$48.9K 7.74% 4
2024
Q4 		$30.9M Buy
467,244
+860
+0.2% +$58.4K 8.31% 4
2024
Q3 		$30.8M Sell
466,384
-632
-0.1% -$39.7K 8.31% 4
2024
Q2 		$28.3M Sell
467,016
-18,444
-4% -$1.12M 8.21% 4
2024
Q1 		$30.3M Sell
485,460
-16,712
-3% -$988K 8.87% 4
2023
Q4 		$29.2M Buy
502,172
+1,124
+0.2% +$60.1K 13.28% 4
2023
Q3 		$26.1M Buy
501,048
+273,892
+121% +$15M 13.47% 4
2023
Q2 		$12.5M Buy
227,156
+18,632
+9% +$977K 9.7% 4
2023
Q1 		$11M Buy
208,524
+7,232
+4% +$385K 9.75% 4
2022
Q4 		$10.3M Buy
201,292
+11,744
+6% +$598K 10.25% 4
2022
Q3 		$8.91M Buy
189,548
+59,772
+46% +$3.12M 10.05% 4
2022
Q2 		$6.39M Sell
129,776
-31,280
-19% -$1.69M 6.94% 5
2022
Q1 		$9.58M Sell
161,056
-984
-0.6% -$57.7K 8.69% 4
2021
Q4 		$9.59M Buy
+162,040
New +$10.2M 8.33% 4

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Conrad Siegel Investment Advisors's VO Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q2 2026, buying an estimated $141K and bringing the position to 492,340 shares worth $39.7M. The position accounts for 6.45% of the portfolio, ranked #4.

Conrad Siegel Investment Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 1,437 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Conrad Siegel Investment Advisors held 492,340 shares of Vanguard Morningstar Mid-Cap ETF worth $39.7M as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 1,820 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Morningstar Mid-Cap ETF made up 6.45% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.