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

Conservest 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
2026 Q2	$4.44M	Sell	55,123 -265	-0.5%	-$20.5K	0.35%	33
2026 Q1	$3.98M	Sell	55,388 -672	-1%	-$49.9K	0.36%	34
2025 Q4	$4.07M	Sell	56,060 -1,188	-2%	-$86.4K	0.37%	30
2025 Q3	$4.2M	Buy	57,248 +140	+0.2%	+$10.1K	0.39%	27
2025 Q2	$4M	Sell	57,108 -208	-0.4%	-$13.7K	0.39%	25
2025 Q1	$3.71M	Sell	57,316 -440	-0.8%	-$29.5K	0.39%	27
2024 Q4	$3.81M	Sell	57,756 -2,052	-3%	-$139K	0.39%	27
2024 Q3	$3.74M	Hold	59,808	–	–	0.38%	28
2024 Q2	$3.74M	Hold	59,808	–	–	0.4%	27
2024 Q1	$3.74M	Sell	59,808 -5,780	-9%	-$342K	0.38%	28
2023 Q4	$3.81M	Buy	65,588 +608	+0.9%	+$32.5K	0.41%	27
2023 Q3	$3.38M	Buy	64,980 +20	+0%	+$1.1K	0.41%	25
2023 Q2	$3.58M	Buy	64,960 +3,776	+6%	+$198K	0.41%	25
2023 Q1	$3.23M	Buy	61,184 +4,252	+7%	+$226K	0.38%	28
2022 Q4	$2.9M	Buy	+56,932	New	+$2.9M	0.37%	28
2022 Q3	–	Sell	-49,992	Closed	-$2.61M	–	27
2022 Q2	$2.46M	Buy	49,992 +32,104	+179%	+$1.73M	0.31%	29
2022 Q1	$1.06M	Buy	17,888 +1,852	+12%	+$109K	0.12%	41
2021 Q4	$1.02M	Sell	16,036 -912	-5%	-$57.2K	0.11%	45
2021 Q3	$1M	Buy	16,948 +952	+6%	+$57.5K	0.11%	42
2021 Q2	$949K	Sell	15,996 -104	-0.6%	-$6.03K	0.11%	43
2021 Q1	$891K	Sell	16,100 -120	-0.7%	-$6.51K	0.1%	43
2020 Q4	$838K	Sell	16,220 -64	-0.4%	-$3.1K	0.1%	47
2020 Q3	$718K	Buy	16,284 +908	+6%	+$39.6K	0.1%	45
2020 Q2	$630K	Sell	15,376 -480	-3%	-$18.4K	0.09%	46
2020 Q1	$522K	Buy	15,856 +5,120	+48%	+$212K	0.09%	44
2019 Q4	$478K	Buy	10,736 +84	+0.8%	+$3.61K	0.06%	56
2019 Q3	$446K	Buy	10,652 +4	+0%	+$167	0.06%	57
2019 Q2	$445K	Buy	10,648 +4	+0%	+$164	0.07%	59
2019 Q1	$428K	Sell	10,644 -10,832	-50%	-$417K	0.06%	58
2018 Q4	$742K	Buy	21,476 +15,688	+271%	+$589K	0.12%	50
2018 Q3	$238K	Hold	5,788	–	–	0.03%	74
2018 Q2	$228K	Hold	5,788	–	–	0.04%	74
2018 Q1	$223K	Sell	5,788 -980	-14%	-$38.6K	0.05%	68
2017 Q4	$262K	Hold	6,768	–	–	0.05%	69
2017 Q3	$249K	Hold	6,768	–	–	0.04%	88
2017 Q2	$241K	Hold	6,768	–	–	0.05%	70
2017 Q1	$236K	Buy	+6,768	New	+$233K	0.05%	73

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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 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 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Conservest Capital Advisors's VO Position: Q2 2026 in Review

Conservest Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.48% in Q2 2026, selling an estimated $20.5K and leaving 55,123 shares worth $4.44M. The position accounts for 0.35% of the portfolio, ranked #33.

Conservest Capital Advisors first reported a position in VO in Q1 2017 and has held it in 37 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Conservest Capital Advisors held 55,123 shares of Vanguard Morningstar Mid-Cap ETF worth $4.44M as of Q2 2026.
Conservest Capital Advisors sold 265 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of Conservest Capital Advisors's portfolio in Q2 2026, its #33 holding.
Conservest Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.