Consolidated Portfolio Review Corp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Consolidated Portfolio Review Corp’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	$36.2M	Hold	449,616	–	–	3.02%	8
2026 Q1	$32.3M	Hold	449,616	–	–	2.95%	8
2025 Q4	$32.6M	Buy	449,616 +431,560	+2,390%	+$31.4M	2.82%	8
2025 Q3	$1.33M	Buy	18,056 +1,328	+8%	+$95.4K	0.17%	139
2025 Q2	$1.17M	Buy	16,728 +48	+0.3%	+$3.15K	0.16%	142
2025 Q1	$1.08M	Sell	16,680 -144	-0.9%	-$9.66K	0.17%	134
2024 Q4	$1.11M	Buy	16,824 +1,472	+10%	+$99.9K	0.18%	134
2024 Q3	$1.01M	Sell	15,352 -296	-2%	-$18.6K	0.23%	114
2024 Q2	$947K	Buy	15,648 +1,368	+10%	+$83.1K	0.22%	116
2024 Q1	$892K	Sell	14,280 -2,040	-13%	-$121K	0.23%	110
2023 Q4	$949K	Sell	16,320 -928	-5%	-$49.6K	0.22%	114
2023 Q3	$898K	Sell	17,248 -184	-1%	-$10.1K	0.22%	116
2023 Q2	$959K	Sell	17,432 -472	-3%	-$24.7K	0.23%	110
2023 Q1	$944K	Buy	+17,904	New	+$953K	0.26%	100

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

Consolidated Portfolio Review Corp's VO Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 449,616 shares worth $36.2M. The position accounts for 3.02% of the portfolio, ranked #8.

Consolidated Portfolio Review Corp first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Consolidated Portfolio Review Corp held 449,616 shares of Vanguard Morningstar Mid-Cap ETF worth $36.2M as of Q2 2026.
Consolidated Portfolio Review Corp left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 3.02% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #8 holding.
Consolidated Portfolio Review Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.