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

Cora 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
Q1 		$501K Sell
6,984
-880
-11% -$65.4K 0.17% 68
2025
Q4 		$571K Buy
7,864
+1,236
+19% +$89.9K 0.22% 60
2025
Q3 		$487K Buy
6,628
+4
+0.1% +$287 0.21% 62
2025
Q2 		$463K Sell
6,624
-200
-3% -$13.1K 0.21% 61
2025
Q1 		$441K Hold
6,824
– – 0.21% 66
2024
Q4 		$451K Buy
6,824
+800
+13% +$54.3K 0.22% 63
2024
Q3 		$397K Buy
6,024
+684
+13% +$42.9K 0.2% 62
2024
Q2 		$323K Buy
5,340
+96
+2% +$5.83K 0.17% 69
2024
Q1 		$328K Buy
5,244
+20
+0.4% +$1.18K 0.17% 64
2023
Q4 		$304K Buy
5,224
+156
+3% +$8.34K 0.18% 70
2023
Q3 		$264K Hold
5,068
– – 0.18% 75
2023
Q2 		$279K Buy
5,068
+4
+0.1% +$210 0.19% 74
2023
Q1 		$267K Sell
5,064
-984
-16% -$52.4K 0.2% 69
2022
Q4 		$308K Buy
+6,048
New +$308K 0.21% 54

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cora Capital Advisors's VO Position: Q1 2026 in Review

Cora Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, selling an estimated $65.4K and leaving 6,984 shares worth $501K. The position accounts for 0.17% of the portfolio, ranked #68.

Cora Capital Advisors first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $571K in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cora Capital Advisors held 6,984 shares of Vanguard Mid-Cap ETF worth $501K as of Q1 2026.
  • Cora Capital Advisors sold 880 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $65.4K.
  • Vanguard Mid-Cap ETF made up 0.17% of Cora Capital Advisors's portfolio in Q1 2026, its #68 holding.
  • Cora Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Cora Capital Advisors's Vanguard Mid-Cap ETF position peaked at $571K in Q4 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.