Cora Capital Advisors’s Vanguard Morningstar 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 Q2	$474K	Sell	5,885 -1,099	-16%	-$85.2K	0.13%	75
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

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

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

Cora Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $85.2K and leaving 5,885 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #75.

Cora Capital Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $571K in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cora Capital Advisors held 5,885 shares of Vanguard Morningstar Mid-Cap ETF worth $474K as of Q2 2026.
Cora Capital Advisors sold 1,099 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $85.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Cora Capital Advisors's portfolio in Q2 2026, its #75 holding.
Cora Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Cora Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $571K in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.