CRA Financial Services
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CRA Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CRA Financial Services’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
Q3 		$9.7M Sell
123,730
-4,333
-3% -$352K 1.07% 21
2026
Q2 		$10.3M Sell
128,063
-1,025
-0.8% -$79.5K 1.19% 20
2026
Q1 		$9.27M Sell
129,088
-6,972
-5% -$518K 1.2% 19
2025
Q4 		$9.9M Sell
136,060
-49,128
-27% -$3.57M 1.29% 19
2025
Q3 		$13.6M Buy
185,188
+7,876
+4% +$566K 1.86% 14
2025
Q2 		$12.4M Buy
177,312
+7,340
+4% +$482K 1.9% 14
2025
Q1 		$11M Buy
169,972
+8,968
+6% +$602K 1.88% 13
2024
Q4 		$10.6M Buy
161,004
+8,604
+6% +$584K 1.82% 14
2024
Q3 		$10.1M Buy
152,400
+13,424
+10% +$843K 1.84% 14
2024
Q2 		$8.41M Buy
138,976
+8,656
+7% +$526K 1.7% 13
2024
Q1 		$8.14M Buy
130,320
+9,892
+8% +$585K 1.77% 13
2023
Q4 		$7M Buy
120,428
+5,368
+5% +$287K 1.71% 12
2023
Q3 		$5.99M Buy
115,060
+9,840
+9% +$540K 1.65% 12
2023
Q2 		$5.79M Buy
105,220
+9,524
+10% +$499K 1.57% 12
2023
Q1 		$5.05M Buy
95,696
+7,240
+8% +$385K 1.5% 13
2022
Q4 		$4.51M Buy
88,456
+24,508
+38% +$1.25M 1.48% 13
2022
Q3 		$3M Buy
63,948
+10,828
+20% +$566K 1.08% 17
2022
Q2 		$2.62M Buy
53,120
+9,988
+23% +$540K 0.9% 20
2022
Q1 		$2.56M Buy
43,132
+3,016
+8% +$177K 0.77% 22
2021
Q4 		$2.56M Buy
40,116
+988
+3% +$61.9K 0.76% 21
2021
Q3 		$2.32M Buy
39,128
+476
+1% +$28.8K 0.78% 23
2021
Q2 		$2.29M Buy
38,652
+216
+0.6% +$12.5K 0.8% 23
2021
Q1 		$2.13M Buy
38,436
+476
+1% +$25.8K 0.82% 24
2020
Q4 		$1.96M Buy
37,960
+412
+1% +$19.9K 0.82% 25
2020
Q3 		$1.66M Buy
37,548
+340
+0.9% +$14.8K 0.79% 28
2020
Q2 		$1.52M Buy
37,208
+140
+0.4% +$5.36K 0.81% 28
2020
Q1 		$1.22M Sell
37,068
-604
-2% -$25K 0.78% 31
2019
Q4 		$1.68M Sell
37,672
-208
-0.5% -$8.93K 0.92% 25
2019
Q3 		$1.59M Sell
37,880
-1,584
-4% -$66.2K 0.96% 26
2019
Q2 		$1.65M Buy
39,464
+12
+0% +$491 0.99% 25
2019
Q1 		$1.58M Sell
39,452
-524
-1% -$20.2K 1.03% 25
2018
Q4 		$1.38M Buy
+39,976
New +$1.5M 1% 26

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CRA Financial Services's VO Position: Q3 2026 in Review

CRA Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q3 2026, selling an estimated $352K and leaving 123,730 shares worth $9.7M. The position accounts for 1.07% of the portfolio, ranked #21.

CRA Financial Services first reported a position in VO in Q4 2018 and has held it in 32 quarters since. The position peaked at $13.6M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • CRA Financial Services held 123,730 shares of Vanguard Morningstar Mid-Cap ETF worth $9.7M as of Q3 2026.
  • CRA Financial Services sold 4,333 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $352K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.07% of CRA Financial Services's portfolio in Q3 2026, its #21 holding.
  • CRA Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $13.6M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.