CFS
VO icon

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
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 		$9.87M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CRA Financial Services's VO Position: Q2 2026 in Review

CRA Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.79% in Q2 2026, selling an estimated $79.5K and leaving 128,063 shares worth $10.3M. The position accounts for 1.19% of the portfolio, ranked #20.

CRA Financial Services first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.6M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CRA Financial Services held 128,063 shares of Vanguard Morningstar Mid-Cap ETF worth $10.3M as of Q2 2026.
  • CRA Financial Services sold 1,025 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $79.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.19% of CRA Financial Services's portfolio in Q2 2026, its #20 holding.
  • CRA Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $13.6M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.