Curbstone Financial Management Corp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Curbstone Financial Management 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	$1.02M	Buy	12,632 +752	+6%	+$58.3K	0.17%	118
2026 Q1	$853K	Hold	11,880	–	–	0.16%	122
2025 Q4	$862K	Sell	11,880 -800	-6%	-$58.2K	0.16%	125
2025 Q3	$931K	Hold	12,680	–	–	0.18%	120
2025 Q2	$887K	Buy	12,680 +6,080	+92%	+$399K	0.18%	120
2025 Q1	$427K	Sell	6,600 -400	-6%	-$26.8K	0.09%	181
2024 Q4	$462K	Hold	7,000	–	–	0.1%	170
2024 Q3	$462K	Sell	7,000 -10,400	-60%	-$653K	0.1%	177
2024 Q2	$1.05M	Hold	17,400	–	–	0.23%	101
2024 Q1	$1.09M	Hold	17,400	–	–	0.23%	104
2023 Q4	$1.01M	Hold	17,400	–	–	0.23%	103
2023 Q3	$906K	Hold	17,400	–	–	0.22%	105
2023 Q2	$958K	Buy	17,400 +1,600	+10%	+$83.9K	0.23%	104
2023 Q1	$833K	Buy	15,800 +200	+1%	+$10.6K	0.2%	112
2022 Q4	$795K	Buy	15,600 +800	+5%	+$40.8K	0.2%	113
2022 Q3	$696K	Buy	14,800 +1,600	+12%	+$83.6K	0.17%	124
2022 Q2	$650K	Hold	13,200	–	–	0.15%	137
2022 Q1	$785K	Hold	13,200	–	–	0.14%	142
2021 Q4	$841K	Hold	13,200	–	–	0.15%	138
2021 Q3	$781K	Hold	13,200	–	–	0.15%	138
2021 Q2	$783K	Hold	13,200	–	–	0.15%	133
2021 Q1	$730K	Sell	13,200 -4,800	-27%	-$260K	0.15%	135
2020 Q4	$930K	Sell	18,000 -2,400	-12%	-$116K	0.19%	111
2020 Q3	$899K	Hold	20,400	–	–	0.22%	107
2020 Q2	$836K	Hold	20,400	–	–	0.22%	104
2020 Q1	$671K	Hold	20,400	–	–	0.2%	112
2019 Q4	$909K	Hold	20,400	–	–	0.22%	113
2019 Q3	$855K	Hold	20,400	–	–	0.22%	112
2019 Q2	$853K	Hold	20,400	–	–	0.22%	113
2019 Q1	$820K	Hold	20,400	–	–	0.22%	115
2018 Q4	$705K	Hold	20,400	–	–	0.21%	120
2018 Q3	$837K	Hold	20,400	–	–	0.22%	117
2018 Q2	$804K	Hold	20,400	–	–	0.22%	118
2018 Q1	$786K	Buy	20,400 +10,200	+100%	+$402K	0.22%	122
2017 Q4	$395K	Sell	10,200 -10,200	-50%	-$385K	0.22%	124
2017 Q3	$750K	Buy	20,400 +9,700	+91%	+$350K	0.22%	120
2017 Q2	$381K	Hold	10,700	–	–	0.23%	115
2017 Q1	$372K	Hold	10,700	–	–	0.23%	112
2016 Q4	$352K	Sell	10,700 -6,700	-39%	-$217K	0.22%	115
2016 Q3	$563K	Hold	17,400	–	–	0.18%	127
2016 Q2	$538K	Hold	17,400	–	–	0.18%	131
2016 Q1	$527K	Sell	17,400 -400	-2%	-$11.3K	0.18%	128
2015 Q4	$534K	Buy	17,800 +8,700	+96%	+$265K	0.18%	128
2015 Q3	$265K	Hold	9,100	–	–	0.19%	125
2015 Q2	$290K	Buy	9,100 +1,000	+12%	+$32.4K	0.19%	128
2015 Q1	$269K	Buy	+8,100	New	+$255K	0.18%	132

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

Curbstone Financial Management Corp's VO Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.3% in Q2 2026, buying an estimated $58.3K and bringing the position to 12,632 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #118.

Curbstone Financial Management Corp first reported a position in VO in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.09M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Curbstone Financial Management Corp held 12,632 shares of Vanguard Morningstar Mid-Cap ETF worth $1.02M as of Q2 2026.
Curbstone Financial Management Corp bought 752 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $58.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #118 holding.
Curbstone Financial Management Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
Curbstone Financial Management Corp's Vanguard Morningstar Mid-Cap ETF position peaked at $1.09M in Q1 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.