Cutler Investment Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.7M | Buy |
654,530
+9,462
| +1% | +$734K | 4.96% | 1 |
|
|
2026
Q1 | $46.3M | Sell |
645,068
-1,152
| -0.2% | -$85.6K | 4.77% | 1 |
|
|
2025
Q4 | $46.9M | Buy |
646,220
+15,316
| +2% | +$1.11M | 4.88% | 1 |
|
|
2025
Q3 | $46.5M | Buy |
630,904
+20,916
| +3% | +$1.5M | 4.87% | 1 |
|
|
2025
Q2 | $42.8M | Buy |
609,988
+10,660
| +2% | +$700K | 4.77% | 1 |
|
|
2025
Q1 | $38.7M | Buy |
599,328
+51,816
| +9% | +$3.48M | 4.66% | 2 |
|
|
2024
Q4 | $36.2M | Buy |
547,512
+41,020
| +8% | +$2.78M | 4.5% | 2 |
|
|
2024
Q3 | $33.4M | Buy |
506,492
+57,388
| +13% | +$3.6M | 4.21% | 2 |
|
|
2024
Q2 | $27.3M | Buy |
449,104
+676
| +0.2% | +$41.1K | 3.71% | 3 |
|
|
2024
Q1 | $28M | Buy |
448,428
+26,392
| +6% | +$1.56M | 3.76% | 3 |
|
|
2023
Q4 | $24.5M | Buy |
422,036
+1,900
| +0.5% | +$102K | 3.51% | 3 |
|
|
2023
Q3 | $21.9M | Sell |
420,136
-2,148
| -0.5% | -$118K | 3.45% | 5 |
|
|
2023
Q2 | $23.2M | Sell |
422,284
-4,876
| -1% | -$256K | 3.52% | 3 |
|
|
2023
Q1 | $22.5M | Sell |
427,160
-40,168
| -9% | -$2.14M | 3.49% | 4 |
|
|
2022
Q4 | $23.8M | Sell |
467,328
-18,116
| -4% | -$923K | 3.64% | 3 |
|
|
2022
Q3 | $22.8M | Sell |
485,444
-7,948
| -2% | -$415K | 3.79% | 3 |
|
|
2022
Q2 | $24.3M | Buy |
493,392
+9,164
| +2% | +$495K | 3.83% | 3 |
|
|
2022
Q1 | $28.8M | Buy |
484,228
+37,236
| +8% | +$2.18M | 3.99% | 3 |
|
|
2021
Q4 | $28.5M | Sell |
446,992
-6,412
| -1% | -$402K | 4.28% | 2 |
|
|
2021
Q3 | $26.8M | Buy |
453,404
+5,104
| +1% | +$308K | 4.24% | 3 |
|
|
2021
Q2 | $26.6M | Buy |
448,300
+872
| +0.2% | +$50.5K | 4.16% | 3 |
|
|
2021
Q1 | $24.8M | Sell |
447,428
-27,572
| -6% | -$1.5M | 4.3% | 3 |
|
|
2020
Q4 | $24.6M | Buy |
475,000
+1,628
| +0.3% | +$78.8K | 4.5% | 3 |
|
|
2020
Q3 | $20.9M | Buy |
473,372
+19,764
| +4% | +$861K | 4.04% | 4 |
|
|
2020
Q2 | $18.6M | Buy |
453,608
+6,056
| +1% | +$232K | 3.95% | 4 |
|
|
2020
Q1 | $14.7M | Sell |
447,552
-17,160
| -4% | -$711K | 3.56% | 5 |
|
|
2019
Q4 | $20.7M | Sell |
464,712
-22,280
| -5% | -$957K | 4.14% | 4 |
|
|
2019
Q3 | $20.4M | Sell |
486,992
-27,188
| -5% | -$1.14M | 3.93% | 4 |
|
|
2019
Q2 | $21.5M | Sell |
514,180
-10,140
| -2% | -$415K | 4.13% | 4 |
|
|
2019
Q1 | $21.1M | Buy |
524,320
+31,300
| +6% | +$1.2M | 4.12% | 4 |
|
|
2018
Q4 | $17M | Sell |
493,020
-39,248
| -7% | -$1.47M | 3.66% | 4 |
|
|
2018
Q3 | $21.8M | Buy |
532,268
+25,636
| +5% | +$1.05M | 4.09% | 4 |
|
|
2018
Q2 | $20M | Buy |
506,632
+6,400
| +1% | +$251K | 3.93% | 4 |
|
|
2018
Q1 | $19.3M | Buy |
500,232
+7,704
| +2% | +$303K | 3.76% | 4 |
|
|
2017
Q4 | $19.1M | Buy |
492,528
+132,332
| +37% | +$5M | 3.69% | 4 |
|
|
2017
Q3 | $13.2M | Buy |
360,196
+32,920
| +10% | +$1.19M | 3.09% | 4 |
|
|
2017
Q2 | $11.7M | Sell |
327,276
-91,664
| -22% | -$3.24M | 2.91% | 7 |
|
|
2017
Q1 | $14.6M | Buy |
418,940
+1,008
| +0.2% | +$34.6K | 3.39% | 5 |
|
|
2016
Q4 | $13.8M | Sell |
417,932
-24,992
| -6% | -$809K | 3.54% | 5 |
|
|
2016
Q3 | $14.3M | Sell |
442,924
-52,160
| -11% | -$1.67M | 3.87% | 5 |
|
|
2016
Q2 | $15.3M | Buy |
495,084
+14,560
| +3% | +$445K | 4.27% | 5 |
|
|
2016
Q1 | $14.6M | Buy |
480,524
+73,692
| +18% | +$2.08M | 4.46% | 4 |
|
|
2015
Q4 | $12.2M | Buy |
406,832
+2,912
| +0.7% | +$88.8K | 4.16% | 5 |
|
|
2015
Q3 | $11.8M | Sell |
403,920
-784
| -0.2% | -$24.4K | 4.21% | 5 |
|
|
2015
Q2 | $12.9M | Buy |
404,704
+10,776
| +3% | +$350K | 4.21% | 3 |
|
|
2015
Q1 | $13.1M | Buy |
393,928
+40,288
| +11% | +$1.27M | 4.21% | 3 |
|
|
2014
Q4 | $10.9M | Buy |
353,640
+71,896
| +26% | +$2.17M | 3.59% | 5 |
|
|
2014
Q3 | $8.26M | Buy |
281,744
+19,376
| +7% | +$575K | 2.82% | 5 |
|
|
2014
Q2 | $7.78M | Buy |
262,368
+4,320
| +2% | +$123K | 2.63% | 5 |
|
|
2014
Q1 | $7.33M | Buy |
258,048
+17,932
| +7% | +$498K | 2.59% | 6 |
|
|
2013
Q4 | $6.6M | Buy |
240,116
+11,028
| +5% | +$294K | 2.39% | 7 |
|
|
2013
Q3 | $5.87M | Buy |
229,088
+23,408
| +11% | +$587K | 2.29% | 7 |
|
|
2013
Q2 | $4.89M | Buy |
+205,680
| New | +$4.88M | 2% | 21 |
|
Other funds holding VO
Cutler Investment Counsel's VO Position: Q2 2026 in Review
Cutler Investment Counsel increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, buying an estimated $734K and bringing the position to 654,530 shares worth $52.7M. The position accounts for 4.96% of the portfolio, ranked #1.
Cutler Investment Counsel first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Cutler Investment Counsel held 654,530 shares of Vanguard Morningstar Mid-Cap ETF worth $52.7M as of Q2 2026.
- Cutler Investment Counsel bought 9,462 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $734K.
- Vanguard Morningstar Mid-Cap ETF made up 4.96% of Cutler Investment Counsel's portfolio in Q2 2026, its #1 holding.
- Cutler Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.