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CWA Asset Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

CWA Asset Management Group’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 		$3.33M Sell
41,277
-87
-0.2% -$6.75K 0.1% 205
2026
Q1 		$2.97M Buy
41,364
+1,428
+4% +$106K 0.1% 201
2025
Q4 		$2.9M Buy
39,936
+100
+0.3% +$7.27K 0.1% 183
2025
Q3 		$2.93M Buy
39,836
+276
+0.7% +$19.8K 0.11% 172
2025
Q2 		$2.77M Buy
39,560
+1,120
+3% +$73.5K 0.12% 166
2025
Q1 		$2.49M Buy
38,440
+29,016
+308% +$1.95M 0.12% 163
2024
Q4 		$622K Buy
9,424
+4
+0% +$272 0.03% 348
2024
Q3 		$621K Buy
+9,420
New +$591K 0.03% 326
2024
Q1 		$611K Sell
9,780
-1,328
-12% -$78.5K 0.04% 295
2023
Q4 		$646K Sell
11,108
-2,932
-21% -$157K 0.04% 219
2023
Q3 		$731K Buy
14,040
+5,052
+56% +$277K 0.05% 168
2023
Q2 		$495K Buy
8,988
+4,892
+119% +$256K 0.03% 221
2023
Q1 		$216K Buy
+4,096
New +$218K 0.02% 293
2019
Q3 		– Sell
-17,544
Closed -$733K – 246
2019
Q2 		$733K Buy
+17,544
New +$718K 0.13% 112
2019
Q1 		– Sell
-12,440
Closed -$430K – 235
2018
Q4 		$430K Buy
12,440
+764
+7% +$28.7K 0.1% 122
2018
Q3 		$479K Sell
11,676
-864
-7% -$35.3K 0.11% 119
2018
Q2 		$494K Buy
12,540
+548
+5% +$21.5K 0.12% 118
2018
Q1 		$462K Buy
11,992
+5,988
+100% +$236K 0.11% 115
2017
Q4 		$232K Hold
6,004
– – 0.06% 149
2017
Q3 		$221K Hold
6,004
– – 0.06% 150
2017
Q2 		$214K Hold
6,004
– – 0.07% 151
2017
Q1 		$209K Buy
+6,004
New +$206K 0.07% 149

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CWA Asset Management Group's VO Position: Q2 2026 in Review

CWA Asset Management Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.21% in Q2 2026, selling an estimated $6.75K and leaving 41,277 shares worth $3.33M. The position accounts for 0.1% of the portfolio, ranked #205.

CWA Asset Management Group first reported a position in VO in Q1 2017 and has held it in 22 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CWA Asset Management Group held 41,277 shares of Vanguard Mid-Cap ETF worth $3.33M as of Q2 2026.
  • CWA Asset Management Group sold 87 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $6.75K.
  • Vanguard Mid-Cap ETF made up 0.1% of CWA Asset Management Group's portfolio in Q2 2026, its #205 holding.
  • CWA Asset Management Group first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 22 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.