CWA Asset Management Group’s Vanguard Morningstar 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

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

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

CWA Asset Management Group reduced its Vanguard Morningstar 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. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CWA Asset Management Group held 41,277 shares of Vanguard Morningstar Mid-Cap ETF worth $3.33M as of Q2 2026.
CWA Asset Management Group sold 87 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.75K.
Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q1 2017 and has held it in 22 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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