CWS Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

CWS Financial Advisors’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 Q1	$3.14M	Buy	43,756 +680	+2%	+$50.5K	0.8%	22
2025 Q4	$3.13M	Buy	43,076 +900	+2%	+$65.5K	0.85%	19
2025 Q3	$3.1M	Buy	42,176 +364	+0.9%	+$26.1K	0.86%	20
2025 Q2	$2.92M	Sell	41,812 -1,644	-4%	-$108K	0.85%	19
2025 Q1	$2.81M	Buy	43,456 +2,008	+5%	+$135K	0.89%	18
2024 Q4	$2.74M	Buy	41,448 +36,032	+665%	+$2.45M	0.89%	17
2024 Q3	$357K	Hold	5,416	–	–	0.13%	86
2024 Q2	$328K	Hold	5,416	–	–	0.13%	86
2024 Q1	$338K	Hold	5,416	–	–	0.14%	81
2023 Q4	$315K	Hold	5,416	–	–	0.12%	117
2023 Q3	$282K	Hold	5,416	–	–	0.11%	118
2023 Q2	$298K	Sell	5,416 -1,744	-24%	-$91.4K	0.11%	114
2023 Q1	$377K	Buy	7,160 +1,092	+18%	+$58.1K	0.15%	103
2022 Q4	$336K	Sell	6,068 -1,472	-20%	-$75K	0.14%	98
2022 Q3	$354K	Hold	7,540	–	–	0.17%	96
2022 Q2	$371K	Buy	7,540 +132	+2%	+$7.13K	0.17%	98
2022 Q1	$440K	Buy	7,408 +1,340	+22%	+$78.6K	0.17%	91
2021 Q4	$386K	Buy	+6,068	New	+$380K	0.14%	103
2021 Q2	$360K	Hold	6,068	–	–	0.14%	103
2021 Q1	$336K	Hold	6,068	–	–	0.14%	98
2020 Q4	$314K	Hold	6,068	–	–	0.18%	97
2020 Q3	$267K	Hold	6,068	–	–	0.18%	99
2020 Q2	$249K	Buy	6,068 +44	+0.7%	+$1.69K	0.18%	107
2020 Q1	$268K	Hold	6,024	–	–	0.2%	95
2019 Q4	$268K	Buy	+6,024	New	+$259K	0.2%	96

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CWS Financial Advisors's VO Position: Q1 2026 in Review

CWS Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 1.6% in Q1 2026, buying an estimated $50.5K and bringing the position to 43,756 shares worth $3.14M. The position accounts for 0.8% of the portfolio, ranked #22.

CWS Financial Advisors first reported a position in VO in Q4 2019 and has held it in 25 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

CWS Financial Advisors held 43,756 shares of Vanguard Mid-Cap ETF worth $3.14M as of Q1 2026.
CWS Financial Advisors bought 680 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $50.5K.
Vanguard Mid-Cap ETF made up 0.8% of CWS Financial Advisors's portfolio in Q1 2026, its #22 holding.
CWS Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.