CWS Financial Advisors’s Vanguard Morningstar 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 Q2	$3.53M	Buy	43,870 +114	+0.3%	+$8.84K	0.78%	23
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

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

CWS Financial Advisors's VO Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.26% in Q2 2026, buying an estimated $8.84K and bringing the position to 43,870 shares worth $3.53M. The position accounts for 0.78% of the portfolio, ranked #23.

CWS Financial Advisors first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CWS Financial Advisors held 43,870 shares of Vanguard Morningstar Mid-Cap ETF worth $3.53M as of Q2 2026.
CWS Financial Advisors bought 114 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.84K.
Vanguard Morningstar Mid-Cap ETF made up 0.78% of CWS Financial Advisors's portfolio in Q2 2026, its #23 holding.
CWS Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.