CI
VO icon

CX Institutional’s Vanguard Mid-Cap ETF VO Stock Holding History

CX Institutional’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 		$61.8M Buy
767,143
+61,527
+9% +$4.77M 1.78% 6
2026
Q1 		$50.7M Sell
705,616
-306,564
-30% -$22.8M 1.55% 11
2025
Q4 		$73.4M Buy
1,012,180
+146,348
+17% +$10.6M 2.19% 4
2025
Q3 		$63.6M Buy
865,832
+72,164
+9% +$5.18M 1.93% 6
2025
Q2 		$55.5M Sell
793,668
-104,188
-12% -$6.84M 1.94% 11
2025
Q1 		$58.1M Buy
897,856
+109,440
+14% +$7.34M 2.19% 4
2024
Q4 		$52.1M Buy
788,416
+196,276
+33% +$13.3M 2.07% 7
2024
Q3 		$39.1M Buy
592,140
+27,336
+5% +$1.72M 1.73% 5
2024
Q2 		$34.2M Buy
564,804
+15,100
+3% +$918K 1.6% 9
2024
Q1 		$34.3M Buy
549,704
+2,232
+0.4% +$132K 1.66% 8
2023
Q4 		$31.8M Sell
547,472
-17,808
-3% -$951K 1.7% 5
2023
Q3 		$29.4M Sell
565,280
-83,504
-13% -$4.58M 1.62% 8
2023
Q2 		$35.7M Buy
648,784
+17,080
+3% +$895K 1.85% 3
2023
Q1 		$33.3M Sell
631,704
-70,376
-10% -$3.74M 1.77% 3
2022
Q4 		$35.8M Sell
702,080
-16,184
-2% -$824K 2.17% 3
2022
Q3 		$33.8M Buy
718,264
+79,248
+12% +$4.14M 2.34% 3
2022
Q2 		$31.5M Sell
639,016
-127,472
-17% -$6.89M 2.37% 4
2022
Q1 		$45.6M Buy
766,488
+20,516
+3% +$1.2M 3.65% 2
2021
Q4 		$47.5M Buy
745,972
+32,236
+5% +$2.02M 3.78% 2
2021
Q3 		$42.2M Buy
713,736
+2,672
+0.4% +$161K 3.45% 3
2021
Q2 		$42.2M Sell
711,064
-83,080
-10% -$4.82M 3.47% 3
2021
Q1 		$43.9M Buy
794,144
+15,952
+2% +$866K 3.93% 1
2020
Q4 		$40.2M Buy
778,192
+65,868
+9% +$3.19M 3.87% 2
2020
Q3 		$31.4M Buy
712,324
+13,408
+2% +$584K 3.39% 4
2020
Q2 		$28.6M Buy
698,916
+36,036
+5% +$1.38M 3.76% 4
2020
Q1 		$21.8M Buy
662,880
+389,812
+143% +$16.1M 3.56% 3
2019
Q4 		$12.2M Sell
273,068
-6,152
-2% -$264K 2.12% 10
2019
Q3 		$11.7M Sell
279,220
-14,528
-5% -$607K 1.89% 12
2019
Q2 		$12.3M Buy
293,748
+13,780
+5% +$564K 1.95% 13
2019
Q1 		$11.3M Sell
279,968
-9,024
-3% -$347K 1.98% 8
2018
Q4 		$9.98M Buy
288,992
+112,352
+64% +$4.22M 2.11% 11
2018
Q3 		$7.25M Buy
176,640
+27,072
+18% +$1.1M 2.4% 7
2018
Q2 		$5.89M Buy
+149,568
New +$5.87M 2.18% 9

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's VO Position: Q2 2026 in Review

CX Institutional increased its Vanguard Mid-Cap ETF (VO) stake by 8.7% in Q2 2026, buying an estimated $4.77M and bringing the position to 767,143 shares worth $61.8M. The position accounts for 1.78% of the portfolio, ranked #6.

CX Institutional first reported a position in VO in Q2 2018 and has held it in 33 quarters since. The position peaked at $73.4M in Q4 2025. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • CX Institutional held 767,143 shares of Vanguard Mid-Cap ETF worth $61.8M as of Q2 2026.
  • CX Institutional bought 61,527 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $4.77M.
  • Vanguard Mid-Cap ETF made up 1.78% of CX Institutional's portfolio in Q2 2026, its #6 holding.
  • CX Institutional first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Vanguard Mid-Cap ETF position peaked at $73.4M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.