CX Institutional’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
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
CX Institutional's VO Position: Q2 2026 in Review
CX Institutional increased its Vanguard Morningstar 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. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- CX Institutional held 767,143 shares of Vanguard Morningstar Mid-Cap ETF worth $61.8M as of Q2 2026.
- CX Institutional bought 61,527 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.77M.
- Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Vanguard Morningstar Mid-Cap ETF position peaked at $73.4M in Q4 2025.
- 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.