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Granite Group Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Granite Group 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 		– Sell
-4,264
Closed -$310K – 93
2026
Q1 		$310K Sell
4,264
-40
-0.9% -$2.97K 0.19% 66
2025
Q4 		$312K Buy
+4,304
New +$313K 0.18% 66

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Granite Group Advisors's VO Position: Q2 2026 in Review

Granite Group Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 4,264 shares — an estimated $310K sold.

Granite Group Advisors first reported a position in VO in Q4 2025 and held it in 2 quarters. The position peaked at $312K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Granite Group Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Granite Group Advisors sold 4,264 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310K.
  • Granite Group Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Granite Group Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $312K in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.