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

Granite Harbor 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 		$495K Sell
6,145
-7
-0.1% -$543 0.2% 81
2026
Q1 		$442K Hold
6,152
– – 0.19% 81
2025
Q4 		$446K Hold
6,152
– – 0.19% 77
2025
Q3 		$452K Hold
6,152
– – 0.19% 85
2025
Q2 		$430K Sell
6,152
-44
-0.7% -$2.89K 0.2% 78
2025
Q1 		$401K Sell
6,196
-412
-6% -$27.6K 0.21% 70
2024
Q4 		$436K Sell
6,608
-188
-3% -$12.8K 0.24% 66
2024
Q3 		$448K Sell
6,796
-60
-0.9% -$3.77K 0.26% 67
2024
Q2 		$415K Sell
6,856
-248
-3% -$15.1K 0.26% 66
2024
Q1 		$444K Sell
7,104
-284
-4% -$16.8K 0.3% 57
2023
Q4 		$430K Sell
7,388
-528
-7% -$28.2K 0.32% 51
2023
Q3 		$412K Sell
7,916
-228
-3% -$12.5K 0.33% 52
2023
Q2 		$448K Sell
8,144
-628
-7% -$32.9K 0.35% 51
2023
Q1 		$463K Sell
8,772
-160
-2% -$8.51K 0.42% 49
2022
Q4 		$455K Buy
+8,932
New +$455K 0.46% 41

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 Harbor Advisors's VO Position: Q2 2026 in Review

Granite Harbor Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.11% in Q2 2026, selling an estimated $543 and leaving 6,145 shares worth $495K. The position accounts for 0.2% of the portfolio, ranked #81.

Granite Harbor Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Granite Harbor Advisors held 6,145 shares of Vanguard Morningstar Mid-Cap ETF worth $495K as of Q2 2026.
  • Granite Harbor Advisors sold 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Granite Harbor Advisors's portfolio in Q2 2026, its #81 holding.
  • Granite Harbor Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.