MFA
VO icon

McClarren Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McClarren 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 		$11.1M Buy
138,074
+2,998
+2% +$232K 5.75% 5
2026
Q1 		$9.7M Sell
135,076
-23,100
-15% -$1.72M 5.74% 5
2025
Q4 		$9.73M Buy
158,176
+29,556
+23% +$2.15M 5.81% 5
2025
Q3 		$9.87M Sell
128,620
-8,960
-7% -$643K 6.04% 5
2025
Q2 		$9.62M Buy
137,580
+7,704
+6% +$506K 6.26% 5
2025
Q1 		$8.95M Buy
+129,876
New +$8.72M 5.92% 5
2024
Q4 		– Sell
-131,672
Closed -$22M – 311
2024
Q3 		$22M Sell
131,672
-28
-0% -$1.76K 2.77% 9
2024
Q2 		$8.54M Sell
131,700
-12,292
-9% -$747K 5.97% 4
2024
Q1 		$8.99M Buy
143,992
+616
+0.4% +$36.4K 6.46% 4
2023
Q4 		$8.34M Buy
143,376
+6,808
+5% +$364K 6.35% 4
2023
Q3 		$7.1M Buy
136,568
+1,268
+0.9% +$69.5K 6.19% 4
2023
Q2 		$7.45M Buy
135,300
+9,308
+7% +$488K 6.16% 4
2023
Q1 		$6.59M Buy
125,992
+3,216
+3% +$171K 6% 4
2022
Q4 		$6.25M Buy
122,776
+6,680
+6% +$340K 5.94% 4
2022
Q3 		$5.46M Buy
116,096
+98,820
+572% +$5.16M 5.44% 6
2022
Q2 		$850K Sell
17,276
-92,444
-84% -$4.99M 2.72% 11
2022
Q1 		$6.52M Sell
109,720
-4
-0% -$235 4.72% 7
2021
Q4 		$6.97M Sell
109,724
-4,240
-4% -$266K 4.76% 6
2021
Q3 		$6.75M Buy
113,964
+4,200
+4% +$254K 5.26% 5
2021
Q2 		$6.51M Buy
109,764
+5,796
+6% +$336K 5.28% 7
2021
Q1 		$5.76M Buy
103,968
+1,624
+2% +$88.1K 5.15% 7
2020
Q4 		$5.29M Buy
+102,344
New +$4.96M 5.08% 7

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

McClarren Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $232K and bringing the position to 138,074 shares worth $11.1M. The position accounts for 5.75% of the portfolio, ranked #5.

McClarren Financial Advisors first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $22M in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • McClarren Financial Advisors held 138,074 shares of Vanguard Morningstar Mid-Cap ETF worth $11.1M as of Q2 2026.
  • McClarren Financial Advisors bought 2,998 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Morningstar Mid-Cap ETF made up 5.75% of McClarren Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $22M in Q3 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.