McCollum Christoferson Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McCollum Christoferson Group’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	$446K	Sell	5,538 -90	-2%	-$6.98K	0.13%	59
2026 Q1	$404K	Sell	5,628 -464	-8%	-$34.5K	0.12%	59
2025 Q4	$442K	Hold	6,092	–	–	0.13%	57
2025 Q3	$447K	Buy	6,092 +480	+9%	+$34.5K	0.13%	52
2025 Q2	$393K	Hold	5,612	–	–	0.12%	51
2025 Q1	$363K	Sell	5,612 -20	-0.4%	-$1.34K	0.11%	56
2024 Q4	$372K	Hold	5,632	–	–	0.11%	55
2024 Q3	$371K	Buy	+5,632	New	+$354K	0.11%	56
2019 Q4	–	Sell	-7,172	Closed	-$302K	–	73
2019 Q3	$302K	Sell	7,172 -2,216	-24%	-$92.6K	0.11%	58
2019 Q2	$392K	Sell	9,388 -316	-3%	-$12.9K	0.14%	57
2019 Q1	$390K	Buy	9,704 +320	+3%	+$12.3K	0.14%	58
2018 Q4	$324K	Hold	9,384	–	–	0.14%	58
2018 Q3	$385K	Buy	9,384 +480	+5%	+$19.6K	0.14%	60
2018 Q2	$351K	Buy	8,904 +600	+7%	+$23.6K	0.14%	60
2018 Q1	$320K	Sell	8,304 -1,936	-19%	-$76.2K	0.13%	63
2017 Q4	$396K	Buy	+10,240	New	+$387K	0.16%	59

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 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 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

McCollum Christoferson Group's VO Position: Q2 2026 in Review

McCollum Christoferson Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $6.98K and leaving 5,538 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #59.

McCollum Christoferson Group first reported a position in VO in Q4 2017 and has held it in 16 quarters since. The position peaked at $447K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

McCollum Christoferson Group held 5,538 shares of Vanguard Morningstar Mid-Cap ETF worth $446K as of Q2 2026.
McCollum Christoferson Group sold 90 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.98K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of McCollum Christoferson Group's portfolio in Q2 2026, its #59 holding.
McCollum Christoferson Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
McCollum Christoferson Group's Vanguard Morningstar Mid-Cap ETF position peaked at $447K in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.