2WWM
VO icon

21 West Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

21 West Wealth Management’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 		$2.97M Buy
36,879
+71
+0.2% +$5.5K 2.54% 14
2026
Q1 		$2.64M Buy
36,808
+24
+0.1% +$1.78K 2.45% 15
2025
Q4 		$2.67M Buy
36,784
+600
+2% +$43.6K 2.44% 15
2025
Q3 		$2.66M Buy
36,184
+856
+2% +$61.5K 2.52% 14
2025
Q2 		$2.47M Buy
+35,328
New +$2.32M 2.49% 13

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

21 West Wealth Management's VO Position: Q2 2026 in Review

21 West Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.19% in Q2 2026, buying an estimated $5.5K and bringing the position to 36,879 shares worth $2.97M. The position accounts for 2.54% of the portfolio, ranked #14.

21 West Wealth Management first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • 21 West Wealth Management held 36,879 shares of Vanguard Mid-Cap ETF worth $2.97M as of Q2 2026.
  • 21 West Wealth Management bought 71 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $5.5K.
  • Vanguard Mid-Cap ETF made up 2.54% of 21 West Wealth Management's portfolio in Q2 2026, its #14 holding.
  • 21 West Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.