Abbot Financial Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.64M | Sell |
36,768
-200
| -0.5% | -$14.9K | 1.1% | 25 |
|
|
2025
Q4 | $2.68M | Sell |
36,968
-612
| -2% | -$44.5K | 1.11% | 22 |
|
|
2025
Q3 | $2.76M | Sell |
37,580
-680
| -2% | -$48.8K | 1.18% | 23 |
|
|
2025
Q2 | $2.68M | Sell |
38,260
-500
| -1% | -$32.8K | 1.23% | 20 |
|
|
2025
Q1 | $2.51M | Sell |
38,760
-452
| -1% | -$30.3K | 1.3% | 21 |
|
|
2024
Q4 | $2.59M | Sell |
39,212
-440
| -1% | -$29.9K | 1.29% | 20 |
|
|
2024
Q3 | $2.62M | Sell |
39,652
-100
| -0.3% | -$6.28K | 1.32% | 20 |
|
|
2024
Q2 | $2.41M | Hold |
39,752
| – | – | 1.29% | 21 |
|
|
2024
Q1 | $2.48M | Sell |
39,752
-160
| -0.4% | -$9.46K | 1.37% | 20 |
|
|
2023
Q4 | $2.32M | Sell |
39,912
-60
| -0.2% | -$3.21K | 1.4% | 21 |
|
|
2023
Q3 | $2.08M | Sell |
39,972
-1,488
| -4% | -$81.6K | 1.4% | 21 |
|
|
2023
Q2 | $2.28M | Sell |
41,460
-224
| -0.5% | -$11.7K | 1.46% | 20 |
|
|
2023
Q1 | $2.2M | Sell |
41,684
-260
| -0.6% | -$13.8K | 1.48% | 20 |
|
|
2022
Q4 | $2.14M | Sell |
41,944
-10,340
| -20% | -$527K | 1.46% | 21 |
|
|
2022
Q3 | $2.46M | Sell |
52,284
-200
| -0.4% | -$10.5K | 1.75% | 17 |
|
|
2022
Q2 | $2.58M | Sell |
52,484
-40
| -0.1% | -$2.16K | 1.56% | 22 |
|
|
2022
Q1 | $3.12M | Sell |
52,524
-400
| -0.8% | -$23.5K | 1.52% | 21 |
|
|
2021
Q4 | $3.37M | Sell |
52,924
-520
| -1% | -$32.6K | 1.51% | 21 |
|
|
2021
Q3 | $3.16M | Sell |
53,444
-500
| -0.9% | -$30.2K | 1.44% | 17 |
|
|
2021
Q2 | $3.2M | Sell |
53,944
-476
| -0.9% | -$27.6K | 1.4% | 16 |
|
|
2021
Q1 | $3.01M | Sell |
54,420
-100
| -0.2% | -$5.43K | 1.37% | 17 |
|
|
2020
Q4 | $2.82M | Sell |
54,520
-1,540
| -3% | -$74.6K | 1.62% | 17 |
|
|
2020
Q3 | $2.47M | Hold |
56,060
| – | – | 1.6% | 21 |
|
|
2020
Q2 | $2.3M | Sell |
56,060
-600
| -1% | -$23K | 1.58% | 21 |
|
|
2020
Q1 | $1.86M | Sell |
56,660
-200
| -0.4% | -$8.28K | 1.52% | 24 |
|
|
2019
Q4 | $2.53M | Buy |
56,860
+4,400
| +8% | +$189K | 1.6% | 18 |
|
|
2019
Q3 | $2.2M | Sell |
52,460
-240
| -0.5% | -$10K | 1.57% | 23 |
|
|
2019
Q2 | $2.2M | Buy |
52,700
+1,400
| +3% | +$57.3K | 1.6% | 22 |
|
|
2019
Q1 | $2.06M | Sell |
51,300
-940
| -2% | -$36.2K | 1.6% | 20 |
|
|
2018
Q4 | $1.8M | Buy |
52,240
+2,400
| +5% | +$90.1K | 1.59% | 22 |
|
|
2018
Q3 | $2.05M | Sell |
49,840
-40
| -0.1% | -$1.63K | 1.52% | 22 |
|
|
2018
Q2 | $1.97M | Buy |
49,880
+340
| +0.7% | +$13.3K | 1.56% | 20 |
|
|
2018
Q1 | $1.91M | Buy |
49,540
+1,400
| +3% | +$55.1K | 1.53% | 25 |
|
|
2017
Q4 | $1.86M | Sell |
48,140
-800
| -2% | -$30.2K | 1.49% | 26 |
|
|
2017
Q3 | $1.83M | Buy |
48,940
+2,028
| +4% | +$73.1K | 1.53% | 27 |
|
|
2017
Q2 | $1.67M | Buy |
+46,912
| New | +$1.66M | 1.5% | 26 |
|
Other funds holding VO
Abbot Financial Management's VO Position: Q1 2026 in Review
Abbot Financial Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.54% in Q1 2026, selling an estimated $14.9K and leaving 36,768 shares worth $2.64M. The position accounts for 1.1% of the portfolio, ranked #25.
Abbot Financial Management first reported a position in VO in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.37M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Abbot Financial Management held 36,768 shares of Vanguard Mid-Cap ETF worth $2.64M as of Q1 2026.
- Abbot Financial Management sold 200 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $14.9K.
- Vanguard Mid-Cap ETF made up 1.1% of Abbot Financial Management's portfolio in Q1 2026, its #25 holding.
- Abbot Financial Management first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Abbot Financial Management's Vanguard Mid-Cap ETF position peaked at $3.37M in Q4 2021.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.