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

Antonelli 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	$857K	Sell	10,638 -2,090	-16%	-$162K	0.59%	26
2026 Q1	$914K	Sell	12,728 -280	-2%	-$20.8K	0.63%	26
2025 Q4	$944K	Sell	13,008 -408	-3%	-$29.7K	0.62%	23
2025 Q3	$985K	Sell	13,416 -580	-4%	-$41.7K	0.67%	19
2025 Q2	$979K	Sell	13,996 -29,184	-68%	-$1.92M	0.71%	21
2025 Q1	$2.79M	Sell	43,180 -123,668	-74%	-$8.3M	2.25%	13
2024 Q4	$11M	Buy	+166,848	New	+$11.3M	9.31%	3

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Antonelli Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $162K and leaving 10,638 shares worth $857K. The position accounts for 0.59% of the portfolio, ranked #26.

Antonelli Financial Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2024. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Antonelli Financial Advisors held 10,638 shares of Vanguard Mid-Cap ETF worth $857K as of Q2 2026.
Antonelli Financial Advisors sold 2,090 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $162K.
Vanguard Mid-Cap ETF made up 0.59% of Antonelli Financial Advisors's portfolio in Q2 2026, its #26 holding.
Antonelli Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's Vanguard Mid-Cap ETF position peaked at $11M in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.