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Ardent Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Ardent Capital 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 		$1.09M Sell
13,480
-1,240
-8% -$96.1K 0.45% 19
2026
Q1 		$1.06M Hold
14,720
– – 0.45% 22
2025
Q4 		$1.07M Hold
14,720
– – 0.42% 23
2025
Q3 		$1.08M Hold
14,720
– – 0.46% 24
2025
Q2 		$1.03M Hold
14,720
– – 0.49% 21
2025
Q1 		$952K Hold
14,720
– – 0.41% 22
2024
Q4 		$972K Hold
14,720
– – 0.44% 21
2024
Q3 		$971K Hold
14,720
– – 0.44% 24
2024
Q2 		$891K Hold
14,720
– – 0.44% 24
2024
Q1 		$919K Hold
14,720
– – 0.46% 25
2023
Q4 		$856K Hold
14,720
– – 0.45% 25
2023
Q3 		$766K Buy
+14,720
New +$807K 0.43% 26

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

Ardent Capital Management's VO Position: Q2 2026 in Review

Ardent Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, selling an estimated $96.1K and leaving 13,480 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #19.

Ardent Capital Management first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 553 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ardent Capital Management held 13,480 shares of Vanguard Mid-Cap ETF worth $1.09M as of Q2 2026.
  • Ardent Capital Management sold 1,240 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $96.1K.
  • Vanguard Mid-Cap ETF made up 0.45% of Ardent Capital Management's portfolio in Q2 2026, its #19 holding.
  • Ardent Capital Management first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 553 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.