ARS Wealth Advisors Group’s Vanguard Mid-Cap ETF VO Stock Holding History

ARS Wealth Advisors 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	$355K	Sell	4,402 -70	-2%	-$5.43K	0.03%	168
2026 Q1	$321K	Buy	4,472 +192	+4%	+$14.3K	0.03%	155
2025 Q4	$311K	Sell	4,280 -396	-8%	-$28.8K	0.03%	146
2025 Q3	$343K	Sell	4,676 -764	-14%	-$54.9K	0.03%	130
2025 Q2	$381K	Buy	5,440 +320	+6%	+$21K	0.04%	117
2025 Q1	$331K	Buy	5,120 +404	+9%	+$27.1K	0.05%	113
2024 Q4	$312K	Hold	4,716	–	–	0.04%	117
2024 Q3	$311K	Buy	4,716 +80	+2%	+$5.02K	0.04%	131
2024 Q2	$281K	Sell	4,636 -696	-13%	-$42.3K	0.04%	133
2024 Q1	$333K	Buy	5,332 +1,504	+39%	+$88.9K	0.05%	122
2023 Q4	$223K	Sell	3,828 -4,372	-53%	-$234K	0.03%	142
2023 Q3	$427K	Buy	8,200 +4,376	+114%	+$240K	0.07%	97
2023 Q2	$210K	Buy	3,824 +28	+0.7%	+$1.47K	0.03%	133
2023 Q1	$200K	Sell	3,796 -1,452	-28%	-$77.2K	0.04%	117
2022 Q4	$267K	Buy	+5,248	New	+$267K	0.04%	114
2022 Q2	–	Sell	-3,428	Closed	-$204K	–	164
2022 Q1	$204K	Sell	3,428 -148	-4%	-$8.68K	0.04%	124
2021 Q4	$228K	Buy	3,576 +148	+4%	+$9.28K	0.04%	132
2021 Q3	$203K	Buy	+3,428	New	+$207K	0.04%	129

Other funds holding VO

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

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

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

ARS Wealth Advisors Group's VO Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $5.43K and leaving 4,402 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #168.

ARS Wealth Advisors Group first reported a position in VO in Q3 2021 and has held it in 18 quarters since. The position peaked at $427K in Q3 2023. 1,146 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ARS Wealth Advisors Group held 4,402 shares of Vanguard Mid-Cap ETF worth $355K as of Q2 2026.
ARS Wealth Advisors Group sold 70 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $5.43K.
Vanguard Mid-Cap ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #168 holding.
ARS Wealth Advisors Group first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 18 quarters since.
ARS Wealth Advisors Group's Vanguard Mid-Cap ETF position peaked at $427K in Q3 2023.
1,146 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.