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Astoria Strategic Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Astoria Strategic Wealth’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 		$302K Hold
3,752
– – 0.07% 32
2026
Q1 		$269K Buy
3,752
+4
+0.1% +$297 0.07% 32
2025
Q4 		$272K Buy
3,748
+64
+2% +$4.66K 0.07% 33
2025
Q3 		$271K Sell
3,684
-52
-1% -$3.73K 0.07% 32
2025
Q2 		$261K Sell
3,736
-16
-0.4% -$1.05K 0.07% 32
2025
Q1 		$243K Buy
3,752
+124
+3% +$8.32K 0.07% 31
2024
Q4 		$240K Hold
3,628
– – 0.07% 32
2024
Q3 		$239K Sell
3,628
-204
-5% -$12.8K 0.07% 32
2024
Q2 		$232K Buy
3,832
+140
+4% +$8.51K 0.07% 30
2024
Q1 		$231K Buy
+3,692
New +$218K 0.07% 30
2020
Q1 		– Sell
-17,380
Closed -$775K – 36
2019
Q4 		$775K Buy
+17,380
New +$746K 0.55% 19

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
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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Astoria Strategic Wealth's VO Position: Q2 2026 in Review

Astoria Strategic Wealth held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 3,752 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #32.

Astoria Strategic Wealth first reported a position in VO in Q4 2019 and has held it in 11 quarters since. The position peaked at $775K in Q4 2019. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Astoria Strategic Wealth held 3,752 shares of Vanguard Mid-Cap ETF worth $302K as of Q2 2026.
  • Astoria Strategic Wealth left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.07% of Astoria Strategic Wealth's portfolio in Q2 2026, its #32 holding.
  • Astoria Strategic Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
  • Astoria Strategic Wealth's Vanguard Mid-Cap ETF position peaked at $775K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.