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Atlantic Edge Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Atlantic Edge Private Wealth 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 		$69.9K Hold
868
– – 0.01% 224
2026
Q1 		$62.3K Hold
868
– – 0.02% 221
2025
Q4 		$63K Hold
868
– – 0.02% 202
2025
Q3 		$63.7K Hold
868
– – 0.02% 200
2025
Q2 		$60.7K Sell
868
-20
-2% -$1.31K 0.02% 196
2025
Q1 		$57.4K Hold
888
– – 0.02% 191
2024
Q4 		$58.6K Hold
888
– – 0.02% 190
2024
Q3 		$58.6K Hold
888
– – 0.02% 190
2024
Q2 		$53.7K Buy
888
+168
+23% +$10.2K 0.02% 189
2024
Q1 		$45K Buy
720
+160
+29% +$9.46K 0.02% 199
2023
Q4 		$32.6K Buy
+560
New +$29.9K 0.01% 209

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
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
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

Atlantic Edge Private Wealth Management's VO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 868 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #224.

Atlantic Edge Private Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,169 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 868 shares of Vanguard Mid-Cap ETF worth $69.9K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.