BFS
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Beacon Financial Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History

Beacon Financial Strategies’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 		$11.7M Buy
145,415
+3,039
+2% +$236K 5.82% 7
2026
Q1 		$10.2M Buy
142,376
+96
+0.1% +$7.13K 5.8% 7
2025
Q4 		$10.3M Buy
142,280
+1,332
+0.9% +$96.9K 5.76% 7
2025
Q3 		$10.4M Buy
140,948
+1,284
+0.9% +$92.2K 6.11% 7
2025
Q2 		$9.77M Sell
139,664
-732
-0.5% -$48K 6.14% 5
2025
Q1 		$9.08M Sell
140,396
-3,692
-3% -$248K 6.12% 5
2024
Q4 		$9.51M Buy
144,088
+4,352
+3% +$295K 6.36% 6
2024
Q3 		$9.22M Sell
139,736
-1,588
-1% -$99.7K 6.28% 6
2024
Q2 		$8.55M Buy
141,324
+656
+0.5% +$39.9K 6.16% 6
2024
Q1 		$8.79M Buy
140,668
+1,568
+1% +$92.7K 6.33% 6
2023
Q4 		$8.09M Buy
139,100
+2,436
+2% +$130K 6.29% 6
2023
Q3 		$7.11M Sell
136,664
-1,072
-0.8% -$58.8K 6.15% 6
2023
Q2 		$7.58M Buy
137,736
+2,336
+2% +$122K 6.21% 6
2023
Q1 		$7.14M Buy
135,400
+2,264
+2% +$120K 6.19% 6
2022
Q4 		$6.78M Buy
133,136
+3,556
+3% +$181K 6.15% 6
2022
Q3 		$6.09M Buy
129,580
+3,332
+3% +$174K 5.81% 6
2022
Q2 		$6.22M Buy
126,248
+6,716
+6% +$363K 5.79% 6
2022
Q1 		$7.11M Buy
119,532
+5,948
+5% +$349K 6.11% 7
2021
Q4 		$7.23M Buy
113,584
+2,052
+2% +$129K 6.16% 7
2021
Q3 		$6.6M Sell
111,532
-10,032
-8% -$606K 6% 7
2021
Q2 		$7.21M Buy
+121,564
New +$7.05M 6.15% 7

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
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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Financial Strategies's VO Position: Q2 2026 in Review

Beacon Financial Strategies increased its Vanguard Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $236K and bringing the position to 145,415 shares worth $11.7M. The position accounts for 5.82% of the portfolio, ranked #7.

Beacon Financial Strategies first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 457 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Beacon Financial Strategies held 145,415 shares of Vanguard Mid-Cap ETF worth $11.7M as of Q2 2026.
  • Beacon Financial Strategies bought 3,039 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $236K.
  • Vanguard Mid-Cap ETF made up 5.82% of Beacon Financial Strategies's portfolio in Q2 2026, its #7 holding.
  • Beacon Financial Strategies first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.