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Beaird Harris Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Beaird Harris 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 		$607K Sell
7,535
-6,697
-47% -$519K 0.04% 87
2026
Q1 		$1.02M Buy
14,232
+160
+1% +$11.9K 0.07% 76
2025
Q4 		$1.02M Buy
14,072
+104
+0.7% +$7.57K 0.07% 71
2025
Q3 		$1.03M Buy
13,968
+48
+0.3% +$3.45K 0.07% 69
2025
Q2 		$974K Hold
13,920
– – 0.08% 66
2025
Q1 		$900K Buy
13,920
+60
+0.4% +$4.03K 0.08% 63
2024
Q4 		$915K Buy
13,860
+52
+0.4% +$3.53K 0.08% 66
2024
Q3 		$911K Buy
13,808
+12,552
+999% +$788K 0.08% 66
2024
Q2 		$76K Hold
1,256
– – 0.01% 184
2024
Q1 		$78.5K Hold
1,256
– – 0.01% 171
2023
Q4 		$73K Hold
1,256
– – 0.01% 164
2023
Q3 		$65.4K Sell
1,256
-244
-16% -$13.4K 0.01% 152
2023
Q2 		$82.6K Sell
1,500
-100
-6% -$5.24K 0.01% 141
2023
Q1 		$84.4K Sell
1,600
-44
-3% -$2.34K 0.02% 139
2022
Q4 		$83.8K Hold
1,644
– – 0.02% 144
2022
Q3 		$77K Buy
1,644
+44
+3% +$2.3K 0.02% 131
2022
Q2 		$79K Hold
1,600
– – 0.02% 111
2022
Q1 		$95K Hold
1,600
– – 0.03% 138
2021
Q4 		$102K Buy
+1,600
New +$100K 0.04% 161

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Beaird Harris Wealth Management's VO Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 47% in Q2 2026, selling an estimated $519K and leaving 7,535 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #87.

Beaird Harris Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q3 2025. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Beaird Harris Wealth Management held 7,535 shares of Vanguard Mid-Cap ETF worth $607K as of Q2 2026.
  • Beaird Harris Wealth Management sold 6,697 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $519K.
  • Vanguard Mid-Cap ETF made up 0.04% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.03M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.