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BFSG LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

BFSG LLC’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 		$596K Buy
7,398
+1,826
+33% +$142K 0.05% 192
2026
Q1 		$400K Buy
5,572
+340
+6% +$25.3K 0.04% 202
2025
Q4 		$380K Sell
5,232
-696
-12% -$50.6K 0.04% 206
2025
Q3 		$435K Buy
5,928
+1,336
+29% +$95.9K 0.04% 207
2025
Q2 		$321K Buy
4,592
+200
+5% +$13.1K 0.04% 210
2025
Q1 		$284K Buy
4,392
+2,296
+110% +$154K 0.03% 202
2024
Q4 		$138K Sell
2,096
-20
-0.9% -$1.36K 0.02% 279
2024
Q3 		$140K Sell
2,116
-24
-1% -$1.51K 0.02% 287
2024
Q2 		$130K Sell
2,140
-4
-0.2% -$243 0.02% 279
2024
Q1 		$134K Sell
2,144
-732
-25% -$43.3K 0.02% 280
2023
Q4 		$167K Buy
+2,876
New +$154K 0.02% 257

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
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

BFSG LLC's VO Position: Q2 2026 in Review

BFSG LLC increased its Vanguard Mid-Cap ETF (VO) stake by 33% in Q2 2026, buying an estimated $142K and bringing the position to 7,398 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #192.

BFSG LLC first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BFSG LLC held 7,398 shares of Vanguard Mid-Cap ETF worth $596K as of Q2 2026.
  • BFSG LLC bought 1,826 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Mid-Cap ETF made up 0.05% of BFSG LLC's portfolio in Q2 2026, its #192 holding.
  • BFSG LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.