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

Boyd 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 		$3.87M Sell
47,983
-277
-0.6% -$21.5K 1.46% 15
2026
Q1 		$3.46M Sell
48,260
-408
-0.8% -$30.3K 1.47% 16
2025
Q4 		$3.53M Sell
48,668
-48
-0.1% -$3.49K 1.5% 16
2025
Q3 		$3.58M Sell
48,716
-820
-2% -$58.9K 1.54% 15
2025
Q2 		$3.47M Buy
49,536
+12,076
+32% +$793K 1.5% 15
2025
Q1 		$2.42M Buy
37,460
+3,520
+10% +$236K 1.21% 14
2024
Q4 		$2.24M Sell
33,940
-92
-0.3% -$6.25K 1.11% 16
2024
Q3 		$2.24M Hold
34,032
– – 1.14% 17
2024
Q2 		$2.06M Sell
34,032
-156
-0.5% -$9.48K 1.14% 17
2024
Q1 		$2.14M Hold
34,188
– – 1.22% 16
2023
Q4 		$1.99M Buy
34,188
+32
+0.1% +$1.71K 1.24% 16
2023
Q3 		$1.78M Sell
34,156
-240
-0.7% -$13.2K 1.19% 16
2023
Q2 		$1.89M Sell
34,396
-180
-0.5% -$9.44K 1.15% 17
2023
Q1 		$1.82M Buy
34,576
+644
+2% +$34.3K 1.27% 16
2022
Q4 		$1.73M Sell
33,932
-7,400
-18% -$377K 1.27% 17
2022
Q3 		$1.94M Sell
41,332
-548
-1% -$28.6K 1.55% 13
2022
Q2 		$2.06M Buy
41,880
+776
+2% +$41.9K 1.68% 14
2022
Q1 		$2.44M Buy
41,104
+2,856
+7% +$168K 1.83% 13
2021
Q4 		$2.44M Buy
+38,248
New +$2.4M 1.77% 15

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

Boyd Wealth Management's VO Position: Q2 2026 in Review

Boyd Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.57% in Q2 2026, selling an estimated $21.5K and leaving 47,983 shares worth $3.87M. The position accounts for 1.46% of the portfolio, ranked #15.

Boyd Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 515 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Boyd Wealth Management held 47,983 shares of Vanguard Mid-Cap ETF worth $3.87M as of Q2 2026.
  • Boyd Wealth Management sold 277 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Mid-Cap ETF made up 1.46% of Boyd Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Boyd Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 515 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.