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

Bravera Wealth’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 		$1.33M Buy
16,460
+564
+4% +$43.7K 0.51% 39
2026
Q1 		$1.14M Buy
15,896
+4,588
+41% +$341K 0.51% 37
2025
Q4 		$820K Buy
+11,308
New +$823K 0.41% 40

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
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
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

Bravera Wealth's VO Position: Q2 2026 in Review

Bravera Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, buying an estimated $43.7K and bringing the position to 16,460 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #39.

Bravera Wealth first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bravera Wealth held 16,460 shares of Vanguard Mid-Cap ETF worth $1.33M as of Q2 2026.
  • Bravera Wealth bought 564 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $43.7K.
  • Vanguard Mid-Cap ETF made up 0.51% of Bravera Wealth's portfolio in Q2 2026, its #39 holding.
  • Bravera Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.