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

Brown Miller 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	$1.98M	Sell	24,551 -333	-1%	-$25.8K	0.5%	47
2026 Q1	$1.79M	Hold	24,884	–	–	0.51%	48
2025 Q4	$1.81M	Sell	24,884 -408	-2%	-$29.7K	0.5%	51
2025 Q3	$1.86M	Buy	25,292 +64	+0.3%	+$4.6K	0.53%	47
2025 Q2	$1.76M	Sell	25,228 -2,504	-9%	-$164K	0.55%	45
2025 Q1	$1.79M	Sell	27,732 -20,912	-43%	-$1.4M	0.62%	45
2024 Q4	$3.21M	Buy	48,644 +2,052	+4%	+$139K	1.23%	21
2024 Q3	$3.07M	Buy	46,592 +224	+0.5%	+$14.1K	1.19%	23
2024 Q2	$2.81M	Buy	46,368 +1,760	+4%	+$107K	1.17%	23
2024 Q1	$2.79M	Buy	44,608 +3,304	+8%	+$195K	1.23%	24
2023 Q4	$2.4M	Buy	41,304 +1,152	+3%	+$61.5K	1.2%	26
2023 Q3	$2.09M	Buy	40,152 +5,056	+14%	+$277K	1.17%	26
2023 Q2	$1.93M	Buy	35,096 +1,328	+4%	+$69.6K	1.04%	32
2023 Q1	$1.78M	Buy	33,768 +824	+3%	+$43.8K	1.05%	32
2022 Q4	$1.68M	Buy	32,944 +6,860	+26%	+$349K	1.06%	31
2022 Q3	$1.23M	Buy	26,084 +1,816	+7%	+$94.9K	0.87%	37
2022 Q2	$1.2M	Buy	24,268 +2,032	+9%	+$110K	0.81%	36
2022 Q1	$1.32M	Buy	22,236 +2,096	+10%	+$123K	0.76%	41
2021 Q4	$1.28M	Buy	20,140 +4,540	+29%	+$285K	0.73%	40
2021 Q3	$923K	Buy	15,600 +140	+0.9%	+$8.46K	0.58%	49
2021 Q2	$917K	Buy	15,460 +3,620	+31%	+$210K	0.59%	47
2021 Q1	$655K	Sell	11,840 -1,172	-9%	-$63.6K	0.46%	55
2020 Q4	$673K	Buy	+13,012	New	+$630K	0.51%	50

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Brown Miller Wealth Management's VO Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $25.8K and leaving 24,551 shares worth $1.98M. The position accounts for 0.5% of the portfolio, ranked #47.

Brown Miller Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.21M in Q4 2024. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Brown Miller Wealth Management held 24,551 shares of Vanguard Mid-Cap ETF worth $1.98M as of Q2 2026.
Brown Miller Wealth Management sold 333 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $25.8K.
Vanguard Mid-Cap ETF made up 0.5% of Brown Miller Wealth Management's portfolio in Q2 2026, its #47 holding.
Brown Miller Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's Vanguard Mid-Cap ETF position peaked at $3.21M in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.