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

BSW Wealth Partners’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 		$481K Sell
5,967
-1,301
-18% -$101K 0.05% 192
2026
Q1 		$522K Sell
7,268
-16
-0.2% -$1.19K 0.06% 172
2025
Q4 		$528K Sell
7,284
-2,604
-26% -$189K 0.06% 175
2025
Q3 		$726K Sell
9,888
-64
-0.6% -$4.6K 0.09% 123
2025
Q2 		$696K Sell
9,952
-468
-4% -$30.7K 0.1% 119
2025
Q1 		$674K Buy
10,420
+680
+7% +$45.6K 0.1% 122
2024
Q4 		$643K Buy
9,740
+740
+8% +$50.2K 0.09% 125
2024
Q3 		$594K Sell
9,000
-76
-0.8% -$4.77K 0.09% 131
2024
Q2 		$549K Sell
9,076
-812
-8% -$49.3K 0.09% 123
2024
Q1 		$618K Sell
9,888
-1,164
-11% -$68.8K 0.1% 116
2023
Q4 		$643K Sell
11,052
-4,020
-27% -$215K 0.13% 100
2023
Q3 		$785K Buy
15,072
+980
+7% +$53.7K 0.17% 76
2023
Q2 		$776K Sell
14,092
-28
-0.2% -$1.47K 0.16% 81
2023
Q1 		$745K Sell
14,120
-172
-1% -$9.15K 0.15% 98
2022
Q4 		$728K Buy
14,292
+3,764
+36% +$192K 0.16% 89
2022
Q3 		$495K Buy
10,528
+368
+4% +$19.2K 0.12% 115
2022
Q2 		$500K Sell
10,160
-300
-3% -$16.2K 0.12% 119
2022
Q1 		$622K Sell
10,460
-536
-5% -$31.4K 0.16% 105
2021
Q4 		$700K Buy
10,996
+920
+9% +$57.7K 0.18% 84
2021
Q3 		$596K Sell
10,076
-72
-0.7% -$4.35K 0.17% 89
2021
Q2 		$602K Sell
10,148
-1,440
-12% -$83.5K 0.17% 82
2021
Q1 		$641K Sell
11,588
-6,128
-35% -$333K 0.19% 70
2020
Q4 		$916K Sell
17,716
-224
-1% -$10.8K 0.28% 43
2020
Q3 		$791K Sell
17,940
-1,084
-6% -$47.2K 0.3% 41
2020
Q2 		$780K Sell
19,024
-2,748
-13% -$105K 0.26% 45
2020
Q1 		$717K Sell
21,772
-204
-0.9% -$8.45K 0.3% 42
2019
Q4 		$979K Sell
21,976
-100
-0.5% -$4.29K 0.33% 34
2019
Q3 		$925K Sell
22,076
-264
-1% -$11K 0.36% 32
2019
Q2 		$934K Hold
22,340
– – 0.35% 37
2019
Q1 		$898K Sell
22,340
-2,044
-8% -$78.6K 0.36% 34
2018
Q4 		$842K Buy
+24,384
New +$915K 0.32% 36
2018
Q1 		– Sell
-8,772
Closed -$339K – 95
2017
Q4 		$339K Buy
8,772
+68
+0.8% +$2.57K 0.14% 60
2017
Q3 		$320K Hold
8,704
– – 0.14% 56
2017
Q2 		$310K Buy
8,704
+56
+0.6% +$1.98K 0.14% 55
2017
Q1 		$301K Sell
8,648
-2,280
-21% -$78.3K 0.15% 54
2016
Q4 		$360K Buy
10,928
+9,520
+676% +$308K 0.19% 50
2016
Q3 		$2.72K Sell
1,408
-19,064
-93% -$612K 0.09% 64
2016
Q2 		$633K Hold
20,472
– – 0.35% 28
2016
Q1 		$620K Sell
20,472
-85,272
-81% -$2.41M 0.35% 30
2015
Q4 		$3.17M Buy
+105,744
New +$3.23M 1.59% 11

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

BSW Wealth Partners's VO Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 18% in Q2 2026, selling an estimated $101K and leaving 5,967 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #192.

BSW Wealth Partners first reported a position in VO in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.17M in Q4 2015. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BSW Wealth Partners held 5,967 shares of Vanguard Mid-Cap ETF worth $481K as of Q2 2026.
  • BSW Wealth Partners sold 1,301 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Mid-Cap ETF made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • BSW Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 40 quarters since.
  • BSW Wealth Partners's Vanguard Mid-Cap ETF position peaked at $3.17M in Q4 2015.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.