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Burkett Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Burkett Financial Services’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 		$593K Sell
7,364
-192
-3% -$14.9K 0.19% 35
2026
Q1 		$543K Buy
7,556
+244
+3% +$18.1K 0.19% 36
2025
Q4 		$531K Sell
7,312
-40
-0.5% -$2.91K 0.18% 36
2025
Q3 		$540K Buy
7,352
+28
+0.4% +$2.01K 0.19% 36
2025
Q2 		$512K Hold
7,324
– – 0.18% 35
2025
Q1 		$474K Sell
7,324
-136
-2% -$9.13K 0.19% 35
2024
Q4 		$493K Sell
7,460
-168
-2% -$11.4K 0.2% 33
2024
Q3 		$503K Buy
7,628
+56
+0.7% +$3.52K 0.21% 33
2024
Q2 		$458K Sell
7,572
-128
-2% -$7.78K 0.24% 32
2024
Q1 		$481K Buy
7,700
+28
+0.4% +$1.66K 0.25% 31
2023
Q4 		$446K Buy
+7,672
New +$410K 0.25% 33

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

Burkett Financial Services's VO Position: Q2 2026 in Review

Burkett Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, selling an estimated $14.9K and leaving 7,364 shares worth $593K. The position accounts for 0.19% of the portfolio, ranked #35.

Burkett Financial Services first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Burkett Financial Services held 7,364 shares of Vanguard Mid-Cap ETF worth $593K as of Q2 2026.
  • Burkett Financial Services sold 192 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Mid-Cap ETF made up 0.19% of Burkett Financial Services's portfolio in Q2 2026, its #35 holding.
  • Burkett Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 863 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.