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Buttonwood Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Buttonwood Financial Advisors’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 		$700K Sell
8,684
-484
-5% -$37.5K 0.21% 72
2026
Q1 		$658K Sell
9,168
-32
-0.3% -$2.38K 0.22% 71
2025
Q4 		$668K Sell
9,200
-52
-0.6% -$3.78K 0.22% 67
2025
Q3 		$679K Sell
9,252
-348
-4% -$25K 0.23% 66
2025
Q2 		$672K Sell
9,600
-48
-0.5% -$3.15K 0.27% 56
2025
Q1 		$624K Sell
9,648
-420
-4% -$28.2K 0.27% 62
2024
Q4 		$665K Buy
10,068
+4
+0% +$272 0.29% 61
2024
Q3 		$664K Sell
10,064
-912
-8% -$57.3K 0.29% 62
2024
Q2 		$664K Sell
10,976
-600
-5% -$36.5K 0.31% 57
2024
Q1 		$723K Hold
11,576
– – 0.34% 56
2023
Q4 		$673K Sell
11,576
-356
-3% -$19K 0.37% 56
2023
Q3 		$621K Buy
11,932
+3,344
+39% +$183K 0.39% 57
2023
Q2 		$473K Buy
+8,588
New +$450K 0.3% 64

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Buttonwood Financial Advisors's VO Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 5.3% in Q2 2026, selling an estimated $37.5K and leaving 8,684 shares worth $700K. The position accounts for 0.21% of the portfolio, ranked #72.

Buttonwood Financial Advisors first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $723K in Q1 2024. 704 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Buttonwood Financial Advisors held 8,684 shares of Vanguard Mid-Cap ETF worth $700K as of Q2 2026.
  • Buttonwood Financial Advisors sold 484 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $37.5K.
  • Vanguard Mid-Cap ETF made up 0.21% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Buttonwood Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Buttonwood Financial Advisors's Vanguard Mid-Cap ETF position peaked at $723K in Q1 2024.
  • 704 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.