Byrne Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Byrne Asset 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	$212K	Sell	2,636 -16	-0.6%	-$1.24K	0.11%	141
2026 Q1	$190K	Sell	2,652 -188	-7%	-$14K	0.11%	139
2025 Q4	$206K	Hold	2,840	–	–	0.11%	132
2025 Q3	$209K	Sell	2,840 -188	-6%	-$13.5K	0.13%	115
2025 Q2	$212K	Buy	+3,028	New	+$199K	0.14%	110
2025 Q1	–	Sell	-4,524	Closed	-$304K	–	88
2024 Q4	$299K	Sell	4,524 -76	-2%	-$5.16K	0.21%	85
2024 Q3	$303K	Buy	4,600 +16	+0.3%	+$1K	0.21%	90
2024 Q2	$278K	Sell	4,584 -124	-3%	-$7.54K	0.2%	93
2024 Q1	$294K	Hold	4,708	–	–	0.2%	95
2023 Q4	$275K	Buy	4,708 +20	+0.4%	+$1.07K	0.21%	98
2023 Q3	$244K	Sell	4,688 -36	-0.8%	-$1.97K	0.2%	95
2023 Q2	$260K	Sell	4,724 -644	-12%	-$33.8K	0.17%	129
2023 Q1	$283K	Sell	5,368 -136	-2%	-$7.24K	0.2%	115
2022 Q4	$280K	Buy	5,504 +236	+4%	+$12K	0.2%	113
2022 Q3	$248K	Sell	5,268 -24	-0.5%	-$1.25K	0.19%	105
2022 Q2	$261K	Sell	5,292 -1,160	-18%	-$62.7K	0.19%	92
2022 Q1	$384K	Sell	6,452 -452	-7%	-$26.5K	0.24%	84
2021 Q4	$440K	Buy	+6,904	New	+$433K	0.29%	82

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return