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Canvas Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Canvas Wealth 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 		$423K Buy
5,252
+4
+0.1% +$310 0.06% 157
2026
Q1 		$377K Sell
5,248
-348
-6% -$25.9K 0.06% 152
2025
Q4 		$406K Sell
5,596
-80
-1% -$5.82K 0.07% 129
2025
Q3 		$419K Sell
5,676
-1,536
-21% -$110K 0.08% 124
2025
Q2 		$520K Buy
7,212
+1,128
+19% +$74K 0.1% 107
2025
Q1 		$375K Buy
6,084
+436
+8% +$29.3K 0.1% 118
2024
Q4 		$373K Buy
5,648
+128
+2% +$8.69K 0.09% 116
2024
Q3 		$364K Sell
5,520
-1,184
-18% -$74.3K 0.1% 110
2024
Q2 		$419K Buy
+6,704
New +$407K 0.13% 93
2023
Q4 		– Sell
-4,732
Closed -$238K – 136
2023
Q3 		$238K Sell
4,732
-48
-1% -$2.63K 0.1% 109
2023
Q2 		$272K Sell
4,780
-13,844
-74% -$726K 0.1% 113
2023
Q1 		$966K Buy
18,624
+11,236
+152% +$598K 0.41% 43
2022
Q4 		$391K Buy
+7,388
New +$376K 0.16% 94

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

Canvas Wealth Advisors's VO Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, buying an estimated $310 and bringing the position to 5,252 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #157.

Canvas Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 13 quarters since. The position peaked at $966K in Q1 2023. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Canvas Wealth Advisors held 5,252 shares of Vanguard Mid-Cap ETF worth $423K as of Q2 2026.
  • Canvas Wealth Advisors bought 4 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $310.
  • Vanguard Mid-Cap ETF made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Canvas Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • Canvas Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $966K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.