CHJWM
VO icon

Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$386K Sell
4,800
-13,968
-74% -$1.08M 0.12% 102
2026
Q1 		$359K Buy
18,768
+14,076
+300% +$1.05M 0.12% 104
2025
Q4 		$340K Hold
4,692
– – 0.11% 106
2025
Q3 		$347K Hold
4,692
– – 0.12% 107
2025
Q2 		$336K Sell
4,692
-144
-3% -$9.45K 0.12% 106
2025
Q1 		$295K Buy
4,836
+144
+3% +$9.66K 0.12% 111
2024
Q4 		$325K Hold
4,692
– – 0.12% 110
2024
Q3 		$308K Hold
4,692
– – 0.12% 115
2024
Q2 		$293K Buy
4,692
+20
+0.4% +$1.22K 0.11% 114
2024
Q1 		$280K Buy
4,672
+40
+0.9% +$2.36K 0.12% 110
2023
Q4 		$265K Sell
4,632
-400
-8% -$21.4K 0.11% 115
2023
Q3 		$249K Buy
5,032
+620
+14% +$34K 0.12% 111
2023
Q2 		$245K Buy
+4,412
New +$231K 0.11% 118

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VO Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 74% in Q2 2026, selling an estimated $1.08M and leaving 4,800 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #102.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 1,092 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 4,800 shares of Vanguard Mid-Cap ETF worth $386K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 13,968 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard Mid-Cap ETF made up 0.12% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.