CPA
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Cathy Pareto & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Cathy Pareto & Associates’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 		$382K Buy
4,735
+695
+17% +$53.9K 0.22% 68
2026
Q1 		$290K Buy
4,040
+252
+7% +$18.7K 0.19% 79
2025
Q4 		$275K Buy
3,788
+28
+0.7% +$2.04K 0.19% 80
2025
Q3 		$276K Buy
3,760
+108
+3% +$7.76K 0.21% 78
2025
Q2 		$256K Buy
3,652
+140
+4% +$9.19K 0.21% 79
2025
Q1 		$227K Buy
3,512
+16
+0.5% +$1.07K 0.2% 75
2024
Q4 		$231K Buy
+3,496
New +$237K 0.21% 74

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

Cathy Pareto & Associates's VO Position: Q2 2026 in Review

Cathy Pareto & Associates increased its Vanguard Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $53.9K and bringing the position to 4,735 shares worth $382K. The position accounts for 0.22% of the portfolio, ranked #68.

Cathy Pareto & Associates first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cathy Pareto & Associates held 4,735 shares of Vanguard Mid-Cap ETF worth $382K as of Q2 2026.
  • Cathy Pareto & Associates bought 695 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $53.9K.
  • Vanguard Mid-Cap ETF made up 0.22% of Cathy Pareto & Associates's portfolio in Q2 2026, its #68 holding.
  • Cathy Pareto & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.