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

Centerline 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	$2.87M	Sell	35,623 -853	-2%	-$66.1K	0.9%	27
2026 Q1	$2.62M	Sell	36,476 -19,404	-35%	-$1.44M	0.94%	27
2025 Q4	$4.05M	Sell	55,880 -106,232	-66%	-$7.73M	1.47%	20
2025 Q3	$11.9M	Sell	162,112 -1,420	-0.9%	-$102K	5.18%	4
2025 Q2	$11.4M	Sell	163,532 -29,372	-15%	-$1.93M	5.61%	4
2025 Q1	$12.5M	Sell	192,904 -3,096	-2%	-$208K	7.44%	5
2024 Q4	$12.9M	Buy	+196,000	New	+$13.3M	7.56%	5

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

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Centerline Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $66.1K and leaving 35,623 shares worth $2.87M. The position accounts for 0.9% of the portfolio, ranked #27.

Centerline Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2024. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Centerline Wealth Advisors held 35,623 shares of Vanguard Mid-Cap ETF worth $2.87M as of Q2 2026.
Centerline Wealth Advisors sold 853 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $66.1K.
Vanguard Mid-Cap ETF made up 0.9% of Centerline Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Centerline Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $12.9M in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.