CWM
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Chemistry Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Chemistry 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 		$884K Sell
10,974
-1,590
-13% -$123K 0.14% 99
2026
Q1 		$902K Sell
12,564
-1,436
-10% -$107K 0.16% 85
2025
Q4 		$1.02M Sell
14,000
-204
-1% -$14.8K 0.19% 79
2025
Q3 		$1.04M Buy
14,204
+1,272
+10% +$91.3K 0.2% 77
2025
Q2 		$905K Sell
12,932
-364
-3% -$23.9K 0.19% 78
2025
Q1 		$860K Sell
13,296
-240
-2% -$16.1K 0.2% 74
2024
Q4 		$894K Sell
13,536
-640
-5% -$43.4K 0.21% 71
2024
Q3 		$935K Sell
14,176
-368
-3% -$23.1K 0.22% 72
2024
Q2 		$880K Buy
14,544
+324
+2% +$19.7K 0.23% 71
2024
Q1 		$888K Sell
14,220
-432
-3% -$25.5K 0.24% 72
2023
Q4 		$852K Buy
14,652
+8
+0.1% +$427 0.26% 67
2023
Q3 		$762K Buy
14,644
+8
+0.1% +$439 0.25% 64
2023
Q2 		$806K Buy
14,636
+4,544
+45% +$238K 0.26% 63
2023
Q1 		$532K Buy
10,092
+8
+0.1% +$426 0.19% 84
2022
Q4 		$514K Buy
10,084
+8
+0.1% +$407 0.2% 78
2022
Q3 		$474K Buy
10,076
+8
+0.1% +$418 0.19% 84
2022
Q2 		$496K Buy
10,068
+1,656
+20% +$89.5K 0.19% 85
2022
Q1 		$500K Sell
8,412
-18,396
-69% -$1.08M 0.17% 85
2021
Q4 		$1.71M Buy
+26,808
New +$1.68M 1.43% 22

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
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

Chemistry Wealth Management's VO Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $123K and leaving 10,974 shares worth $884K. The position accounts for 0.14% of the portfolio, ranked #99.

Chemistry Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q4 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Chemistry Wealth Management held 10,974 shares of Vanguard Mid-Cap ETF worth $884K as of Q2 2026.
  • Chemistry Wealth Management sold 1,590 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $123K.
  • Vanguard Mid-Cap ETF made up 0.14% of Chemistry Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Chemistry Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.71M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.