Client 1st Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Client 1st Advisory Group’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	$535K	Hold	6,644	–	–	0.14%	78
2026 Q1	$477K	Hold	6,644	–	–	0.14%	77
2025 Q4	$482K	Buy	6,644 +1,212	+22%	+$88.2K	0.15%	74
2025 Q3	$399K	Hold	5,432	–	–	0.13%	80
2025 Q2	$380K	Hold	5,432	–	–	0.14%	82
2025 Q1	$351K	Hold	5,432	–	–	0.14%	81
2024 Q4	$359K	Hold	5,432	–	–	0.14%	80
2024 Q3	$358K	Hold	5,432	–	–	0.14%	79
2024 Q2	$329K	Hold	5,432	–	–	0.14%	81
2024 Q1	$339K	Hold	5,432	–	–	0.15%	77
2023 Q4	$316K	Hold	5,432	–	–	0.15%	75
2023 Q3	$283K	Hold	5,432	–	–	0.15%	80
2023 Q2	$299K	Hold	5,432	–	–	0.16%	77
2023 Q1	$286K	Hold	5,432	–	–	0.16%	70
2022 Q4	$277K	Hold	5,432	–	–	0.16%	73
2022 Q3	$255K	Buy	5,432 +620	+13%	+$32.4K	0.16%	71
2022 Q2	$237K	Hold	4,812	–	–	0.14%	69
2022 Q1	$286K	Hold	4,812	–	–	0.14%	67
2021 Q4	$306K	Buy	4,812 +160	+3%	+$10K	0.15%	58
2021 Q3	$275K	Hold	4,652	–	–	0.14%	59
2021 Q2	$276K	Hold	4,652	–	–	0.14%	57
2021 Q1	$257K	Hold	4,652	–	–	0.15%	57
2020 Q4	$247K	Hold	4,652	–	–	0.16%	48
2020 Q3	$224K	Hold	4,652	–	–	0.16%	53
2020 Q2	$201K	Buy	+4,652	New	+$178K	0.17%	58
2020 Q1	–	Sell	-6,080	Closed	-$271K	–	57
2019 Q4	$271K	Buy	+6,080	New	+$261K	0.27%	43

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Client 1st Advisory Group's VO Position: Q2 2026 in Review

Client 1st Advisory Group held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 6,644 shares worth $535K. The position accounts for 0.14% of the portfolio, ranked #78.

Client 1st Advisory Group first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 620 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Client 1st Advisory Group held 6,644 shares of Vanguard Mid-Cap ETF worth $535K as of Q2 2026.
Client 1st Advisory Group left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.14% of Client 1st Advisory Group's portfolio in Q2 2026, its #78 holding.
Client 1st Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
620 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.