CFO
VO icon

Collective Family Office’s Vanguard Mid-Cap ETF VO Stock Holding History

Collective Family Office’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 		$1.07M Buy
13,268
+120
+0.9% +$9.3K 0.22% 77
2026
Q1 		$944K Buy
13,148
+144
+1% +$10.7K 0.21% 76
2025
Q4 		$944K Buy
13,004
+484
+4% +$35.2K 0.22% 78
2025
Q3 		$919K Sell
12,520
-636
-5% -$45.7K 0.22% 83
2025
Q2 		$920K Sell
13,156
-336
-2% -$22.1K 0.24% 81
2025
Q1 		$872K Sell
13,492
-56
-0.4% -$3.76K 0.24% 77
2024
Q4 		$895K Sell
13,548
-480
-3% -$32.6K 0.25% 81
2024
Q3 		$925K Sell
14,028
-440
-3% -$27.6K 0.25% 79
2024
Q2 		$876K Buy
14,468
+2,320
+19% +$141K 0.26% 83
2024
Q1 		$759K Buy
12,148
+364
+3% +$21.5K 0.25% 85
2023
Q4 		$685K Hold
11,784
– – 0.24% 83
2023
Q3 		$613K Hold
11,784
– – 0.24% 83
2023
Q2 		$649K Buy
11,784
+12
+0.1% +$629 0.25% 85
2023
Q1 		$621K Buy
11,772
+72
+0.6% +$3.83K 0.26% 85
2022
Q4 		$596K Sell
11,700
-8,812
-43% -$449K 0.27% 82
2022
Q3 		$964K Sell
20,512
-940
-4% -$49.1K 0.48% 55
2022
Q2 		$1.06M Buy
21,452
+6,856
+47% +$370K 0.46% 62
2022
Q1 		$868K Sell
14,596
-11,412
-44% -$670K 0.33% 82
2021
Q4 		$1.66M Hold
26,008
– – 0.65% 44
2021
Q3 		$1.54M Buy
26,008
+6,944
+36% +$420K 0.66% 41
2021
Q2 		$1.13M Hold
19,064
– – 0.48% 57
2021
Q1 		$1.05M Sell
19,064
-3,912
-17% -$212K 0.52% 55
2020
Q4 		$1.19M Buy
+22,976
New +$1.11M 0.66% 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
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

Collective Family Office's VO Position: Q2 2026 in Review

Collective Family Office increased its Vanguard Mid-Cap ETF (VO) stake by 0.91% in Q2 2026, buying an estimated $9.3K and bringing the position to 13,268 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #77.

Collective Family Office first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q4 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Collective Family Office held 13,268 shares of Vanguard Mid-Cap ETF worth $1.07M as of Q2 2026.
  • Collective Family Office bought 120 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Mid-Cap ETF made up 0.22% of Collective Family Office's portfolio in Q2 2026, its #77 holding.
  • Collective Family Office first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Vanguard Mid-Cap ETF position peaked at $1.66M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.