Columbia Advisory Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Columbia Advisory Partners’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	$330K	Sell	4,099 -965	-19%	-$74.8K	0.18%	71
2026 Q1	$364K	Sell	5,064 -92	-2%	-$6.83K	0.23%	58
2025 Q4	$374K	Buy	5,156 +796	+18%	+$57.9K	0.25%	57
2025 Q3	$320K	Buy	+4,360	New	+$313K	0.22%	61
2025 Q2	–	Sell	-3,172	Closed	-$205K	–	82
2025 Q1	$205K	Sell	3,172 -4,472	-59%	-$300K	0.18%	67
2024 Q4	$505K	Buy	+7,644	New	+$519K	0.47%	33
2024 Q3	–	Sell	-5,880	Closed	-$356K	–	64
2024 Q2	$356K	Sell	5,880 -5,272	-47%	-$320K	0.35%	35
2024 Q1	$697K	Buy	11,152 +6,632	+147%	+$392K	0.71%	22
2023 Q4	$263K	Buy	4,520 +668	+17%	+$35.7K	0.27%	51
2023 Q3	$201K	Sell	3,852 -148	-4%	-$8.12K	0.22%	63
2023 Q2	$220K	Buy	4,000 +28	+0.7%	+$1.47K	0.24%	51
2023 Q1	$209K	Sell	3,972 -1,096	-22%	-$58.3K	0.2%	54
2022 Q4	$258K	Buy	+5,068	New	+$258K	0.25%	50
2022 Q1	–	Sell	-4,988	Closed	-$318K	–	70
2021 Q4	$318K	Buy	+4,988	New	+$313K	0.32%	26

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Columbia Advisory Partners's VO Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 19% in Q2 2026, selling an estimated $74.8K and leaving 4,099 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #71.

Columbia Advisory Partners first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $697K in Q1 2024. 1,114 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Columbia Advisory Partners held 4,099 shares of Vanguard Mid-Cap ETF worth $330K as of Q2 2026.
Columbia Advisory Partners sold 965 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $74.8K.
Vanguard Mid-Cap ETF made up 0.18% of Columbia Advisory Partners's portfolio in Q2 2026, its #71 holding.
Columbia Advisory Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Columbia Advisory Partners's Vanguard Mid-Cap ETF position peaked at $697K in Q1 2024.
1,114 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.