Connecticut Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.4M | Sell |
771,856
-76,920
| -9% | -$5.72M | 2.32% | 9 |
|
|
2025
Q4 | $61.6M | Sell |
848,776
-24,220
| -3% | -$1.76M | 2.68% | 8 |
|
|
2025
Q3 | $64.1M | Sell |
872,996
-42,644
| -5% | -$3.06M | 2.84% | 8 |
|
|
2025
Q2 | $64.1M | Buy |
915,640
+100,444
| +12% | +$6.59M | 3.05% | 7 |
|
|
2025
Q1 | $52.7M | Buy |
+815,196
| New | +$54.7M | 2.76% | 8 |
|
|
2024
Q4 | – | Sell |
-809,024
| Closed | -$53.4M | – | 319 |
|
|
2024
Q3 | $53.4M | Sell |
809,024
-372
| -0% | -$23.4K | 2.58% | 8 |
|
|
2024
Q2 | $49M | Sell |
809,396
-3,732
| -0.5% | -$227K | 2.53% | 8 |
|
|
2024
Q1 | $50.8M | Sell |
813,128
-9,052
| -1% | -$535K | 2.7% | 8 |
|
|
2023
Q4 | $47.8M | Buy |
822,180
+58,260
| +8% | +$3.11M | 2.75% | 8 |
|
|
2023
Q3 | $39.8M | Sell |
763,920
-19,812
| -3% | -$1.09M | 2.72% | 8 |
|
|
2023
Q2 | $43.1M | Buy |
783,732
+40,444
| +5% | +$2.12M | 3% | 8 |
|
|
2023
Q1 | $39.2M | Buy |
743,288
+74,088
| +11% | +$3.94M | 2.96% | 8 |
|
|
2022
Q4 | $34.1M | Sell |
669,200
-4,724
| -0.7% | -$241K | 2.89% | 10 |
|
|
2022
Q3 | $31.7M | Buy |
673,924
+32,260
| +5% | +$1.69M | 2.95% | 10 |
|
|
2022
Q2 | $31.6M | Buy |
641,664
+11,152
| +2% | +$603K | 2.76% | 11 |
|
|
2022
Q1 | $37.5M | Sell |
630,512
-13,636
| -2% | -$800K | 2.87% | 12 |
|
|
2021
Q4 | $41M | Buy |
644,148
+9,512
| +1% | +$596K | 3.18% | 12 |
|
|
2021
Q3 | $37.6M | Sell |
634,636
-4,456
| -0.7% | -$269K | 3.28% | 11 |
|
|
2021
Q2 | $37.9M | Buy |
+639,092
| New | +$37M | 3.34% | 11 |
|
|
2021
Q1 | – | Sell |
-653,868
| Closed | -$33.8M | – | 212 |
|
|
2020
Q4 | $33.8M | Buy |
653,868
+216
| +0% | +$10.5K | 3.59% | 9 |
|
|
2020
Q3 | $28.8M | Sell |
653,652
-3,452
| -0.5% | -$150K | 3.18% | 10 |
|
|
2020
Q2 | $26.9M | Buy |
657,104
+11,008
| +2% | +$422K | 3.34% | 13 |
|
|
2020
Q1 | $21.3M | Buy |
646,096
+562,168
| +670% | +$23.3M | 3.18% | 11 |
|
|
2019
Q4 | $3.74M | Sell |
83,928
-1,228
| -1% | -$52.7K | 0.41% | 43 |
|
|
2019
Q3 | $3.57M | Sell |
85,156
-96
| -0.1% | -$4.01K | 0.44% | 42 |
|
|
2019
Q2 | $3.56M | Buy |
85,252
+2,600
| +3% | +$106K | 0.44% | 42 |
|
|
2019
Q1 | $3.32M | Sell |
82,652
-8,120
| -9% | -$312K | 1.14% | 10 |
|
|
2018
Q4 | $3.14M | Sell |
90,772
-2,180
| -2% | -$81.8K | 1.36% | 10 |
|
|
2018
Q3 | $3.81M | Sell |
92,952
-320
| -0.3% | -$13.1K | 1.68% | 6 |
|
|
2018
Q2 | $3.68M | Buy |
93,272
+8
| +0% | +$314 | 1.76% | 6 |
|
|
2018
Q1 | $3.51M | Buy |
93,264
+4
| +0% | +$157 | 1.99% | 5 |
|
|
2017
Q4 | $3.7M | Sell |
93,260
-328
| -0.4% | -$12.4K | 1.98% | 7 |
|
|
2017
Q3 | $3.46M | Sell |
93,588
-792
| -0.8% | -$28.6K | 2.04% | 5 |
|
|
2017
Q2 | $3.37M | Sell |
94,380
-596
| -0.6% | -$21.1K | 2.05% | 5 |
|
|
2017
Q1 | $3.27M | Sell |
94,976
-104
| -0.1% | -$3.57K | 1.99% | 7 |
|
|
2016
Q4 | $3.19M | Buy |
95,080
+3,048
| +3% | +$98.7K | 2.03% | 8 |
|
|
2016
Q3 | $2.94M | Buy |
+92,032
| New | +$2.95M | 2.12% | 7 |
|
Other funds holding VO
Connecticut Wealth Management's VO Position: Q1 2026 in Review
Connecticut Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 9.1% in Q1 2026, selling an estimated $5.72M and leaving 771,856 shares worth $55.4M. The position accounts for 2.32% of the portfolio, ranked #9.
Connecticut Wealth Management first reported a position in VO in Q3 2016 and has held it in 37 quarters since. The position peaked at $64.1M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Connecticut Wealth Management held 771,856 shares of Vanguard Mid-Cap ETF worth $55.4M as of Q1 2026.
- Connecticut Wealth Management sold 76,920 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.72M.
- Vanguard Mid-Cap ETF made up 2.32% of Connecticut Wealth Management's portfolio in Q1 2026, its #9 holding.
- Connecticut Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and has held it in 37 quarters since.
- Connecticut Wealth Management's Vanguard Mid-Cap ETF position peaked at $64.1M in Q3 2025.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.