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Cyndeo Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Cyndeo Wealth 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 		$1.83M Sell
22,653
-59
-0.3% -$4.57K 0.09% 200
2026
Q1 		$1.63M Sell
22,712
-48
-0.2% -$3.57K 0.09% 189
2025
Q4 		$1.65M Buy
22,760
+600
+3% +$43.6K 0.09% 188
2025
Q3 		$1.63M Buy
22,160
+180
+0.8% +$12.9K 0.09% 183
2025
Q2 		$1.54M Sell
21,980
-21,716
-50% -$1.43M 0.09% 186
2025
Q1 		$2.83M Buy
43,696
+1,280
+3% +$85.9K 0.19% 133
2024
Q4 		$2.8M Buy
42,416
+1,128
+3% +$76.6K 0.19% 136
2024
Q3 		$2.72M Buy
41,288
+3,572
+9% +$224K 0.19% 138
2024
Q2 		$2.28M Buy
37,716
+5,280
+16% +$321K 0.18% 148
2024
Q1 		$2.03M Buy
32,436
+2,848
+10% +$168K 0.17% 152
2023
Q4 		$1.72M Sell
29,588
-2,040
-6% -$109K 0.16% 153
2023
Q3 		$1.65M Buy
31,628
+23,908
+310% +$1.31M 0.17% 138
2023
Q2 		$425K Sell
7,720
-188
-2% -$9.86K 0.04% 231
2023
Q1 		$417K Sell
7,908
-60
-0.8% -$3.19K 0.05% 233
2022
Q4 		$406K Buy
+7,968
New +$406K 0.05% 234

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

Cyndeo Wealth Partners's VO Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 0.26% in Q2 2026, selling an estimated $4.57K and leaving 22,653 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #200.

Cyndeo Wealth Partners first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q1 2025. 634 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cyndeo Wealth Partners held 22,653 shares of Vanguard Mid-Cap ETF worth $1.83M as of Q2 2026.
  • Cyndeo Wealth Partners sold 59 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $4.57K.
  • Vanguard Mid-Cap ETF made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Vanguard Mid-Cap ETF position peaked at $2.83M in Q1 2025.
  • 634 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.