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Dynamic Advisor Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Dynamic Advisor Solutions’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 		$7.64M Buy
94,865
+2,205
+2% +$171K 0.22% 107
2026
Q1 		$6.65M Buy
92,660
+6,172
+7% +$459K 0.21% 108
2025
Q4 		$6.28M Buy
86,488
+3,324
+4% +$242K 0.2% 112
2025
Q3 		$6.11M Buy
83,164
+268
+0.3% +$19.2K 0.18% 132
2025
Q2 		$5.8M Buy
82,896
+2,264
+3% +$149K 0.18% 139
2025
Q1 		$5.21M Buy
+80,632
New +$5.41M 0.17% 144
2024
Q4 		– Sell
-198,476
Closed -$13.1M – 893
2024
Q3 		$13.1M Sell
198,476
-4,524
-2% -$284K 0.39% 60
2024
Q2 		$12.3M Buy
203,000
+22,116
+12% +$1.34M 0.39% 61
2024
Q1 		$11.3M Sell
180,884
-1,484
-0.8% -$87.7K 0.38% 61
2023
Q4 		$10.4M Buy
182,368
+31,572
+21% +$1.69M 0.39% 59
2023
Q3 		$7.85M Buy
150,796
+63,536
+73% +$3.48M 0.37% 67
2023
Q2 		$4.8M Sell
87,260
-58,152
-40% -$3.05M 0.25% 119
2023
Q1 		$7.67M Sell
145,412
-22,140
-13% -$1.18M 0.45% 46
2022
Q4 		$8.54M Sell
167,552
-11,232
-6% -$572K 0.58% 37
2022
Q3 		$8.4M Buy
178,784
+6,520
+4% +$341K 0.64% 29
2022
Q2 		$8.48M Buy
172,264
+33,320
+24% +$1.8M 0.65% 26
2022
Q1 		$8.26M Buy
138,944
+25,308
+22% +$1.48M 0.58% 33
2021
Q4 		$7.24M Buy
113,636
+8,624
+8% +$541K 0.52% 37
2021
Q3 		$6.22M Buy
105,012
+10,796
+11% +$652K 0.47% 43
2021
Q2 		$5.59M Buy
94,216
+13,580
+17% +$787K 0.44% 49
2021
Q1 		$4.46M Sell
80,636
-12,000
-13% -$651K 0.41% 56
2020
Q4 		$4.79M Buy
92,636
+16,508
+22% +$799K 0.45% 56
2020
Q3 		$3.35M Buy
76,128
+5,716
+8% +$249K 0.38% 71
2020
Q2 		$2.88M Buy
70,412
+10,284
+17% +$394K 0.39% 66
2020
Q1 		$1.98M Buy
60,128
+11,064
+23% +$458K 0.36% 72
2019
Q4 		$2.19M Buy
49,064
+13,800
+39% +$593K 0.3% 89
2019
Q3 		$1.48M Sell
35,264
-692
-2% -$28.9K 0.23% 114
2019
Q2 		$1.5M Buy
35,956
+4,344
+14% +$178K 0.24% 109
2019
Q1 		$1.27M Buy
31,612
+112
+0.4% +$4.31K 0.24% 108
2018
Q4 		$1.18M Sell
31,500
-5,868
-16% -$220K 0.25% 107
2018
Q3 		$1.53M Buy
37,368
+1,004
+3% +$41K 0.32% 99
2018
Q2 		$1.43M Buy
36,364
+1,716
+5% +$67.4K 0.32% 92
2018
Q1 		$1.34M Buy
34,648
+880
+3% +$34.6K 0.34% 90
2017
Q4 		$1.31M Sell
33,768
-2,556
-7% -$96.5K 0.43% 81
2017
Q3 		$1.33M Buy
36,324
+1,716
+5% +$61.9K 0.53% 65
2017
Q2 		$1.23M Buy
34,608
+804
+2% +$28.4K 0.48% 71
2017
Q1 		$1.18M Sell
33,804
-3,284
-9% -$113K 0.46% 68
2016
Q4 		$1.22M Buy
37,088
+15,560
+72% +$504K 0.49% 66
2016
Q3 		$697K Buy
21,528
+600
+3% +$19.3K 0.26% 118
2016
Q2 		$647K Sell
20,928
-808
-4% -$24.7K 0.26% 105
2016
Q1 		$659K Sell
21,736
-964
-4% -$27.3K 0.28% 92
2015
Q4 		$682K Buy
22,700
+296
+1% +$9.03K 0.28% 96
2015
Q3 		$653K Buy
+22,404
New +$698K 0.33% 80
2015
Q2 		– Sell
-22,640
Closed -$751K – 198
2015
Q1 		$751K Buy
22,640
+536
+2% +$16.9K 0.38% 79
2014
Q4 		$683K Sell
22,104
-164
-0.7% -$4.94K 0.37% 81
2014
Q3 		$653K Buy
22,268
+1,556
+8% +$46.2K 0.36% 79
2014
Q2 		$614K Buy
20,712
+444
+2% +$12.7K 0.37% 81
2014
Q1 		$576K Buy
20,268
+2,952
+17% +$81.9K 0.39% 83
2013
Q4 		$477K Buy
+17,316
New +$461K 0.35% 103

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Dynamic Advisor Solutions's VO Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $171K and bringing the position to 94,865 shares worth $7.64M. The position accounts for 0.22% of the portfolio, ranked #107.

Dynamic Advisor Solutions first reported a position in VO in Q4 2013 and has held it in 49 quarters since. The position peaked at $13.1M in Q3 2024. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Dynamic Advisor Solutions held 94,865 shares of Vanguard Mid-Cap ETF worth $7.64M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,205 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Mid-Cap ETF made up 0.22% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #107 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Vanguard Mid-Cap ETF position peaked at $13.1M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.