EWS
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Eagle Wealth Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History

Eagle Wealth Strategies’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 		$1.59M Buy
19,716
+1,752
+10% +$136K 0.61% 22
2026
Q1 		$1.29M Buy
17,964
+4,688
+35% +$348K 0.57% 21
2025
Q4 		$963K Sell
13,276
-104
-0.8% -$7.57K 0.45% 24
2025
Q3 		$982K Sell
13,380
-2,792
-17% -$201K 0.49% 22
2025
Q2 		$1.13M Buy
16,172
+6,476
+67% +$425K 0.63% 21
2025
Q1 		$627K Buy
9,696
+44
+0.5% +$2.95K 0.38% 29
2024
Q4 		$637K Sell
9,652
-268
-3% -$18.2K 0.46% 29
2024
Q3 		$654K Sell
9,920
-256
-3% -$16.1K 0.48% 27
2024
Q2 		$616K Buy
10,176
+16
+0.2% +$972 0.5% 24
2024
Q1 		$630K Sell
10,160
-281,816
-97% -$16.7M 0.51% 25
2023
Q4 		$17M Buy
+291,976
New +$15.6M 10.24% 2

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

Eagle Wealth Strategies's VO Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Vanguard Mid-Cap ETF (VO) stake by 9.8% in Q2 2026, buying an estimated $136K and bringing the position to 19,716 shares worth $1.59M. The position accounts for 0.61% of the portfolio, ranked #22.

Eagle Wealth Strategies first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $17M in Q4 2023. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Eagle Wealth Strategies held 19,716 shares of Vanguard Mid-Cap ETF worth $1.59M as of Q2 2026.
  • Eagle Wealth Strategies bought 1,752 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Mid-Cap ETF made up 0.61% of Eagle Wealth Strategies's portfolio in Q2 2026, its #22 holding.
  • Eagle Wealth Strategies first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Eagle Wealth Strategies's Vanguard Mid-Cap ETF position peaked at $17M in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.