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Eclectic Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Eclectic Associates’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 		$3.21M Sell
39,844
-108
-0.3% -$8.37K 0.37% 46
2026
Q1 		$2.87M Sell
39,952
-672
-2% -$49.9K 0.38% 47
2025
Q4 		$2.95M Buy
40,624
+812
+2% +$59.1K 0.46% 42
2025
Q3 		$2.92M Buy
39,812
+996
+3% +$71.5K 0.54% 40
2025
Q2 		$2.72M Sell
38,816
-136
-0.3% -$8.93K 0.59% 43
2025
Q1 		$2.52M Buy
38,952
+380
+1% +$25.5K 0.67% 37
2024
Q4 		$2.55M Buy
38,572
+3,104
+9% +$211K 0.75% 33
2024
Q3 		$2.34M Sell
35,468
-2,020
-5% -$127K 0.92% 23
2024
Q2 		$2.27M Buy
37,488
+3,900
+12% +$237K 1.01% 23
2024
Q1 		$2.1M Sell
33,588
-10,040
-23% -$593K 0.96% 21
2023
Q4 		$2.54M Buy
43,628
+996
+2% +$53.2K 1.22% 17
2023
Q3 		$2.22M Buy
42,632
+1,396
+3% +$76.6K 1.13% 19
2023
Q2 		$2.27M Sell
41,236
-1,792
-4% -$93.9K 1.12% 19
2023
Q1 		$2.27M Buy
43,028
+1,196
+3% +$63.6K 1.16% 19
2022
Q4 		$2.13M Buy
41,832
+508
+1% +$25.9K 1.04% 25
2022
Q3 		$1.94M Buy
41,324
+852
+2% +$44.5K 1.27% 17
2022
Q2 		$1.99M Buy
40,472
+2,072
+5% +$112K 1.34% 15
2022
Q1 		$2.28M Buy
38,400
+2,628
+7% +$154K 1.46% 14
2021
Q4 		$2.28M Buy
35,772
+1,688
+5% +$106K 1.46% 12
2021
Q3 		$2.02M Buy
34,084
+1,972
+6% +$119K 1.47% 10
2021
Q2 		$1.91M Buy
32,112
+2,312
+8% +$134K 1.43% 12
2021
Q1 		$1.65M Buy
29,800
+1,784
+6% +$96.8K 1.37% 15
2020
Q4 		$1.45M Buy
+28,016
New +$1.36M 1.37% 14

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

Eclectic Associates's VO Position: Q2 2026 in Review

Eclectic Associates reduced its Vanguard Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, selling an estimated $8.37K and leaving 39,844 shares worth $3.21M. The position accounts for 0.37% of the portfolio, ranked #46.

Eclectic Associates first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Eclectic Associates held 39,844 shares of Vanguard Mid-Cap ETF worth $3.21M as of Q2 2026.
  • Eclectic Associates sold 108 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $8.37K.
  • Vanguard Mid-Cap ETF made up 0.37% of Eclectic Associates's portfolio in Q2 2026, its #46 holding.
  • Eclectic Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.