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Ehrlich Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Ehrlich Financial Group’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 		– Sell
-18,776
Closed -$1.35M – 127
2026
Q1 		$1.35M Sell
18,776
-80
-0.4% -$5.94K 0.77% 37
2025
Q4 		$1.37M Buy
18,856
+13,036
+224% +$948K 0.78% 34
2025
Q3 		$427K Sell
5,820
-192
-3% -$13.8K 0.25% 73
2025
Q2 		$421K Sell
6,012
-2,260
-27% -$148K 0.27% 71
2025
Q1 		$535K Hold
8,272
– – 0.39% 55
2024
Q4 		$546K Sell
8,272
-232
-3% -$15.8K 0.39% 52
2024
Q3 		$561K Hold
8,504
– – 0.4% 51
2024
Q2 		$515K Sell
8,504
-144
-2% -$8.75K 0.41% 49
2024
Q1 		$540K Sell
8,648
-2,092
-19% -$124K 0.45% 52
2023
Q4 		$625K Buy
+10,740
New +$574K 0.63% 43

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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Ehrlich Financial Group's VO Position: Q2 2026 in Review

Ehrlich Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 18,776 shares — an estimated $1.35M sold.

Ehrlich Financial Group first reported a position in VO in Q4 2023 and held it in 10 quarters. The position peaked at $1.37M in Q4 2025. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ehrlich Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 18,776 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.35M.
  • Ehrlich Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Ehrlich Financial Group's Vanguard Mid-Cap ETF position peaked at $1.37M in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.