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

Elevation 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 		$10.5M Buy
129,724
+756
+0.6% +$58.6K 3.13% 7
2026
Q1 		$9.26M Sell
128,968
-816
-0.6% -$60.6K 3.32% 6
2025
Q4 		$9.42M Sell
129,784
-8,748
-6% -$636K 3.33% 6
2025
Q3 		$10.2M Buy
138,532
+424
+0.3% +$30.4K 3.66% 6
2025
Q2 		$9.66M Sell
138,108
-3,352
-2% -$220K 3.82% 6
2025
Q1 		$9.15M Buy
141,460
+3,180
+2% +$213K 3.95% 6
2024
Q4 		$9.13M Buy
138,280
+9,476
+7% +$643K 3.86% 5
2024
Q3 		$8.5M Buy
128,804
+3,436
+3% +$216K 3.65% 6
2024
Q2 		$7.59M Buy
125,368
+5,364
+4% +$326K 3.59% 6
2024
Q1 		$7.49M Buy
120,004
+8,396
+8% +$496K 3.74% 6
2023
Q4 		$5.81M Sell
111,608
-108
-0.1% -$5.77K 3.49% 6
2023
Q3 		$5.82M Buy
111,716
+2,544
+2% +$140K 5.02% 5
2023
Q2 		$6.04M Buy
109,172
+12,380
+13% +$649K 5.09% 5
2023
Q1 		$5.1M Buy
+96,792
New +$5.15M 4.67% 5

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Elevation Wealth Partners increased its Vanguard Mid-Cap ETF (VO) stake by 0.59% in Q2 2026, buying an estimated $58.6K and bringing the position to 129,724 shares worth $10.5M. The position accounts for 3.13% of the portfolio, ranked #7.

Elevation Wealth Partners first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 1,125 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Elevation Wealth Partners held 129,724 shares of Vanguard Mid-Cap ETF worth $10.5M as of Q2 2026.
  • Elevation Wealth Partners bought 756 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $58.6K.
  • Vanguard Mid-Cap ETF made up 3.13% of Elevation Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.