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

Envision Financial’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 		$9.88M Buy
122,683
+8,051
+7% +$624K 4.55% 8
2026
Q1 		$8.23M Buy
114,632
+1,076
+0.9% +$79.9K 4.43% 8
2025
Q4 		$8.24M Buy
113,556
+7,920
+7% +$576K 4.35% 8
2025
Q3 		$7.76M Buy
105,636
+8,048
+8% +$578K 4.45% 8
2025
Q2 		$6.83M Buy
97,588
+8,908
+10% +$585K 4.55% 7
2025
Q1 		$5.73M Sell
88,680
-5,600
-6% -$376K 4.32% 7
2024
Q4 		$6.23M Buy
+94,280
New +$6.4M 4.99% 6

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

Envision Financial's VO Position: Q2 2026 in Review

Envision Financial increased its Vanguard Mid-Cap ETF (VO) stake by 7% in Q2 2026, buying an estimated $624K and bringing the position to 122,683 shares worth $9.88M. The position accounts for 4.55% of the portfolio, ranked #8.

Envision Financial first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Envision Financial held 122,683 shares of Vanguard Mid-Cap ETF worth $9.88M as of Q2 2026.
  • Envision Financial bought 8,051 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $624K.
  • Vanguard Mid-Cap ETF made up 4.55% of Envision Financial's portfolio in Q2 2026, its #8 holding.
  • Envision Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.