EW
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Enzi Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Enzi Wealth’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 		$286K Sell
3,537
-15
-0.4% -$1.16K 0.09% 58
2026
Q1 		$255K Buy
3,552
+4
+0.1% +$297 0.09% 58
2025
Q4 		$266K Buy
3,548
+36
+1% +$2.62K 0.09% 61
2025
Q3 		$253K Sell
3,512
-544
-13% -$39.1K 0.09% 59
2025
Q2 		$286K Buy
4,056
+16
+0.4% +$1.05K 0.1% 54
2025
Q1 		$256K Sell
4,040
-560
-12% -$37.6K 0.1% 54
2024
Q4 		$318K Sell
4,600
-4
-0.1% -$272 0.12% 51
2024
Q3 		$309K Buy
4,604
+84
+2% +$5.27K 0.12% 50
2024
Q2 		$273K Buy
4,520
+220
+5% +$13.4K 0.12% 54
2024
Q1 		$255K Buy
4,300
+728
+20% +$43K 0.12% 49
2023
Q4 		$206K Sell
3,572
-6,832
-66% -$365K 0.1% 57
2023
Q3 		$537K Sell
10,404
-8,940
-46% -$490K 0.29% 27
2023
Q2 		$1.1M Sell
19,344
-5,792
-23% -$304K 0.56% 19
2023
Q1 		$1.33M Sell
25,136
-27,732
-52% -$1.48M 0.68% 19
2022
Q4 		$2.85M Buy
52,868
+2,504
+5% +$128K 1.36% 13
2022
Q3 		$2.68M Buy
+50,364
New +$2.63M 1.31% 15

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Enzi Wealth's VO Position: Q2 2026 in Review

Enzi Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.42% in Q2 2026, selling an estimated $1.16K and leaving 3,537 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #58.

Enzi Wealth first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.85M in Q4 2022. 620 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Enzi Wealth held 3,537 shares of Vanguard Mid-Cap ETF worth $286K as of Q2 2026.
  • Enzi Wealth sold 15 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Mid-Cap ETF made up 0.09% of Enzi Wealth's portfolio in Q2 2026, its #58 holding.
  • Enzi Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's Vanguard Mid-Cap ETF position peaked at $2.85M in Q4 2022.
  • 620 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.