ETF Portfolio Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

ETF Portfolio 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	$628K	Buy	7,800 +256	+3%	+$19.8K	0.15%	38
2026 Q1	$542K	Sell	7,544 -688	-8%	-$51.1K	0.14%	39
2025 Q4	$597K	Hold	8,232	–	–	0.15%	38
2025 Q3	$605K	Buy	8,232 +688	+9%	+$49.4K	0.16%	37
2025 Q2	$528K	Hold	7,544	–	–	0.15%	39
2025 Q1	$488K	Hold	7,544	–	–	0.15%	39
2024 Q4	$498K	Buy	7,544 +816	+12%	+$55.4K	0.15%	32
2024 Q3	$444K	Sell	6,728 -280	-4%	-$17.6K	0.13%	35
2024 Q2	$424K	Hold	7,008	–	–	0.13%	34
2024 Q1	$438K	Buy	7,008 +112	+2%	+$6.62K	0.14%	36
2023 Q4	$401K	Buy	6,896 +108	+2%	+$5.77K	0.13%	35
2023 Q3	$353K	Buy	6,788 +132	+2%	+$7.24K	0.13%	36
2023 Q2	$366K	Buy	6,656 +1,296	+24%	+$67.9K	0.13%	35
2023 Q1	$283K	Hold	5,360	–	–	0.11%	42
2022 Q4	$273K	Hold	5,360	–	–	0.11%	43
2022 Q3	$252K	Buy	+5,360	New	+$280K	0.11%	45
2022 Q2	–	Sell	-3,912	Closed	-$233K	–	56
2022 Q1	$233K	Buy	+3,912	New	+$230K	0.09%	49
2021 Q4	–	Sell	-3,912	Closed	-$232K	–	48
2021 Q3	$232K	Hold	3,912	–	–	0.09%	47
2021 Q2	$232K	Hold	3,912	–	–	0.09%	49
2021 Q1	$216K	Hold	3,912	–	–	0.1%	47
2020 Q4	$202K	Buy	+3,912	New	+$189K	0.09%	48

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return