FMP
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Financial Management Professionals’s Vanguard Mid-Cap ETF VO Stock Holding History

Financial Management Professionals’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 		$11.3M Buy
140,360
+28
+0% +$2.17K 1.07% 19
2026
Q1 		$10.1M Buy
140,332
+5,648
+4% +$420K 1.13% 16
2025
Q4 		$9.77M Sell
134,684
-4,612
-3% -$335K 1.01% 21
2025
Q3 		$10.3M Buy
139,296
+4,308
+3% +$309K 1.07% 21
2025
Q2 		$9.48M Buy
134,988
+3,884
+3% +$255K 1.07% 20
2025
Q1 		$8.48M Buy
131,104
+7,404
+6% +$497K 1.08% 19
2024
Q4 		$8.17M Buy
123,700
+1,540
+1% +$105K 1.03% 22
2024
Q3 		$8.06M Sell
122,160
-280
-0.2% -$17.6K 1% 21
2024
Q2 		$7.41M Buy
122,440
+616
+0.5% +$37.4K 1.02% 21
2024
Q1 		$7.61M Buy
121,824
+2,492
+2% +$147K 1.12% 20
2023
Q4 		$6.94M Buy
119,332
+1,704
+1% +$91K 1.13% 22
2023
Q3 		$6.12M Buy
117,628
+1,200
+1% +$65.8K 1.08% 20
2023
Q2 		$6.41M Buy
116,428
+1,936
+2% +$101K 1.07% 22
2023
Q1 		$6.04M Buy
114,492
+2,056
+2% +$109K 1.16% 22
2022
Q4 		$5.73M Sell
112,436
-1,196
-1% -$60.9K 1.17% 23
2022
Q3 		$5.34M Buy
113,632
+316
+0.3% +$16.5K 1.22% 19
2022
Q2 		$5.58M Buy
113,316
+5,632
+5% +$304K 1.35% 19
2022
Q1 		$6.4M Buy
107,684
+1,324
+1% +$77.7K 1.39% 18
2021
Q4 		$6.77M Buy
106,360
+892
+0.8% +$55.9K 1.44% 20
2021
Q3 		$6.24M Sell
105,468
-4,652
-4% -$281K 1.44% 19
2021
Q2 		$6.53M Buy
110,120
+2,228
+2% +$129K 1.68% 15
2021
Q1 		$5.97M Sell
107,892
-306,252
-74% -$16.6M 1.6% 12
2020
Q4 		$21.4M Buy
414,144
+304,956
+279% +$14.8M 6% 6
2020
Q3 		$4.81M Buy
109,188
+1,504
+1% +$65.5K 1.72% 13
2020
Q2 		$4.41M Buy
107,684
+608
+0.6% +$23.3K 1.52% 12
2020
Q1 		$3.52M Sell
107,076
-4,532
-4% -$188K 1.49% 12
2019
Q4 		$4.97M Buy
111,608
+1,188
+1% +$51K 1.65% 11
2019
Q3 		$4.63M Buy
110,420
+3,960
+4% +$165K 1.71% 12
2019
Q2 		$4.45M Buy
106,460
+276
+0.3% +$11.3K 1.65% 13
2019
Q1 		$4.27M Buy
106,184
+3,976
+4% +$153K 1.71% 10
2018
Q4 		$3.53M Buy
102,208
+2,076
+2% +$77.9K 2.2% 7
2018
Q3 		$4.11M Sell
100,132
-4,364
-4% -$178K 1.6% 12
2018
Q2 		$4.12M Buy
104,496
+15,496
+17% +$608K 1.68% 12
2018
Q1 		$3.43M Sell
89,000
-3,824
-4% -$151K 1.78% 11
2017
Q4 		$3.59M Buy
92,824
+196
+0.2% +$7.4K 1.51% 13
2017
Q3 		$3.4M Buy
92,628
+1,828
+2% +$65.9K 1.49% 12
2017
Q2 		$3.23M Buy
90,800
+212
+0.2% +$7.49K 1.47% 17
2017
Q1 		$3.15M Buy
90,588
+9,852
+12% +$338K 1.61% 14
2016
Q4 		$2.66M Sell
80,736
-2,480
-3% -$80.3K 1.38% 16
2016
Q3 		$2.69M Sell
83,216
-1,560
-2% -$50K 1.39% 17
2016
Q2 		$2.62M Buy
84,776
+408
+0.5% +$12.5K 1.38% 16
2016
Q1 		$2.56M Buy
84,368
+1,172
+1% +$33.1K 1.32% 18
2015
Q4 		$2.5M Buy
83,196
+3,300
+4% +$101K 1.28% 21
2015
Q3 		$2.33M Buy
79,896
+4,112
+5% +$128K 1.58% 19
2015
Q2 		$2.41M Buy
75,784
+1,268
+2% +$41.1K 1.13% 21
2015
Q1 		$2.47M Buy
74,516
+172
+0.2% +$5.41K 1.16% 20
2014
Q4 		$2.3M Buy
74,344
+392
+0.5% +$11.8K 1.27% 20
2014
Q3 		$2.17M Buy
73,952
+500
+0.7% +$14.8K 1.48% 17
2014
Q2 		$2.18M Buy
73,452
+1,780
+2% +$50.8K 1.44% 18
2014
Q1 		$2.04M Buy
71,672
+2,748
+4% +$76.3K 1.4% 18
2013
Q4 		$1.9M Sell
68,924
-480
-0.7% -$12.8K 1.28% 17
2013
Q3 		$1.78M Buy
69,404
+1,260
+2% +$31.6K 1.1% 18
2013
Q2 		$1.62M Buy
+68,144
New +$1.62M 1.19% 18

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
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Financial Management Professionals's VO Position: Q2 2026 in Review

Financial Management Professionals increased its Vanguard Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $2.17K and bringing the position to 140,360 shares worth $11.3M. The position accounts for 1.07% of the portfolio, ranked #19.

Financial Management Professionals first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.4M in Q4 2020. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Management Professionals held 140,360 shares of Vanguard Mid-Cap ETF worth $11.3M as of Q2 2026.
  • Financial Management Professionals bought 28 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
  • Vanguard Mid-Cap ETF made up 1.07% of Financial Management Professionals's portfolio in Q2 2026, its #19 holding.
  • Financial Management Professionals first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Vanguard Mid-Cap ETF position peaked at $21.4M in Q4 2020.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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