FAG
VO icon

Fortitude Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Fortitude Advisory Group’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 		$1.17M Sell
14,527
-657
-4% -$50.9K 0.45% 49
2026
Q1 		$1.09M Sell
15,184
-196
-1% -$14.6K 0.49% 41
2025
Q4 		$1.12M Sell
15,380
-436
-3% -$31.7K 0.47% 35
2025
Q3 		$1.16M Buy
15,816
+472
+3% +$33.9K 0.62% 29
2025
Q2 		$1.07M Sell
15,344
-592
-4% -$38.9K 0.61% 29
2025
Q1 		$971K Sell
15,936
-1,388
-8% -$93.1K 0.7% 24
2024
Q4 		$1.14M Buy
17,324
+1,564
+10% +$106K 0.69% 26
2024
Q3 		$1.04M Buy
15,760
+796
+5% +$50K 0.66% 26
2024
Q2 		$906K Buy
14,964
+728
+5% +$44.2K 0.54% 28
2024
Q1 		$889K Buy
14,236
+1,880
+15% +$111K 0.5% 34
2023
Q4 		$719K Sell
12,356
-756
-6% -$40.4K 0.44% 43
2023
Q3 		$683K Sell
13,112
-240
-2% -$13.2K 0.46% 44
2023
Q2 		$735K Sell
13,352
-956
-7% -$50.1K 0.54% 42
2023
Q1 		$754K Buy
14,308
+1,440
+11% +$76.6K 0.58% 39
2022
Q4 		$656K Buy
12,868
+464
+4% +$23.6K 0.56% 44
2022
Q3 		$583K Buy
12,404
+720
+6% +$37.6K 0.55% 45
2022
Q2 		$575K Buy
11,684
+64
+0.6% +$3.46K 0.53% 47
2022
Q1 		$691K Buy
11,620
+472
+4% +$27.7K 0.37% 42
2021
Q4 		$710K Buy
+11,148
New +$699K 0.36% 43

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

Fortitude Advisory Group's VO Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, selling an estimated $50.9K and leaving 14,527 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #49.

Fortitude Advisory Group first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 1,122 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fortitude Advisory Group held 14,527 shares of Vanguard Mid-Cap ETF worth $1.17M as of Q2 2026.
  • Fortitude Advisory Group sold 657 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $50.9K.
  • Vanguard Mid-Cap ETF made up 0.45% of Fortitude Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.