FFO
VO icon

Fortitude Family Office’s Vanguard Mid-Cap ETF VO Stock Holding History

Fortitude Family Office’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 		$16.5M Buy
205,077
+19,973
+11% +$1.55M 3.2% 7
2026
Q1 		$13.3M Buy
185,104
+18,068
+11% +$1.34M 2.97% 9
2025
Q4 		$12.1M Buy
167,036
+16,704
+11% +$1.22M 2.82% 10
2025
Q3 		$11M Buy
150,332
+22,064
+17% +$1.58M 2.97% 8
2025
Q2 		$8.97M Sell
128,268
-54,524
-30% -$3.58M 2.95% 9
2025
Q1 		$11.8M Buy
182,792
+33,068
+22% +$2.22M 4.21% 5
2024
Q4 		$9.89M Buy
149,724
+24,640
+20% +$1.67M 3.53% 5
2024
Q3 		$8.25M Buy
125,084
+8,200
+7% +$515K 3.27% 5
2024
Q2 		$7.07M Buy
116,884
+27,052
+30% +$1.64M 4.01% 4
2024
Q1 		$5.61M Buy
89,832
+23,608
+36% +$1.4M 3.77% 5
2023
Q4 		$3.85M Buy
+66,224
New +$3.54M 2.87% 5

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
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
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

Fortitude Family Office's VO Position: Q2 2026 in Review

Fortitude Family Office increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $1.55M and bringing the position to 205,077 shares worth $16.5M. The position accounts for 3.2% of the portfolio, ranked #7.

Fortitude Family Office first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fortitude Family Office held 205,077 shares of Vanguard Mid-Cap ETF worth $16.5M as of Q2 2026.
  • Fortitude Family Office bought 19,973 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.55M.
  • Vanguard Mid-Cap ETF made up 3.2% of Fortitude Family Office's portfolio in Q2 2026, its #7 holding.
  • Fortitude Family Office first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.