Forvis Mazars Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Sell |
172,436
-5,324
| -3% | -$396K | 0.24% | 50 |
|
|
2025
Q4 | $12.9M | Sell |
177,760
-8,164
| -4% | -$594K | 0.24% | 47 |
|
|
2025
Q3 | $13.7M | Sell |
185,924
-884
| -0.5% | -$63.5K | 0.27% | 47 |
|
|
2025
Q2 | $13.1M | Buy |
186,808
+2,892
| +2% | +$190K | 0.28% | 47 |
|
|
2025
Q1 | $11.9M | Buy |
183,916
+47,672
| +35% | +$3.2M | 0.29% | 48 |
|
|
2024
Q4 | $9M | Sell |
136,244
-21,720
| -14% | -$1.47M | 0.21% | 59 |
|
|
2024
Q3 | $10.4M | Sell |
157,964
-25,192
| -14% | -$1.58M | 0.24% | 55 |
|
|
2024
Q2 | $11.1M | Sell |
183,156
-19,468
| -10% | -$1.18M | 0.28% | 50 |
|
|
2024
Q1 | $12.7M | Buy |
202,624
+32,644
| +19% | +$1.93M | 0.32% | 48 |
|
|
2023
Q4 | $9.89M | Sell |
169,980
-12,644
| -7% | -$676K | 0.28% | 54 |
|
|
2023
Q3 | $9.51M | Sell |
182,624
-46,756
| -20% | -$2.56M | 0.29% | 59 |
|
|
2023
Q2 | $12.6M | Sell |
229,380
-26,252
| -10% | -$1.38M | 0.37% | 46 |
|
|
2023
Q1 | $13.5M | Buy |
255,632
+60,180
| +31% | +$3.2M | 0.44% | 40 |
|
|
2022
Q4 | $9.96M | Sell |
195,452
-5,248
| -3% | -$267K | 0.35% | 53 |
|
|
2022
Q3 | $9.43M | Sell |
200,700
-19,476
| -9% | -$1.02M | 0.38% | 44 |
|
|
2022
Q2 | $10.8M | Sell |
220,176
-321,980
| -59% | -$17.4M | 0.44% | 38 |
|
|
2022
Q1 | $32.2M | Buy |
542,156
+28,220
| +5% | +$1.66M | 1.37% | 8 |
|
|
2021
Q4 | $32.7M | Buy |
513,936
+16,724
| +3% | +$1.05M | 1.38% | 9 |
|
|
2021
Q3 | $29.4M | Buy |
497,212
+29,656
| +6% | +$1.79M | 1.35% | 9 |
|
|
2021
Q2 | $27.7M | Buy |
467,556
+1,760
| +0.4% | +$102K | 1.29% | 11 |
|
|
2021
Q1 | $25.8M | Buy |
465,796
+26,260
| +6% | +$1.43M | 1.28% | 11 |
|
|
2020
Q4 | $22.7M | Buy |
439,536
+51,728
| +13% | +$2.5M | 1.14% | 15 |
|
|
2020
Q3 | $17.1M | Buy |
387,808
+149,932
| +63% | +$6.53M | 1% | 16 |
|
|
2020
Q2 | $9.75M | Buy |
237,876
+218,868
| +1,151% | +$8.38M | 0.63% | 22 |
|
|
2020
Q1 | $626K | Sell |
19,008
-468
| -2% | -$19.4K | 0.05% | 148 |
|
|
2019
Q4 | $868K | Hold |
19,476
| – | – | 0.06% | 127 |
|
|
2019
Q3 | $816K | Buy |
19,476
+5,348
| +38% | +$223K | 0.07% | 119 |
|
|
2019
Q2 | $590K | Sell |
14,128
-4,780
| -25% | -$196K | 0.05% | 147 |
|
|
2019
Q1 | $760K | Buy |
18,908
+460
| +2% | +$17.7K | 0.06% | 123 |
|
|
2018
Q4 | $637K | Sell |
18,448
-15,036
| -45% | -$564K | 0.07% | 115 |
|
|
2018
Q3 | $1.37M | Buy |
33,484
+92
| +0.3% | +$3.75K | 0.12% | 90 |
|
|
2018
Q2 | $1.32M | Sell |
33,392
-3,636
| -10% | -$143K | 0.13% | 91 |
|
|
2018
Q1 | $1.43M | Buy |
+37,028
| New | +$1.46M | 0.14% | 82 |
|
Other funds holding VO
Forvis Mazars Wealth Advisors's VO Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3% in Q1 2026, selling an estimated $396K and leaving 172,436 shares worth $12.4M. The position accounts for 0.24% of the portfolio, ranked #50.
Forvis Mazars Wealth Advisors first reported a position in VO in Q1 2018 and has held it in 33 quarters since. The position peaked at $32.7M in Q4 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Forvis Mazars Wealth Advisors held 172,436 shares of Vanguard Mid-Cap ETF worth $12.4M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 5,324 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $396K.
- Vanguard Mid-Cap ETF made up 0.24% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #50 holding.
- Forvis Mazars Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- Forvis Mazars Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $32.7M in Q4 2021.
- 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.