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Fragasso Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Fragasso Financial Advisors’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 		$333K Sell
4,130
-38
-0.9% -$2.95K 0.02% 263
2026
Q1 		$304K Sell
4,168
-140
-3% -$10.4K 0.02% 258
2025
Q4 		$313K Sell
4,308
-44
-1% -$3.2K 0.02% 239
2025
Q3 		$321K Sell
4,352
-1,564
-26% -$112K 0.02% 232
2025
Q2 		$414K Sell
5,916
-276
-4% -$18.1K 0.03% 201
2025
Q1 		$400K Sell
6,192
-6,280
-50% -$421K 0.03% 192
2024
Q4 		$823K Sell
12,472
-736
-6% -$50K 0.06% 133
2024
Q3 		$871K Buy
13,208
+808
+7% +$50.7K 0.07% 129
2024
Q2 		$750K Sell
12,400
-5,116
-29% -$311K 0.06% 136
2024
Q1 		$1.09M Buy
17,516
+484
+3% +$28.6K 0.09% 108
2023
Q4 		$991K Buy
17,032
+720
+4% +$38.5K 0.09% 117
2023
Q3 		$849K Buy
16,312
+20
+0.1% +$1.1K 0.09% 111
2023
Q2 		$897K Sell
16,292
-260
-2% -$13.6K 0.1% 115
2023
Q1 		$873K Sell
16,552
-104
-0.6% -$5.53K 0.1% 104
2022
Q4 		$849K Sell
16,656
-3,300
-17% -$168K 0.1% 103
2022
Q3 		$938K Sell
19,956
-576
-3% -$30.1K 0.13% 81
2022
Q2 		$1.01M Sell
20,532
-9,700
-32% -$524K 0.14% 83
2022
Q1 		$1.8M Sell
30,232
-1,632
-5% -$95.7K 0.21% 54
2021
Q4 		$2.03M Buy
31,864
+12,308
+63% +$772K 0.24% 56
2021
Q3 		$1.16M Buy
19,556
+40
+0.2% +$2.42K 0.15% 68
2021
Q2 		$1.16M Buy
19,516
+1,104
+6% +$64K 0.16% 69
2021
Q1 		$1.02M Buy
18,412
+1,448
+9% +$78.6K 0.14% 73
2020
Q4 		$877K Sell
16,964
-1,660
-9% -$80.4K 0.13% 70
2020
Q3 		$821K Buy
18,624
+244
+1% +$10.6K 0.14% 68
2020
Q2 		$814K Buy
+18,380
New +$704K 0.14% 69
2020
Q1 		– Sell
-674,272
Closed -$30M – 141
2019
Q4 		$30M Buy
674,272
+39,452
+6% +$1.69M 5.05% 5
2019
Q3 		$26.6M Buy
634,820
+10,140
+2% +$424K 4.93% 5
2019
Q2 		$26.1M Buy
624,680
+31,644
+5% +$1.29M 5.16% 4
2019
Q1 		$23.8M Buy
593,036
+395,456
+200% +$15.2M 5.09% 4
2018
Q4 		$6.83M Buy
197,580
+2,796
+1% +$105K 1.53% 13
2018
Q3 		$7.39M Buy
194,784
+158,728
+440% +$6.48M 1.79% 11
2018
Q2 		$1.42M Buy
36,056
+25,716
+249% +$1.01M 0.37% 44
2018
Q1 		$399K Hold
10,340
– – 0.1% 81
2017
Q4 		$400K Buy
10,340
+828
+9% +$31.3K 0.1% 83
2017
Q3 		$350K Buy
+9,512
New +$343K 0.11% 82

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Fragasso Financial Advisors's VO Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.91% in Q2 2026, selling an estimated $2.95K and leaving 4,130 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #263.

Fragasso Financial Advisors first reported a position in VO in Q3 2017 and has held it in 35 quarters since. The position peaked at $30M in Q4 2019. 831 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fragasso Financial Advisors held 4,130 shares of Vanguard Mid-Cap ETF worth $333K as of Q2 2026.
  • Fragasso Financial Advisors sold 38 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $2.95K.
  • Vanguard Mid-Cap ETF made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #263 holding.
  • Fragasso Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2017 and has held it in 35 quarters since.
  • Fragasso Financial Advisors's Vanguard Mid-Cap ETF position peaked at $30M in Q4 2019.
  • 831 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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