FRG Family 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 | $393K | Hold |
5,476
| – | – | 0.06% | 124 |
|
|
2025
Q4 | $397K | Hold |
5,476
| – | – | 0.06% | 122 |
|
|
2025
Q3 | $402K | Hold |
5,476
| – | – | 0.06% | 120 |
|
|
2025
Q2 | $383K | Hold |
5,476
| – | – | 0.07% | 115 |
|
|
2025
Q1 | $354K | Hold |
5,476
| – | – | 0.07% | 115 |
|
|
2024
Q4 | $362K | Hold |
5,476
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $361K | Hold |
5,476
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $330K | Hold |
5,476
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $326K | Hold |
5,476
| – | – | 0.06% | 117 |
|
|
2023
Q4 | $318K | Hold |
5,476
| – | – | 0.06% | 119 |
|
|
2023
Q3 | $285K | Hold |
5,476
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $301K | Hold |
5,476
| – | – | 0.07% | 118 |
|
|
2023
Q1 | $289K | Hold |
5,476
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $279K | Hold |
5,476
| – | – | 0.07% | 126 |
|
|
2022
Q3 | $257K | Hold |
5,476
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $270K | Hold |
5,476
| – | – | 0.06% | 123 |
|
|
2022
Q1 | $326K | Hold |
5,476
| – | – | 0.06% | 121 |
|
|
2021
Q4 | $349K | Sell |
5,476
-660
| -11% | -$41.4K | 0.07% | 119 |
|
|
2021
Q3 | $363K | Buy |
6,136
+36
| +0.6% | +$2.17K | 0.07% | 113 |
|
|
2021
Q2 | $362K | Hold |
6,100
| – | – | 0.07% | 116 |
|
|
2021
Q1 | $338K | Hold |
6,100
| – | – | 0.07% | 113 |
|
|
2020
Q4 | $315K | Hold |
6,100
| – | – | 0.07% | 111 |
|
|
2020
Q3 | $269K | Hold |
6,100
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $250K | Hold |
6,100
| – | – | 0.07% | 111 |
|
|
2020
Q1 | $201K | Hold |
6,100
| – | – | 0.06% | 111 |
|
|
2019
Q4 | $272K | Hold |
6,100
| – | – | 0.07% | 110 |
|
|
2019
Q3 | $256K | Hold |
6,100
| – | – | 0.07% | 112 |
|
|
2019
Q2 | $255K | Hold |
6,100
| – | – | 0.07% | 118 |
|
|
2019
Q1 | $245K | Hold |
6,100
| – | – | 0.07% | 120 |
|
|
2018
Q4 | $211K | Hold |
6,100
| – | – | 0.07% | 123 |
|
|
2018
Q3 | $250K | Sell |
6,100
-1,928
| -24% | -$78.7K | 0.07% | 134 |
|
|
2018
Q2 | $316K | Buy |
8,028
+128
| +2% | +$5.02K | 0.09% | 125 |
|
|
2018
Q1 | $305K | Sell |
7,900
-448
| -5% | -$17.6K | 0.1% | 127 |
|
|
2017
Q4 | $323K | Buy |
8,348
+2,248
| +37% | +$84.9K | 0.1% | 122 |
|
|
2017
Q3 | $224K | Hold |
6,100
| – | – | 0.08% | 136 |
|
|
2017
Q2 | $217K | Hold |
6,100
| – | – | 0.08% | 131 |
|
|
2017
Q1 | $212K | Hold |
6,100
| – | – | 0.08% | 130 |
|
|
2016
Q4 | $201K | Buy |
+6,100
| New | +$197K | 0.08% | 128 |
|
Other funds holding VO
FRG Family Wealth Advisors's VO Position: Q1 2026 in Review
FRG Family Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 5,476 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #124.
FRG Family Wealth Advisors first reported a position in VO in Q4 2016 and has held it in 38 quarters since. The position peaked at $402K in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- FRG Family Wealth Advisors held 5,476 shares of Vanguard Mid-Cap ETF worth $393K as of Q1 2026.
- FRG Family Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
- Vanguard Mid-Cap ETF made up 0.06% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #124 holding.
- FRG Family Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- FRG Family Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $402K in Q3 2025.
- 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.