Fusion Family Wealth’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 | $3.07M | Sell |
42,788
-2,164
| -5% | -$161K | 0.23% | 19 |
|
|
2025
Q4 | $3.26M | Buy |
44,952
+1,648
| +4% | +$120K | 0.25% | 19 |
|
|
2025
Q3 | $3.18M | Sell |
43,304
-116
| -0.3% | -$8.33K | 0.24% | 19 |
|
|
2025
Q2 | $3.04M | Hold |
43,420
| – | – | 0.26% | 19 |
|
|
2025
Q1 | $2.81M | Sell |
43,420
-456
| -1% | -$30.6K | 0.26% | 19 |
|
|
2024
Q4 | $2.9M | Buy |
43,876
+112
| +0.3% | +$7.6K | 0.27% | 19 |
|
|
2024
Q3 | $2.89M | Sell |
43,764
-128
| -0.3% | -$8.04K | 0.27% | 19 |
|
|
2024
Q2 | $2.66M | Sell |
43,892
-24
| -0.1% | -$1.46K | 0.27% | 19 |
|
|
2024
Q1 | $2.74M | Sell |
43,916
-304
| -0.7% | -$18K | 0.28% | 19 |
|
|
2023
Q4 | $2.57M | Sell |
44,220
-348
| -0.8% | -$18.6K | 0.29% | 20 |
|
|
2023
Q3 | $2.32M | Sell |
44,568
-320
| -0.7% | -$17.5K | 0.29% | 20 |
|
|
2023
Q2 | $2.47M | Buy |
44,888
+1,076
| +2% | +$56.4K | 0.3% | 19 |
|
|
2023
Q1 | $2.31M | Sell |
43,812
-1,016
| -2% | -$54.1K | 0.3% | 20 |
|
|
2022
Q4 | $2.28M | Sell |
44,828
-2,568
| -5% | -$131K | 0.31% | 19 |
|
|
2022
Q3 | $2.81M | Buy |
47,396
+1,580
| +3% | +$82.6K | 0.42% | 18 |
|
|
2022
Q2 | $2.26M | Sell |
45,816
-644
| -1% | -$34.8K | 0.32% | 18 |
|
|
2022
Q1 | $2.76M | Sell |
46,460
-1,200
| -3% | -$70.4K | 0.37% | 19 |
|
|
2021
Q4 | $3.04M | Buy |
47,660
+264
| +0.6% | +$16.5K | 0.45% | 17 |
|
|
2021
Q3 | $2.81M | Sell |
47,396
-1,156
| -2% | -$69.9K | 0.42% | 18 |
|
|
2021
Q2 | $2.88M | Buy |
48,552
+796
| +2% | +$46.1K | 0.43% | 19 |
|
|
2021
Q1 | $2.64M | Buy |
47,756
+3,400
| +8% | +$185K | 0.41% | 19 |
|
|
2020
Q4 | $2.29M | Sell |
44,356
-8,840
| -17% | -$428K | 0.41% | 18 |
|
|
2020
Q3 | $2.34M | Buy |
53,196
+8,060
| +18% | +$351K | 0.47% | 18 |
|
|
2020
Q2 | $1.85M | Sell |
45,136
-13,264
| -23% | -$508K | 0.44% | 19 |
|
|
2020
Q1 | $1.92M | Buy |
58,400
+3,420
| +6% | +$142K | 0.52% | 20 |
|
|
2019
Q4 | $2.45M | Sell |
54,980
-1,276
| -2% | -$54.8K | 0.56% | 19 |
|
|
2019
Q3 | $2.36M | Sell |
56,256
-4,988
| -8% | -$208K | 0.63% | 16 |
|
|
2019
Q2 | $2.56M | Sell |
61,244
-4,384
| -7% | -$179K | 0.64% | 17 |
|
|
2019
Q1 | $2.65M | Sell |
65,628
-5,328
| -8% | -$205K | 0.73% | 17 |
|
|
2018
Q4 | $2.45M | Sell |
70,956
-6,508
| -8% | -$244K | 0.72% | 19 |
|
|
2018
Q3 | $3.18M | Sell |
77,464
-16,196
| -17% | -$661K | 0.85% | 19 |
|
|
2018
Q2 | $3.69M | Sell |
93,660
-4,716
| -5% | -$185K | 1.04% | 20 |
|
|
2018
Q1 | $3.79M | Sell |
98,376
-12,084
| -11% | -$476K | 1.28% | 14 |
|
|
2017
Q4 | $4.27M | Sell |
110,460
-9,732
| -8% | -$367K | 1.07% | 18 |
|
|
2017
Q3 | $4.42M | Sell |
120,192
-9,136
| -7% | -$330K | 1.5% | 18 |
|
|
2017
Q2 | $4.61M | Sell |
129,328
-8,244
| -6% | -$291K | 1.58% | 21 |
|
|
2017
Q1 | $4.79M | Buy |
+137,572
| New | +$4.73M | 1.79% | 19 |
|
Other funds holding VO
Fusion Family Wealth's VO Position: Q1 2026 in Review
Fusion Family Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 4.8% in Q1 2026, selling an estimated $161K and leaving 42,788 shares worth $3.07M. The position accounts for 0.23% of the portfolio, ranked #19.
Fusion Family Wealth first reported a position in VO in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.79M in Q1 2017. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Fusion Family Wealth held 42,788 shares of Vanguard Mid-Cap ETF worth $3.07M as of Q1 2026.
- Fusion Family Wealth sold 2,164 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $161K.
- Vanguard Mid-Cap ETF made up 0.23% of Fusion Family Wealth's portfolio in Q1 2026, its #19 holding.
- Fusion Family Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Fusion Family Wealth's Vanguard Mid-Cap ETF position peaked at $4.79M in Q1 2017.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.