GPW
VO icon

Genesis Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Genesis Private Wealth’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 		$5.75M Sell
71,391
-329
-0.5% -$25.5K 1.62% 23
2026
Q1 		$5.15M Buy
71,720
+888
+1% +$66K 1.62% 21
2025
Q4 		$5.14M Buy
70,832
+66,072
+1,388% +$4.81M 1.59% 22
2025
Q3 		$350K Hold
4,760
– – 0.15% 83
2025
Q2 		$333K Buy
4,760
+56
+1% +$3.68K 0.16% 79
2025
Q1 		$304K Sell
4,704
-448
-9% -$30.1K 0.16% 81
2024
Q4 		$340K Buy
+5,152
New +$350K 0.19% 68

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

Genesis Private Wealth's VO Position: Q2 2026 in Review

Genesis Private Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.46% in Q2 2026, selling an estimated $25.5K and leaving 71,391 shares worth $5.75M. The position accounts for 1.62% of the portfolio, ranked #23.

Genesis Private Wealth first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Genesis Private Wealth held 71,391 shares of Vanguard Mid-Cap ETF worth $5.75M as of Q2 2026.
  • Genesis Private Wealth sold 329 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard Mid-Cap ETF made up 1.62% of Genesis Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Genesis Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.