GWM
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GoalFusion Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

GoalFusion Wealth Management’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 		$4.33M Buy
53,793
+2,885
+6% +$224K 1.75% 11
2026
Q1 		$3.65M Buy
50,908
+2,992
+6% +$222K 1.66% 11
2025
Q4 		$3.48M Buy
47,916
+1,608
+3% +$117K 1.61% 11
2025
Q3 		$3.4M Buy
46,308
+764
+2% +$54.9K 1.62% 11
2025
Q2 		$3.19M Buy
45,544
+348
+0.8% +$22.8K 1.64% 12
2025
Q1 		$2.92M Buy
45,196
+576
+1% +$38.7K 1.6% 12
2024
Q4 		$2.95M Buy
44,620
+1,604
+4% +$109K 1.61% 12
2024
Q3 		$2.84M Buy
43,016
+5,568
+15% +$350K 1.57% 12
2024
Q2 		$2.27M Sell
37,448
-464
-1% -$28.2K 1.41% 12
2024
Q1 		$2.37M Buy
37,912
+1,276
+3% +$75.4K 1.51% 12
2023
Q4 		$2.13M Buy
36,636
+3,200
+10% +$171K 1.45% 13
2023
Q3 		$1.74M Buy
33,436
+1,856
+6% +$102K 1.29% 13
2023
Q2 		$1.74M Buy
31,580
+200
+0.6% +$10.5K 1.28% 13
2023
Q1 		$1.65M Sell
31,380
-5,932
-16% -$316K 1.3% 13
2022
Q4 		$2.05M Buy
37,312
+2,960
+9% +$151K 1.65% 10
2022
Q3 		$1.61M Buy
34,352
+3,452
+11% +$180K 1.53% 9
2022
Q2 		$1.52M Buy
30,900
+2,736
+10% +$148K 1.43% 9
2022
Q1 		$1.67M Buy
28,164
+4,568
+19% +$268K 1.44% 9
2021
Q4 		$1.3M Buy
+23,596
New +$1.48M 1.28% 8

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

GoalFusion Wealth Management's VO Position: Q2 2026 in Review

GoalFusion Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 5.7% in Q2 2026, buying an estimated $224K and bringing the position to 53,793 shares worth $4.33M. The position accounts for 1.75% of the portfolio, ranked #11.

GoalFusion Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • GoalFusion Wealth Management held 53,793 shares of Vanguard Mid-Cap ETF worth $4.33M as of Q2 2026.
  • GoalFusion Wealth Management bought 2,885 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Mid-Cap ETF made up 1.75% of GoalFusion Wealth Management's portfolio in Q2 2026, its #11 holding.
  • GoalFusion Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.