Gradient Capital 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
Q2 | $4.43M | Sell |
55,041
-2,219
| -4% | -$172K | 1.03% | 32 |
|
|
2026
Q1 | $4.11M | Sell |
57,260
-1,136
| -2% | -$84.4K | 1.07% | 32 |
|
|
2025
Q4 | $4.24M | Sell |
58,396
-1,460
| -2% | -$106K | 1.09% | 31 |
|
|
2025
Q3 | $4.4M | Sell |
59,856
-624
| -1% | -$44.8K | 1.18% | 28 |
|
|
2025
Q2 | $4.23M | Buy |
60,480
+44
| +0.1% | +$2.89K | 1.25% | 26 |
|
|
2025
Q1 | $3.91M | Sell |
60,436
-296
| -0.5% | -$19.9K | 1.28% | 25 |
|
|
2024
Q4 | $4.01M | Buy |
60,732
+1,480
| +2% | +$100K | 1.29% | 24 |
|
|
2024
Q3 | $3.91M | Sell |
59,252
-48
| -0.1% | -$3.01K | 1.29% | 23 |
|
|
2024
Q2 | $3.59M | Buy |
59,300
+360
| +0.6% | +$21.9K | 1.28% | 25 |
|
|
2024
Q1 | $3.68M | Sell |
58,940
-1,456
| -2% | -$86K | 1.35% | 23 |
|
|
2023
Q4 | $3.51M | Sell |
60,396
-888
| -1% | -$47.4K | 1.34% | 22 |
|
|
2023
Q3 | $3.19M | Sell |
61,284
-84
| -0.1% | -$4.61K | 1.33% | 21 |
|
|
2023
Q2 | $3.38M | Buy |
61,368
+116
| +0.2% | +$6.08K | 1.35% | 21 |
|
|
2023
Q1 | $3.23M | Buy |
61,252
+112
| +0.2% | +$5.96K | 1.37% | 20 |
|
|
2022
Q4 | $3.12M | Buy |
61,140
+1,928
| +3% | +$98.2K | 1.42% | 19 |
|
|
2022
Q3 | $2.78M | Sell |
59,212
-6,460
| -10% | -$338K | 1.33% | 19 |
|
|
2022
Q2 | $3.23M | Buy |
65,672
+2,732
| +4% | +$148K | 1.55% | 16 |
|
|
2022
Q1 | $3.74M | Buy |
62,940
+12,268
| +24% | +$720K | 1.59% | 15 |
|
|
2021
Q4 | $3.23M | Buy |
50,672
+204
| +0.4% | +$12.8K | 1.34% | 19 |
|
|
2021
Q3 | $2.99M | Sell |
50,468
-420
| -0.8% | -$25.4K | 1.37% | 21 |
|
|
2021
Q2 | $3.02M | Buy |
50,888
+164
| +0.3% | +$9.51K | 1.42% | 22 |
|
|
2021
Q1 | $2.81M | Sell |
50,724
-1,288
| -2% | -$69.9K | 1.49% | 19 |
|
|
2020
Q4 | $2.69M | Sell |
52,012
-2,292
| -4% | -$111K | 1.53% | 17 |
|
|
2020
Q3 | $2.39M | Buy |
54,304
+32
| +0.1% | +$1.39K | 1.49% | 20 |
|
|
2020
Q2 | $2.22M | Buy |
54,272
+8,940
| +20% | +$342K | 1.5% | 19 |
|
|
2020
Q1 | $1.49M | Buy |
45,332
+3,768
| +9% | +$156K | 1.2% | 23 |
|
|
2019
Q4 | $1.85M | Sell |
41,564
-388
| -0.9% | -$16.7K | 1.29% | 21 |
|
|
2019
Q3 | $1.76M | Sell |
41,952
-164
| -0.4% | -$6.85K | 1.31% | 22 |
|
|
2019
Q2 | $1.76M | Sell |
42,116
-1,184
| -3% | -$48.4K | 1.35% | 23 |
|
|
2019
Q1 | $1.74M | Buy |
43,300
+2,820
| +7% | +$108K | 1.39% | 20 |
|
|
2018
Q4 | $1.4M | Buy |
40,480
+4,056
| +11% | +$152K | 1.21% | 22 |
|
|
2018
Q3 | $1.5M | Buy |
36,424
+548
| +2% | +$22.4K | 1.26% | 18 |
|
|
2018
Q2 | $1.41M | Sell |
35,876
-128
| -0.4% | -$5.02K | 1.31% | 20 |
|
|
2018
Q1 | $1.39M | Sell |
36,004
-344
| -0.9% | -$13.5K | 1.39% | 19 |
|
|
2017
Q4 | $1.41M | Buy |
+36,348
| New | +$1.37M | 1.44% | 18 |
|
Other funds holding VO
SWM
MPWT
MFG
FSWA
CTB
DC
AWM
CI
PCTC
BMC
Gradient Capital Advisors's VO Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.9% in Q2 2026, selling an estimated $172K and leaving 55,041 shares worth $4.43M. The position accounts for 1.03% of the portfolio, ranked #32.
Gradient Capital Advisors first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Gradient Capital Advisors held 55,041 shares of Vanguard Mid-Cap ETF worth $4.43M as of Q2 2026.
- Gradient Capital Advisors sold 2,219 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $172K.
- Vanguard Mid-Cap ETF made up 1.03% of Gradient Capital Advisors's portfolio in Q2 2026, its #32 holding.
- Gradient Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.