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

Grant Private 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 		$226K Sell
2,800
-28
-1% -$2.17K 0.1% 152
2026
Q1 		$203K Buy
2,828
+28
+1% +$2.08K 0.11% 148
2025
Q4 		$203K Hold
2,800
– – 0.12% 130
2025
Q3 		$206K Buy
+2,800
New +$201K 0.13% 135

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Grant Private Wealth Management's VO Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.99% in Q2 2026, selling an estimated $2.17K and leaving 2,800 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #152.

Grant Private Wealth Management first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Grant Private Wealth Management held 2,800 shares of Vanguard Mid-Cap ETF worth $226K as of Q2 2026.
  • Grant Private Wealth Management sold 28 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
  • Vanguard Mid-Cap ETF made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Grant Private Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.