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Graves Light Lenhart Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Graves Light Lenhart 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 		$3.01M Buy
37,319
+15
+0% +$1.16K 0.28% 52
2026
Q1 		$2.68M Buy
37,304
+1,128
+3% +$83.8K 0.28% 54
2025
Q4 		$2.62M Buy
36,176
+368
+1% +$26.8K 0.28% 55
2025
Q3 		$2.63M Buy
35,808
+1,552
+5% +$111K 0.29% 56
2025
Q2 		$2.4M Hold
34,256
– – 0.29% 56
2025
Q1 		$2.21M Buy
34,256
+364
+1% +$24.4K 0.27% 58
2024
Q4 		$2.24M Hold
33,892
– – 0.28% 59
2024
Q3 		$2.24M Hold
33,892
– – 0.27% 60
2024
Q2 		$2.04M Sell
33,892
-340
-1% -$20.7K 0.23% 64
2024
Q1 		$2.14M Sell
34,232
-380
-1% -$22.5K 0.25% 61
2023
Q4 		$2.01M Sell
34,612
-628
-2% -$33.6K 0.25% 63
2023
Q3 		$1.82M Buy
35,240
+120
+0.3% +$6.58K 0.25% 61
2023
Q2 		$1.93M Hold
35,120
– – 0.26% 67
2023
Q1 		$1.85M Buy
35,120
+2,360
+7% +$126K 0.29% 64
2022
Q4 		$1.67M Buy
32,760
+4,540
+16% +$231K 0.26% 70
2022
Q3 		$1.33M Buy
28,220
+680
+2% +$35.5K 0.22% 76
2022
Q2 		$1.36M Buy
27,540
+16,272
+144% +$879K 0.21% 75
2022
Q1 		$670K Hold
11,268
– – 0.09% 98
2021
Q4 		$718K Buy
11,268
+2,888
+34% +$181K 0.1% 94
2021
Q3 		$496K Hold
8,380
– – 0.08% 106
2021
Q2 		$497K Buy
8,380
+8
+0.1% +$464 0.08% 108
2021
Q1 		$463K Sell
8,372
-52
-0.6% -$2.82K 0.08% 109
2020
Q4 		$435K Sell
8,424
-120
-1% -$5.81K 0.08% 104
2020
Q3 		$376K Hold
8,544
– – 0.08% 104
2020
Q2 		$350K Buy
+8,544
New +$327K 0.08% 106
2020
Q1 		– Sell
-4,880
Closed -$217K – 182
2019
Q4 		$217K Sell
4,880
-280
-5% -$12K 0.05% 160
2019
Q3 		$219K Buy
5,160
+296
+6% +$12.4K 0.05% 157
2019
Q2 		$203K Buy
+4,864
New +$199K 0.05% 152

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

Graves Light Lenhart Wealth's VO Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, buying an estimated $1.16K and bringing the position to 37,319 shares worth $3.01M. The position accounts for 0.28% of the portfolio, ranked #52.

Graves Light Lenhart Wealth first reported a position in VO in Q2 2019 and has held it in 28 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Graves Light Lenhart Wealth held 37,319 shares of Vanguard Mid-Cap ETF worth $3.01M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 15 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Mid-Cap ETF made up 0.28% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #52 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.