Henrickson Nauta Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Henrickson Nauta Wealth Advisors’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	$408K	Buy	5,068 +1,268	+33%	+$98.3K	0.1%	68
2026 Q1	$273K	Sell	3,800 -3,800	-50%	-$282K	0.08%	86
2025 Q4	$569K	Buy	7,600 +3,800	+100%	+$276K	0.08%	67
2025 Q3	$280K	Hold	3,800	–	–	0.09%	71
2025 Q2	$266K	Hold	3,800	–	–	0.09%	70
2025 Q1	$228K	Hold	3,800	–	–	0.09%	69
2024 Q4	$251K	Hold	3,800	–	–	0.1%	67
2024 Q3	$251K	Sell	3,800 -52	-1%	-$3.27K	0.1%	69
2024 Q2	$234K	Buy	+3,852	New	+$234K	0.1%	66
2022 Q1	–	Sell	-28	Closed	-$2K	–	254
2021 Q4	$2K	Buy	+28	New	+$1.75K	﹤0.01%	244

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

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

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

Henrickson Nauta Wealth Advisors's VO Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 33% in Q2 2026, buying an estimated $98.3K and bringing the position to 5,068 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #68.

Henrickson Nauta Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $569K in Q4 2025. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Henrickson Nauta Wealth Advisors held 5,068 shares of Vanguard Mid-Cap ETF worth $408K as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 1,268 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $98.3K.
Vanguard Mid-Cap ETF made up 0.1% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Henrickson Nauta Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Henrickson Nauta Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $569K in Q4 2025.
823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.