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

HHM 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	$324K	Buy	4,025 +821	+26%	+$63.6K	0.03%	163
2026 Q1	$230K	Buy	3,204 +20	+0.6%	+$1.49K	0.03%	178
2025 Q4	$231K	Buy	3,184 +64	+2%	+$4.66K	0.03%	178
2025 Q3	$229K	Buy	3,120 +100	+3%	+$7.18K	0.03%	189
2025 Q2	$211K	Hold	3,020	–	–	0.03%	196
2025 Q1	$195K	Hold	3,020	–	–	0.03%	185
2024 Q4	$199K	Buy	3,020 +68	+2%	+$4.62K	0.03%	186
2024 Q3	$195K	Hold	2,952	–	–	0.03%	170
2024 Q2	$179K	Hold	2,952	–	–	0.03%	187
2024 Q1	$184K	Sell	2,952 -112	-4%	-$6.62K	0.03%	154
2023 Q4	$178K	Sell	3,064 -3,396	-53%	-$181K	0.03%	150
2023 Q3	$336K	Hold	6,460	–	–	0.07%	89
2023 Q2	$356K	Hold	6,460	–	–	0.07%	89
2023 Q1	$341K	Hold	6,460	–	–	0.07%	92
2022 Q4	$329K	Buy	6,460 +3,460	+115%	+$176K	0.08%	88
2022 Q3	$141K	Sell	3,000 -1,460	-33%	-$76.3K	0.04%	137
2022 Q2	$220K	Hold	4,460	–	–	0.06%	124
2022 Q1	$265K	Hold	4,460	–	–	0.06%	119
2021 Q4	$284K	Hold	4,460	–	–	0.07%	111
2021 Q3	$264K	Hold	4,460	–	–	0.07%	105
2021 Q2	$265K	Buy	4,460 +200	+5%	+$11.6K	0.07%	110
2021 Q1	$236K	Hold	4,260	–	–	0.07%	102
2020 Q4	$220K	Hold	4,260	–	–	0.08%	100
2020 Q3	$188K	Hold	4,260	–	–	0.08%	94
2020 Q2	$175K	Sell	4,260 -4,720	-53%	-$181K	0.07%	92
2020 Q1	$296K	Buy	+8,980	New	+$372K	0.14%	57

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HHM Wealth Advisors's VO Position: Q2 2026 in Review

HHM Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 26% in Q2 2026, buying an estimated $63.6K and bringing the position to 4,025 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #163.

HHM Wealth Advisors first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $356K in Q2 2023. 1,018 funds tracked by Wall St. Rank hold VO as of Q2 2026.

HHM Wealth Advisors held 4,025 shares of Vanguard Mid-Cap ETF worth $324K as of Q2 2026.
HHM Wealth Advisors bought 821 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $63.6K.
Vanguard Mid-Cap ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #163 holding.
HHM Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $356K in Q2 2023.
1,018 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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