Hibernia Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Hibernia Wealth Partners’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	$411K	Sell	5,102 -5,102	-50%	-$396K	0.22%	49
2026 Q1	$732K	Sell	10,204 -208	-2%	-$15.5K	0.22%	42
2025 Q4	$755K	Buy	10,412 +5,232	+101%	+$381K	0.23%	37
2025 Q3	$380K	Sell	5,180 -5,376	-51%	-$386K	0.24%	35
2025 Q2	$738K	Buy	10,556 +5,376	+104%	+$353K	0.24%	34
2025 Q1	$335K	Buy	5,180 +80	+2%	+$5.37K	0.24%	34
2024 Q4	$337K	Sell	5,100 -13,688	-73%	-$929K	0.22%	42
2024 Q3	$1.24M	Buy	18,788 +8,592	+84%	+$539K	0.37%	29
2024 Q2	$617K	Sell	10,196 -32	-0.3%	-$1.95K	0.21%	39
2024 Q1	$639K	Buy	10,228 +1,136	+12%	+$67.1K	0.43%	33
2023 Q4	$529K	Buy	9,092 +4,148	+84%	+$222K	0.4%	33
2023 Q3	$257K	Buy	+4,944	New	+$271K	0.2%	47

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

Hibernia Wealth Partners's VO Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 50% in Q2 2026, selling an estimated $396K and leaving 5,102 shares worth $411K. The position accounts for 0.22% of the portfolio, ranked #49.

Hibernia Wealth Partners first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hibernia Wealth Partners held 5,102 shares of Vanguard Mid-Cap ETF worth $411K as of Q2 2026.
Hibernia Wealth Partners sold 5,102 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $396K.
Vanguard Mid-Cap ETF made up 0.22% of Hibernia Wealth Partners's portfolio in Q2 2026, its #49 holding.
Hibernia Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's Vanguard Mid-Cap ETF position peaked at $1.24M in Q3 2024.
1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.