HCWM
VO icon

Hidden Cove Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Hidden Cove 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 		$7.37M Buy
91,483
+1,895
+2% +$147K 4.06% 6
2026
Q1 		$6.43M Buy
89,588
+46,184
+106% +$3.43M 4.13% 7
2025
Q4 		$3.15M Sell
43,404
-1,880
-4% -$137K 2.04% 13
2025
Q3 		$3.33M Buy
45,284
+1,820
+4% +$131K 2.2% 13
2025
Q2 		$3.04M Buy
43,464
+18,076
+71% +$1.19M 2.2% 13
2025
Q1 		$1.64M Buy
25,388
+1,256
+5% +$84.3K 1.3% 16
2024
Q4 		$1.59M Buy
+24,132
New +$1.64M 1.29% 16

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Hidden Cove Wealth Management's VO Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $147K and bringing the position to 91,483 shares worth $7.37M. The position accounts for 4.06% of the portfolio, ranked #6.

Hidden Cove Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hidden Cove Wealth Management held 91,483 shares of Vanguard Mid-Cap ETF worth $7.37M as of Q2 2026.
  • Hidden Cove Wealth Management bought 1,895 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Mid-Cap ETF made up 4.06% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Hidden Cove Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.