Hoese & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Hoese & Co’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	$609K	Hold	7,560	–	–	0.4%	24
2026 Q1	$543K	Hold	7,560	–	–	0.4%	22
2025 Q4	$548K	Buy	7,560 +1,320	+21%	+$96K	0.39%	22
2025 Q3	$458K	Hold	6,240	–	–	0.35%	23
2025 Q2	$437K	Buy	6,240 +1,800	+41%	+$118K	0.35%	21
2025 Q1	$287K	Hold	4,440	–	–	0.25%	23
2024 Q4	$293K	Hold	4,440	–	–	0.25%	23
2024 Q3	$293K	Hold	4,440	–	–	0.25%	28
2024 Q2	$272K	Buy	4,440 +1,640	+59%	+$99.7K	0.24%	23
2024 Q1	$168K	Hold	2,800	–	–	0.15%	33
2023 Q4	$153K	Hold	2,800	–	–	0.15%	37
2023 Q3	$146K	Hold	2,800	–	–	0.15%	38
2023 Q2	$154K	Hold	2,800	–	–	0.14%	40
2023 Q1	$150K	Hold	2,800	–	–	0.17%	42
2022 Q4	$152K	Sell	2,800 -1,224	-30%	-$62.3K	0.16%	45
2022 Q3	$189K	Hold	4,024	–	–	0.22%	39
2022 Q2	$198K	Hold	4,024	–	–	0.22%	43
2022 Q1	$239K	Hold	4,024	–	–	0.25%	38
2021 Q4	$256K	Hold	4,024	–	–	0.25%	43
2021 Q3	$238K	Hold	4,024	–	–	0.26%	44
2021 Q2	$239K	Buy	4,024 +1,224	+44%	+$70.9K	0.27%	42
2021 Q1	$155K	Buy	+2,800	New	+$152K	0.19%	49

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

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

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

Hoese & Co's VO Position: Q2 2026 in Review

Hoese & Co held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 7,560 shares worth $609K. The position accounts for 0.4% of the portfolio, ranked #24.

Hoese & Co first reported a position in VO in Q1 2021 and has held it in 22 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hoese & Co held 7,560 shares of Vanguard Mid-Cap ETF worth $609K as of Q2 2026.
Hoese & Co left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.4% of Hoese & Co's portfolio in Q2 2026, its #24 holding.
Hoese & Co first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.