Holos Integrated Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Holos Integrated Wealth’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	$6.72M	Sell	83,406 -294	-0.4%	-$22.8K	3.14%	8
2026 Q1	$6.09M	Sell	83,700 -5,400	-6%	-$401K	3.08%	10
2025 Q4	$6.52M	Sell	89,100 -22,632	-20%	-$1.65M	3.64%	7
2025 Q3	$8M	Buy	111,732 +52	+0%	+$3.73K	4.71%	5
2025 Q2	$7.92M	Buy	111,680 +584	+0.5%	+$38.3K	4.76%	5
2025 Q1	$7.18M	Buy	111,096 +32	+0%	+$2.15K	4.71%	6
2024 Q4	$7.33M	Buy	+111,064	New	+$7.54M	5.01%	7

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

Holos Integrated Wealth's VO Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.35% in Q2 2026, selling an estimated $22.8K and leaving 83,406 shares worth $6.72M. The position accounts for 3.14% of the portfolio, ranked #8.

Holos Integrated Wealth first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8M in Q3 2025. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Holos Integrated Wealth held 83,406 shares of Vanguard Mid-Cap ETF worth $6.72M as of Q2 2026.
Holos Integrated Wealth sold 294 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $22.8K.
Vanguard Mid-Cap ETF made up 3.14% of Holos Integrated Wealth's portfolio in Q2 2026, its #8 holding.
Holos Integrated Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Vanguard Mid-Cap ETF position peaked at $8M in Q3 2025.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.