HCM
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Howland Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Howland Capital 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 		$2.47M Hold
30,628
– – 0.09% 113
2026
Q1 		$2.2M Hold
30,628
– – 0.09% 107
2025
Q4 		$2.22M Hold
30,628
– – 0.08% 108
2025
Q3 		$2.26M Sell
30,628
-120
-0.4% -$8.62K 0.09% 109
2025
Q2 		$2.16M Sell
30,748
-452
-1% -$29.7K 0.09% 114
2025
Q1 		$2.02M Sell
31,200
-12,400
-28% -$832K 0.09% 113
2024
Q4 		$2.88M Buy
43,600
+5,900
+16% +$401K 0.13% 87
2024
Q3 		$2.49M Buy
37,700
+32,200
+585% +$2.02M 0.11% 97
2024
Q2 		$334K Hold
5,500
– – 0.02% 223
2024
Q1 		$344K Hold
5,500
– – 0.02% 220
2023
Q4 		$320K Buy
+5,500
New +$294K 0.02% 218
2022
Q2 		– Sell
-3,468
Closed -$206K – 264
2022
Q1 		$206K Buy
+3,468
New +$203K 0.01% 232
2017
Q1 		– Sell
-13,332
Closed -$439K – 227
2016
Q4 		$439K Sell
13,332
-300
-2% -$9.71K 0.04% 153
2016
Q3 		$441K Buy
13,632
+500
+4% +$16K 0.04% 151
2016
Q2 		$406K Buy
13,132
+520
+4% +$15.9K 0.04% 152
2016
Q1 		$382K Hold
12,612
– – 0.04% 156
2015
Q4 		$379K Sell
12,612
-2,000
-14% -$61K 0.04% 158
2015
Q3 		$426K Hold
14,612
– – 0.05% 153
2015
Q2 		$466K Hold
14,612
– – 0.05% 148
2015
Q1 		$485K Hold
14,612
– – 0.05% 144
2014
Q4 		$451K Buy
+14,612
New +$440K 0.04% 151

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

Howland Capital Management's VO Position: Q2 2026 in Review

Howland Capital Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 30,628 shares worth $2.47M. The position accounts for 0.09% of the portfolio, ranked #113.

Howland Capital Management first reported a position in VO in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.88M in Q4 2024. 702 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Howland Capital Management held 30,628 shares of Vanguard Mid-Cap ETF worth $2.47M as of Q2 2026.
  • Howland Capital Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.09% of Howland Capital Management's portfolio in Q2 2026, its #113 holding.
  • Howland Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 21 quarters since.
  • Howland Capital Management's Vanguard Mid-Cap ETF position peaked at $2.88M in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.