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Hoxton Planning & Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Hoxton Planning & 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 		$284K Sell
3,530
-550
-13% -$42.6K 0.07% 185
2026
Q1 		$293K Hold
4,080
– – 0.09% 163
2025
Q4 		$296K Sell
4,080
-84
-2% -$6.11K 0.09% 161
2025
Q3 		$306K Hold
4,164
– – 0.1% 155
2025
Q2 		$291K Sell
4,164
-224
-5% -$14.7K 0.1% 159
2025
Q1 		$284K Sell
4,388
-180
-4% -$12.1K 0.11% 156
2024
Q4 		$302K Buy
4,568
+404
+10% +$27.4K 0.12% 157
2024
Q3 		$275K Buy
+4,164
New +$261K 0.11% 161

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

Hoxton Planning & Management's VO Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $42.6K and leaving 3,530 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #185.

Hoxton Planning & Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $306K in Q3 2025. 659 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hoxton Planning & Management held 3,530 shares of Vanguard Mid-Cap ETF worth $284K as of Q2 2026.
  • Hoxton Planning & Management sold 550 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $42.6K.
  • Vanguard Mid-Cap ETF made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #185 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's Vanguard Mid-Cap ETF position peaked at $306K in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.