HTG Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

HTG Investment Advisors’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 Q1	$313K	Hold	4,356	–	–	0.09%	65
2025 Q4	$316K	Hold	4,356	–	–	0.1%	57
2025 Q3	$320K	Hold	4,356	–	–	0.11%	55
2025 Q2	$305K	Hold	4,356	–	–	0.11%	55
2025 Q1	$282K	Hold	4,356	–	–	0.12%	56
2024 Q4	$288K	Buy	4,356 +260	+6%	+$17.7K	0.13%	56
2024 Q3	$270K	Buy	4,096 +228	+6%	+$14.3K	0.13%	53
2024 Q2	$234K	Sell	3,868 -504	-12%	-$30.6K	0.13%	55
2024 Q1	$273K	Hold	4,372	–	–	0.16%	54
2023 Q4	$254K	Hold	4,372	–	–	0.17%	53
2023 Q3	$228K	Hold	4,372	–	–	0.18%	49
2023 Q2	$241K	Hold	4,372	–	–	0.2%	49
2023 Q1	$231K	Hold	4,372	–	–	0.21%	47
2022 Q4	$223K	Buy	+4,372	New	+$223K	0.23%	47

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HTG Investment Advisors's VO Position: Q1 2026 in Review

HTG Investment Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 4,356 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #65.

HTG Investment Advisors first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $320K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

HTG Investment Advisors held 4,356 shares of Vanguard Mid-Cap ETF worth $313K as of Q1 2026.
HTG Investment Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.09% of HTG Investment Advisors's portfolio in Q1 2026, its #65 holding.
HTG Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's Vanguard Mid-Cap ETF position peaked at $320K in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.