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Impact Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Impact Capital Partners’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 		$1.38M Sell
17,188
-8
-0% -$620 0.38% 68
2026
Q1 		$1.23M Sell
17,196
-1,380
-7% -$103K 0.37% 62
2025
Q4 		$1.35M Buy
18,576
+7,232
+64% +$526K 0.4% 55
2025
Q3 		$833K Buy
11,344
+524
+5% +$37.6K 0.25% 85
2025
Q2 		$757K Buy
10,820
+2,928
+37% +$192K 0.25% 89
2025
Q1 		$510K Buy
7,892
+1,196
+18% +$80.3K 0.18% 131
2024
Q4 		$442K Buy
+6,696
New +$455K 0.16% 152

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

Impact Capital Partners's VO Position: Q2 2026 in Review

Impact Capital Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, selling an estimated $620 and leaving 17,188 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #68.

Impact Capital Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 704 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Impact Capital Partners held 17,188 shares of Vanguard Mid-Cap ETF worth $1.38M as of Q2 2026.
  • Impact Capital Partners sold 8 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $620.
  • Vanguard Mid-Cap ETF made up 0.38% of Impact Capital Partners's portfolio in Q2 2026, its #68 holding.
  • Impact Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 704 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.