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Intergy Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Intergy Private 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 		$3.79M Buy
47,095
+5,475
+13% +$424K 0.88% 24
2026
Q1 		$2.99M Buy
41,620
+1,372
+3% +$102K 0.88% 24
2025
Q4 		$2.92M Buy
40,248
+452
+1% +$32.9K 0.88% 23
2025
Q3 		$2.92M Buy
39,796
+1,908
+5% +$137K 0.91% 23
2025
Q2 		$2.65M Buy
37,888
+2,804
+8% +$184K 0.9% 24
2025
Q1 		$2.27M Buy
35,084
+2,736
+8% +$184K 0.86% 25
2024
Q4 		$2.14M Buy
32,348
+740
+2% +$50.2K 0.8% 25
2024
Q3 		$2.08M Buy
31,608
+920
+3% +$57.8K 0.79% 25
2024
Q2 		$1.86M Buy
30,688
+232
+0.8% +$14.1K 0.77% 25
2024
Q1 		$1.9M Buy
30,456
+904
+3% +$53.4K 0.78% 25
2023
Q4 		$1.72M Buy
29,552
+1,116
+4% +$59.6K 0.74% 27
2023
Q3 		$1.48M Buy
28,436
+16
+0.1% +$877 0.74% 26
2023
Q2 		$1.56M Buy
28,420
+2,068
+8% +$108K 0.77% 30
2023
Q1 		$1.39M Buy
26,352
+1,592
+6% +$84.7K 0.78% 28
2022
Q4 		$1.26M Buy
24,760
+1,828
+8% +$93.1K 0.79% 27
2022
Q3 		$1.08M Buy
22,932
+3,104
+16% +$162K 0.76% 29
2022
Q2 		$976K Buy
19,828
+3,512
+22% +$190K 0.77% 23
2022
Q1 		$970K Buy
16,316
+7,388
+83% +$433K 0.68% 26
2021
Q4 		$569K Buy
+8,928
New +$560K 0.44% 36

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

Intergy Private Wealth's VO Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 13% in Q2 2026, buying an estimated $424K and bringing the position to 47,095 shares worth $3.79M. The position accounts for 0.88% of the portfolio, ranked #24.

Intergy Private Wealth first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Intergy Private Wealth held 47,095 shares of Vanguard Mid-Cap ETF worth $3.79M as of Q2 2026.
  • Intergy Private Wealth bought 5,475 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $424K.
  • Vanguard Mid-Cap ETF made up 0.88% of Intergy Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Intergy Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.