James Reed Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

James Reed Financial Services’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	$16.8M	Buy	208,755 +31	+0%	+$2.4K	12.84%	5
2026 Q1	$15M	Sell	208,724 -7,976	-4%	-$593K	12.97%	5
2025 Q4	$15.7M	Buy	216,700 +7,508	+4%	+$546K	12.6%	5
2025 Q3	$15.4M	Sell	209,192 -8,644	-4%	-$621K	13.77%	4
2025 Q2	$15.2M	Buy	217,836 +9,244	+4%	+$607K	13.83%	4
2025 Q1	$13.5M	Sell	208,592 -2,944	-1%	-$198K	15.03%	4
2024 Q4	$14M	Buy	+211,536	New	+$14.4M	14.57%	4
2022 Q3	$5.86M	Buy	124,676 +2,100	+2%	+$110K	8.77%	4
2022 Q2	$6.04M	Buy	122,576 +1,064	+0.9%	+$57.5K	8.37%	4
2022 Q1	$7.22M	Buy	121,512 +276	+0.2%	+$16.2K	8.24%	4
2021 Q4	$7.72M	Buy	+121,236	New	+$7.6M	7.33%	4

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

James Reed Financial Services's VO Position: Q2 2026 in Review

James Reed Financial Services increased its Vanguard Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, buying an estimated $2.4K and bringing the position to 208,755 shares worth $16.8M. The position accounts for 12.84% of the portfolio, ranked #5.

James Reed Financial Services first reported a position in VO in Q4 2021 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold VO as of Q2 2026.

James Reed Financial Services held 208,755 shares of Vanguard Mid-Cap ETF worth $16.8M as of Q2 2026.
James Reed Financial Services bought 31 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $2.4K.
Vanguard Mid-Cap ETF made up 12.84% of James Reed Financial Services's portfolio in Q2 2026, its #5 holding.
James Reed Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.