LifeGuide Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

LifeGuide Financial 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 Q2	$440K	Hold	5,456	–	–	0.13%	33
2026 Q1	$392K	Hold	5,456	–	–	0.13%	32
2025 Q4	$399K	Hold	5,456	–	–	0.13%	33
2025 Q3	$384K	Hold	5,456	–	–	0.14%	38
2025 Q2	$382K	Hold	5,456	–	–	0.14%	38
2025 Q1	$353K	Hold	5,456	–	–	0.14%	33
2024 Q4	$360K	Hold	5,456	–	–	0.15%	33
2024 Q3	$360K	Hold	5,456	–	–	0.15%	35
2024 Q2	$330K	Hold	5,456	–	–	0.16%	35
2024 Q1	$341K	Sell	5,456 -2,420	-31%	-$143K	0.17%	34
2023 Q4	$458K	Sell	7,876 -2,288	-23%	-$122K	0.24%	32
2023 Q3	$529K	Buy	10,164 +292	+3%	+$16K	0.31%	26
2023 Q2	$543K	Hold	9,872	–	–	0.37%	24
2023 Q1	$521K	Hold	9,872	–	–	0.42%	20
2022 Q4	$503K	Hold	9,872	–	–	0.44%	19
2022 Q3	$464K	Hold	9,872	–	–	0.45%	17
2022 Q2	$486K	Buy	9,872 +2,648	+37%	+$143K	0.44%	17
2022 Q1	$430K	Buy	7,224 +2,572	+55%	+$151K	0.33%	20
2021 Q4	$296K	Buy	+4,652	New	+$292K	0.22%	21

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

LifeGuide Financial Advisors's VO Position: Q2 2026 in Review

LifeGuide Financial Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 5,456 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #33.

LifeGuide Financial Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $543K in Q2 2023. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

LifeGuide Financial Advisors held 5,456 shares of Vanguard Mid-Cap ETF worth $440K as of Q2 2026.
LifeGuide Financial Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.13% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #33 holding.
LifeGuide Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
LifeGuide Financial Advisors's Vanguard Mid-Cap ETF position peaked at $543K in Q2 2023.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.