Linscomb Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Sell |
34,100
-904
| -3% | -$67.2K | 0.11% | 139 |
|
|
2025
Q4 | $2.54M | Sell |
35,004
-684
| -2% | -$49.8K | 0.11% | 138 |
|
|
2025
Q3 | $2.62M | Sell |
35,688
-3,032
| -8% | -$218K | 0.11% | 135 |
|
|
2025
Q2 | $2.71M | Sell |
38,720
-240
| -0.6% | -$15.8K | 0.12% | 131 |
|
|
2025
Q1 | $2.52M | Buy |
38,960
+260
| +0.7% | +$17.4K | 0.13% | 130 |
|
|
2024
Q4 | $2.56M | Sell |
38,700
-232
| -0.6% | -$15.8K | 0.13% | 129 |
|
|
2024
Q3 | $2.57M | Sell |
38,932
-88
| -0.2% | -$5.53K | 0.13% | 125 |
|
|
2024
Q2 | $2.36M | Buy |
39,020
+2,396
| +7% | +$146K | 0.12% | 125 |
|
|
2024
Q1 | $2.29M | Sell |
36,624
-4,948
| -12% | -$292K | 0.12% | 127 |
|
|
2023
Q4 | $2.42M | Sell |
41,572
-1,808
| -4% | -$96.6K | 0.13% | 121 |
|
|
2023
Q3 | $2.26M | Buy |
43,380
+5,084
| +13% | +$279K | 0.13% | 121 |
|
|
2023
Q2 | $2.11M | Sell |
38,296
-3,076
| -7% | -$161K | 0.11% | 127 |
|
|
2023
Q1 | $2.18M | Buy |
41,372
+1,280
| +3% | +$68.1K | 0.11% | 127 |
|
|
2022
Q4 | $2.04M | Buy |
40,092
+4,380
| +12% | +$223K | 0.1% | 135 |
|
|
2022
Q3 | $1.68M | Buy |
35,712
+160
| +0.5% | +$8.36K | 0.1% | 130 |
|
|
2022
Q2 | $1.75M | Buy |
35,552
+160
| +0.5% | +$8.64K | 0.1% | 131 |
|
|
2022
Q1 | $2.1M | Buy |
35,392
+4
| +0% | +$235 | 0.1% | 130 |
|
|
2021
Q4 | $2.25M | Sell |
35,388
-48
| -0.1% | -$3.01K | 0.11% | 125 |
|
|
2021
Q3 | $2.1M | Sell |
35,436
-228
| -0.6% | -$13.8K | 0.11% | 126 |
|
|
2021
Q2 | $2.12M | Sell |
35,664
-3,312
| -8% | -$192K | 0.11% | 124 |
|
|
2021
Q1 | $2.16M | Sell |
38,976
-132
| -0.3% | -$7.16K | 0.12% | 119 |
|
|
2020
Q4 | $2.02M | Buy |
39,108
+2,908
| +8% | +$141K | 0.12% | 116 |
|
|
2020
Q3 | $1.59M | Buy |
36,200
+104
| +0.3% | +$4.53K | 0.11% | 119 |
|
|
2020
Q2 | $1.48M | Buy |
36,096
+2,732
| +8% | +$105K | 0.11% | 120 |
|
|
2020
Q1 | $1.1M | Buy |
33,364
+13,388
| +67% | +$554K | 0.1% | 124 |
|
|
2019
Q4 | $890K | Buy |
19,976
+7,876
| +65% | +$338K | 0.06% | 244 |
|
|
2019
Q3 | $507K | Buy |
12,100
+692
| +6% | +$28.9K | 0.04% | 185 |
|
|
2019
Q2 | $477K | Hold |
11,408
| – | – | 0.04% | 187 |
|
|
2019
Q1 | $458K | Sell |
11,408
-456
| -4% | -$17.5K | 0.04% | 189 |
|
|
2018
Q4 | $410K | Sell |
11,864
-512
| -4% | -$19.2K | 0.04% | 182 |
|
|
2018
Q3 | $508K | Hold |
12,376
| – | – | 0.04% | 178 |
|
|
2018
Q2 | $488K | Hold |
12,376
| – | – | 0.04% | 175 |
|
|
2018
Q1 | $477K | Sell |
12,376
-1,356
| -10% | -$53.4K | 0.04% | 173 |
|
|
2017
Q4 | $531K | Sell |
13,732
-336
| -2% | -$12.7K | 0.04% | 165 |
|
|
2017
Q3 | $517K | Hold |
14,068
| – | – | 0.04% | 167 |
|
|
2017
Q2 | $501K | Buy |
14,068
+652
| +5% | +$23K | 0.04% | 165 |
|
|
2017
Q1 | $467K | Sell |
13,416
-4,708
| -26% | -$162K | 0.04% | 171 |
|
|
2016
Q4 | $596K | Buy |
18,124
+4,424
| +32% | +$143K | 0.06% | 153 |
|
|
2016
Q3 | $443K | Buy |
13,700
+988
| +8% | +$31.7K | 0.04% | 172 |
|
|
2016
Q2 | $393K | Sell |
12,712
-1,872
| -13% | -$57.2K | 0.04% | 180 |
|
|
2016
Q1 | $442K | Sell |
14,584
-296
| -2% | -$8.37K | 0.05% | 169 |
|
|
2015
Q4 | $447K | Sell |
14,880
-104
| -0.7% | -$3.17K | 0.05% | 168 |
|
|
2015
Q3 | $437K | Hold |
14,984
| – | – | 0.05% | 175 |
|
|
2015
Q2 | $477K | Sell |
14,984
-772
| -5% | -$25.1K | 0.05% | 172 |
|
|
2015
Q1 | $523K | Sell |
15,756
-808
| -5% | -$25.4K | 0.06% | 169 |
|
|
2014
Q4 | $511K | Sell |
16,564
-3,444
| -17% | -$104K | 0.06% | 165 |
|
|
2014
Q3 | $587K | Hold |
20,008
| – | – | 0.06% | 155 |
|
|
2014
Q2 | $594K | Sell |
20,008
-2,328
| -10% | -$66.5K | 0.06% | 154 |
|
|
2014
Q1 | $634K | Sell |
22,336
-332
| -1% | -$9.21K | 0.07% | 146 |
|
|
2013
Q4 | $623K | Sell |
22,668
-76
| -0.3% | -$2.02K | 0.08% | 131 |
|
|
2013
Q3 | $583K | Sell |
22,744
-2,600
| -10% | -$65.2K | 0.08% | 129 |
|
|
2013
Q2 | $603K | Buy |
+25,344
| New | +$601K | 0.08% | 124 |
|
Other funds holding VO
Linscomb Wealth's VO Position: Q1 2026 in Review
Linscomb Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 2.6% in Q1 2026, selling an estimated $67.2K and leaving 34,100 shares worth $2.45M. The position accounts for 0.11% of the portfolio, ranked #139.
Linscomb Wealth first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.71M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Linscomb Wealth held 34,100 shares of Vanguard Mid-Cap ETF worth $2.45M as of Q1 2026.
- Linscomb Wealth sold 904 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $67.2K.
- Vanguard Mid-Cap ETF made up 0.11% of Linscomb Wealth's portfolio in Q1 2026, its #139 holding.
- Linscomb Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Linscomb Wealth's Vanguard Mid-Cap ETF position peaked at $2.71M in Q2 2025.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.