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

Longview 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 		$1.22M Sell
15,177
-67
-0.4% -$5.19K 0.72% 24
2026
Q1 		$1.09M Sell
15,244
-4
-0% -$297 0.67% 25
2025
Q4 		$1.11M Buy
15,248
+4
+0% +$291 0.75% 25
2025
Q3 		$1.12M Sell
15,244
-264
-2% -$19K 0.8% 24
2025
Q2 		$1.08M Sell
15,508
-320
-2% -$21K 0.92% 21
2025
Q1 		$1.02M Sell
15,828
-348
-2% -$23.4K 0.88% 22
2024
Q4 		$1.07M Hold
16,176
– – 0.84% 21
2024
Q3 		$1.07M Hold
16,176
– – 0.78% 23
2024
Q2 		$979K Buy
16,176
+164
+1% +$9.97K 0.74% 23
2024
Q1 		$1M Sell
16,012
-1,436
-8% -$84.9K 0.75% 22
2023
Q4 		$1.01M Buy
+17,448
New +$932K 0.82% 20

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
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
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

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

Longview Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.44% in Q2 2026, selling an estimated $5.19K and leaving 15,177 shares worth $1.22M. The position accounts for 0.72% of the portfolio, ranked #24.

Longview Financial Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Longview Financial Advisors held 15,177 shares of Vanguard Mid-Cap ETF worth $1.22M as of Q2 2026.
  • Longview Financial Advisors sold 67 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $5.19K.
  • Vanguard Mid-Cap ETF made up 0.72% of Longview Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Longview Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.