LWM
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LongView Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

LongView Wealth Management’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 		$4.97M Buy
61,684
+1,460
+2% +$113K 1.28% 16
2026
Q1 		$4.55M Sell
60,224
-2,392
-4% -$178K 1.14% 17
2025
Q4 		$4.68M Buy
62,616
+5,332
+9% +$388K 1.13% 20
2025
Q3 		$4.21M Buy
57,284
+17,012
+42% +$1.22M 1.14% 22
2025
Q2 		$2.82M Buy
40,272
+10,496
+35% +$689K 0.85% 30
2025
Q1 		$1.93M Buy
29,776
+4,960
+20% +$333K 0.58% 41
2024
Q4 		$1.64M Buy
24,816
+28
+0.1% +$1.9K 0.5% 45
2024
Q3 		$1.63M Buy
24,788
+1,964
+9% +$123K 0.52% 45
2024
Q2 		$1.38M Sell
22,824
-756
-3% -$45.9K 0.51% 45
2024
Q1 		$1.47M Sell
23,580
-7,828
-25% -$463K 0.58% 43
2023
Q4 		$1.8M Buy
+31,408
New +$1.68M 0.81% 31

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 Wealth Management's VO Position: Q2 2026 in Review

LongView Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $113K and bringing the position to 61,684 shares worth $4.97M. The position accounts for 1.28% of the portfolio, ranked #16.

LongView Wealth Management 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 Wealth Management held 61,684 shares of Vanguard Mid-Cap ETF worth $4.97M as of Q2 2026.
  • LongView Wealth Management bought 1,460 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Mid-Cap ETF made up 1.28% of LongView Wealth Management's portfolio in Q2 2026, its #16 holding.
  • LongView Wealth Management 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 Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.