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Marathon Strategic Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Marathon Strategic 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 		$5.49M Sell
68,161
-187
-0.3% -$14.5K 3.1% 10
2026
Q1 		$4.91M Sell
68,348
-84
-0.1% -$6.24K 3.53% 10
2025
Q4 		$4.97M Sell
68,432
-32
-0% -$2.33K 3.79% 9
2025
Q3 		$5.03M Buy
68,464
+828
+1% +$59.5K 4.02% 9
2025
Q2 		$4.73M Hold
67,636
– – 4.4% 8
2025
Q1 		$4.37M Sell
67,636
-980
-1% -$65.8K 4.7% 8
2024
Q4 		$4.53M Sell
68,616
-592
-0.9% -$40.2K 4.9% 8
2024
Q3 		$4.56M Sell
69,208
-132
-0.2% -$8.29K 4.82% 8
2024
Q2 		$4.2M Buy
+69,340
New +$4.21M 4.9% 7
2024
Q1 		– Sell
-70,076
Closed -$4.08M – 37
2023
Q4 		$4.08M Buy
+70,076
New +$3.74M 5.52% 7

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
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
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

Marathon Strategic Advisors's VO Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, selling an estimated $14.5K and leaving 68,161 shares worth $5.49M. The position accounts for 3.1% of the portfolio, ranked #10.

Marathon Strategic Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 855 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Marathon Strategic Advisors held 68,161 shares of Vanguard Mid-Cap ETF worth $5.49M as of Q2 2026.
  • Marathon Strategic Advisors sold 187 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard Mid-Cap ETF made up 3.1% of Marathon Strategic Advisors's portfolio in Q2 2026, its #10 holding.
  • Marathon Strategic Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 855 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.