MWM
VO icon

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

Marion 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 		$592K Hold
7,348
– – 0.12% 96
2026
Q1 		$528K Hold
7,348
– – 0.12% 92
2025
Q4 		$549K Hold
7,348
– – 0.12% 89
2025
Q3 		$540K Hold
7,348
– – 0.13% 91
2025
Q2 		$514K Buy
+7,348
New +$482K 0.13% 90

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Marion Wealth Management's VO Position: Q2 2026 in Review

Marion Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 7,348 shares worth $592K. The position accounts for 0.12% of the portfolio, ranked #96.

Marion Wealth Management first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 499 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Marion Wealth Management held 7,348 shares of Vanguard Mid-Cap ETF worth $592K as of Q2 2026.
  • Marion Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.12% of Marion Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Marion Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.