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Matrix Asset Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Matrix Asset 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 		$3.02M Buy
37,472
+6,736
+22% +$522K 0.25% 52
2026
Q1 		$2.21M Buy
30,736
+10,488
+52% +$779K 0.2% 54
2025
Q4 		$1.47M Buy
20,248
+4,488
+28% +$326K 0.13% 58
2025
Q3 		$1.16M Buy
15,760
+4,720
+43% +$339K 0.11% 61
2025
Q2 		$773K Buy
11,040
+5,108
+86% +$335K 0.08% 61
2025
Q1 		$384K Buy
5,932
+604
+11% +$40.5K 0.04% 76
2024
Q4 		$352K Buy
5,328
+1,372
+35% +$93.1K 0.04% 82
2024
Q3 		$261K Buy
3,956
+404
+11% +$25.4K 0.03% 93
2024
Q2 		$215K Hold
3,552
– – 0.03% 95
2024
Q1 		$222K Hold
3,552
– – 0.03% 93
2023
Q4 		$207K Buy
+3,552
New +$190K 0.03% 95
2022
Q2 		– Sell
-3,528
Closed -$210K – 92
2022
Q1 		$210K Hold
3,528
– – 0.03% 85
2021
Q4 		$225K Buy
3,528
+48
+1% +$3.01K 0.03% 82
2021
Q3 		$206K Hold
3,480
– – 0.03% 79
2021
Q2 		$206K Buy
+3,480
New +$202K 0.03% 79

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

Matrix Asset Advisors's VO Position: Q2 2026 in Review

Matrix Asset Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 22% in Q2 2026, buying an estimated $522K and bringing the position to 37,472 shares worth $3.02M. The position accounts for 0.25% of the portfolio, ranked #52.

Matrix Asset Advisors first reported a position in VO in Q2 2021 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Matrix Asset Advisors held 37,472 shares of Vanguard Mid-Cap ETF worth $3.02M as of Q2 2026.
  • Matrix Asset Advisors bought 6,736 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $522K.
  • Vanguard Mid-Cap ETF made up 0.25% of Matrix Asset Advisors's portfolio in Q2 2026, its #52 holding.
  • Matrix Asset Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 15 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.