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

Mayflower 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 		$3.65M Sell
45,244
-472
-1% -$36.6K 0.31% 81
2026
Q1 		$3.28M Sell
45,716
-564
-1% -$41.9K 0.4% 74
2025
Q4 		$3.36M Sell
46,280
-1,256
-3% -$91.4K 0.41% 65
2025
Q3 		$3.49M Buy
47,536
+268
+0.6% +$19.2K 0.44% 60
2025
Q2 		$3.31M Sell
47,268
-904
-2% -$59.3K 0.46% 55
2025
Q1 		$3.11M Buy
48,172
+364
+0.8% +$24.4K 0.47% 53
2024
Q4 		$3.16M Sell
47,808
-1,312
-3% -$89.1K 0.47% 52
2024
Q3 		$3.24M Sell
49,120
-280
-0.6% -$17.6K 0.49% 51
2024
Q2 		$2.99M Sell
49,400
-748
-1% -$45.5K 0.49% 49
2024
Q1 		$3.13M Sell
50,148
-544
-1% -$32.1K 0.52% 49
2023
Q4 		$2.95M Sell
50,692
-388
-0.8% -$20.7K 0.41% 59
2023
Q3 		$2.66M Sell
51,080
-14,996
-23% -$822K 0.4% 56
2023
Q2 		$3.64M Sell
66,076
-780
-1% -$40.9K 0.47% 52
2023
Q1 		$3.53M Sell
66,856
-260
-0.4% -$13.8K 0.46% 51
2022
Q4 		$3.42M Sell
67,116
-1,964
-3% -$100K 0.47% 48
2022
Q3 		$3.25M Sell
69,080
-2,324
-3% -$121K 0.52% 45
2022
Q2 		$3.52M Sell
71,404
-560
-0.8% -$30.3K 0.54% 40
2022
Q1 		$4.28M Sell
71,964
-328
-0.5% -$19.2K 0.58% 39
2021
Q4 		$4.6M Buy
72,292
+1,576
+2% +$98.8K 0.61% 35
2021
Q3 		$4.42M Sell
70,716
-1,564
-2% -$94.5K 0.6% 38
2021
Q2 		$4.29M Sell
72,280
-360
-0.5% -$20.9K 0.59% 35
2021
Q1 		$4.02M Sell
72,640
-2,392
-3% -$130K 0.6% 37
2020
Q4 		$3.88M Buy
+75,032
New +$3.63M 0.67% 32

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

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

Mayflower Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1% in Q2 2026, selling an estimated $36.6K and leaving 45,244 shares worth $3.65M. The position accounts for 0.31% of the portfolio, ranked #81.

Mayflower Financial Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.6M in Q4 2021. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mayflower Financial Advisors held 45,244 shares of Vanguard Mid-Cap ETF worth $3.65M as of Q2 2026.
  • Mayflower Financial Advisors sold 472 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $36.6K.
  • Vanguard Mid-Cap ETF made up 0.31% of Mayflower Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Vanguard Mid-Cap ETF position peaked at $4.6M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.