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

McNaughton 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 		$9.87M Buy
122,492
+1,672
+1% +$130K 3.5% 6
2026
Q1 		$8.67M Sell
120,820
-2,540
-2% -$189K 3.59% 6
2025
Q4 		$8.95M Buy
123,360
+1,016
+0.8% +$73.9K 3.69% 7
2025
Q3 		$8.98M Buy
122,344
+1,392
+1% +$100K 3.79% 7
2025
Q2 		$8.46M Buy
120,952
+1,284
+1% +$84.3K 3.77% 7
2025
Q1 		$7.74M Sell
119,668
-65,420
-35% -$4.39M 3.76% 7
2024
Q4 		$12.2M Buy
185,088
+1,148
+0.6% +$77.9K 5.89% 6
2024
Q3 		$12.1M Buy
183,940
+4,548
+3% +$286K 5.91% 6
2024
Q2 		$10.9M Buy
179,392
+4,196
+2% +$255K 5.76% 6
2024
Q1 		$10.9M Buy
175,196
+2,132
+1% +$126K 6.07% 6
2023
Q4 		$10.1M Buy
173,064
+8,656
+5% +$462K 5.96% 6
2023
Q3 		$8.56M Buy
164,408
+684
+0.4% +$37.5K 5.69% 6
2023
Q2 		$9.01M Buy
163,724
+3,896
+2% +$204K 5.77% 6
2023
Q1 		$8.43M Buy
159,828
+1,948
+1% +$104K 5.59% 5
2022
Q4 		$8.04M Buy
157,880
+456
+0.3% +$23.2K 5.5% 5
2022
Q3 		$7.4M Buy
157,424
+1,704
+1% +$89.1K 5.43% 5
2022
Q2 		$7.67M Buy
155,720
+4,484
+3% +$242K 5.42% 4
2022
Q1 		$8.99M Buy
151,236
+3,488
+2% +$205K 5.85% 5
2021
Q4 		$9.09M Buy
147,748
+3,848
+3% +$241K 5.88% 5
2021
Q3 		$8.52M Sell
143,900
-1,380
-0.9% -$83.4K 6.02% 5
2021
Q2 		$8.62M Buy
145,280
+4,920
+4% +$285K 6.05% 5
2021
Q1 		$7.77M Sell
140,360
-3,300
-2% -$179K 5.95% 5
2020
Q4 		$7.43M Sell
143,660
-4,912
-3% -$238K 5.94% 5
2020
Q3 		$6.55M Sell
148,572
-1,612
-1% -$70.2K 5.73% 5
2020
Q2 		$6.15M Buy
150,184
+20,816
+16% +$797K 5.7% 5
2020
Q1 		$4.26M Buy
129,368
+23,784
+23% +$985K 4.55% 7
2019
Q4 		$4.7M Buy
+105,584
New +$4.53M 4.37% 8

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

McNaughton Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $130K and bringing the position to 122,492 shares worth $9.87M. The position accounts for 3.5% of the portfolio, ranked #6.

McNaughton Wealth Management first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q4 2024. 767 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • McNaughton Wealth Management held 122,492 shares of Vanguard Mid-Cap ETF worth $9.87M as of Q2 2026.
  • McNaughton Wealth Management bought 1,672 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $130K.
  • Vanguard Mid-Cap ETF made up 3.5% of McNaughton Wealth Management's portfolio in Q2 2026, its #6 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's Vanguard Mid-Cap ETF position peaked at $12.2M in Q4 2024.
  • 767 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.