Melone Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Melone Private Wealth’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	$1.17M	Buy	14,524 +40	+0.3%	+$3.1K	0.45%	37
2026 Q1	$1.04M	Hold	14,484	–	–	0.42%	37
2025 Q4	$1.05M	Buy	14,484 +536	+4%	+$39K	0.45%	35
2025 Q3	$1.02M	Buy	13,948 +12	+0.1%	+$862	0.46%	32
2025 Q2	$972K	Sell	13,936 -196	-1%	-$12.9K	0.5%	31
2025 Q1	$914K	Sell	14,132 -60	-0.4%	-$4.03K	0.48%	32
2024 Q4	$937K	Buy	14,192 +36	+0.3%	+$2.44K	0.49%	31
2024 Q3	$934K	Buy	14,156 +60	+0.4%	+$3.77K	0.5%	31
2024 Q2	$853K	Hold	14,096	–	–	0.51%	31
2024 Q1	$880K	Buy	14,096 +32	+0.2%	+$1.89K	0.53%	30
2023 Q4	$818K	Sell	14,064 -372	-3%	-$19.9K	0.52%	31
2023 Q3	$752K	Buy	14,436 +164	+1%	+$8.99K	0.54%	32
2023 Q2	$785K	Buy	14,272 +4	+0%	+$210	0.55%	32
2023 Q1	$738K	Sell	14,268 -4,836	-25%	-$257K	0.56%	31
2022 Q4	$973K	Sell	19,104 -176	-0.9%	-$8.96K	0.82%	28
2022 Q3	$952K	Sell	19,280 -52	-0.3%	-$2.72K	0.83%	28
2022 Q2	$979K	Hold	19,332	–	–	0.83%	29
2022 Q1	$1.09M	Sell	19,332 -1,496	-7%	-$87.8K	0.89%	29
2021 Q4	$1.33M	Buy	+20,828	New	+$1.31M	1%	30

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Melone Private Wealth's VO Position: Q2 2026 in Review

Melone Private Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, buying an estimated $3.1K and bringing the position to 14,524 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #37.

Melone Private Wealth first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Melone Private Wealth held 14,524 shares of Vanguard Mid-Cap ETF worth $1.17M as of Q2 2026.
Melone Private Wealth bought 40 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $3.1K.
Vanguard Mid-Cap ETF made up 0.45% of Melone Private Wealth's portfolio in Q2 2026, its #37 holding.
Melone Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Melone Private Wealth's Vanguard Mid-Cap ETF position peaked at $1.33M in Q4 2021.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.