Miller Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Miller Financial Services’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	$504K	Buy	6,255 +507	+9%	+$39.3K	0.41%	78
2026 Q1	$413K	Buy	5,748 +1,904	+50%	+$141K	0.45%	68
2025 Q4	$279K	Buy	3,844 +160	+4%	+$11.6K	0.33%	84
2025 Q3	$271K	Sell	3,684 -16	-0.4%	-$1.15K	0.31%	87
2025 Q2	$259K	Hold	3,700	–	–	0.33%	82
2025 Q1	$239K	Sell	3,700 -400	-10%	-$26.8K	0.34%	78
2024 Q4	$271K	Buy	+4,100	New	+$278K	0.23%	101

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Miller Financial Services's VO Position: Q2 2026 in Review

Miller Financial Services increased its Vanguard Mid-Cap ETF (VO) stake by 8.8% in Q2 2026, buying an estimated $39.3K and bringing the position to 6,255 shares worth $504K. The position accounts for 0.41% of the portfolio, ranked #78.

Miller Financial Services first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,197 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Miller Financial Services held 6,255 shares of Vanguard Mid-Cap ETF worth $504K as of Q2 2026.
Miller Financial Services bought 507 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $39.3K.
Vanguard Mid-Cap ETF made up 0.41% of Miller Financial Services's portfolio in Q2 2026, its #78 holding.
Miller Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,197 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.