MFT
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Moisand Fitzgerald Tamayo’s Vanguard Mid-Cap ETF VO Stock Holding History

Moisand Fitzgerald Tamayo’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 		$4.17M Sell
51,734
-394
-0.8% -$30.5K 0.41% 25
2026
Q1 		$3.74M Sell
52,128
-148
-0.3% -$11K 0.4% 25
2025
Q4 		$3.79M Sell
52,276
-1,516
-3% -$110K 0.43% 25
2025
Q3 		$3.95M Sell
53,792
-652
-1% -$46.8K 0.47% 23
2025
Q2 		$3.81M Sell
54,444
-2,176
-4% -$143K 0.48% 24
2025
Q1 		$3.66M Sell
56,620
-1,628
-3% -$109K 0.51% 27
2024
Q4 		$3.85M Sell
58,248
-1,500
-3% -$102K 0.54% 24
2024
Q3 		$3.94M Sell
59,748
-832
-1% -$52.2K 0.54% 24
2024
Q2 		$3.67M Sell
60,580
-272
-0.4% -$16.5K 0.55% 23
2024
Q1 		$3.8M Sell
60,852
-312
-0.5% -$18.4K 0.58% 22
2023
Q4 		$3.56M Sell
61,164
-2,292
-4% -$122K 0.62% 23
2023
Q3 		$3.3M Buy
63,456
+80
+0.1% +$4.39K 0.7% 23
2023
Q2 		$3.49M Sell
63,376
-308
-0.5% -$16.1K 0.71% 23
2023
Q1 		$3.36M Buy
63,684
+2,112
+3% +$112K 0.72% 23
2022
Q4 		$3.14M Buy
61,572
+6,236
+11% +$318K 0.71% 26
2022
Q3 		$2.6M Sell
55,336
-668
-1% -$34.9K 0.71% 27
2022
Q2 		$2.76M Buy
56,004
+22,564
+67% +$1.22M 0.74% 28
2022
Q1 		$1.99M Sell
33,440
-22,704
-40% -$1.33M 0.9% 22
2021
Q4 		$3.58M Sell
56,144
-228
-0.4% -$14.3K 1.01% 25
2021
Q3 		$3.34M Sell
56,372
-680
-1% -$41.1K 1.12% 26
2021
Q2 		$3.38M Sell
57,052
-284
-0.5% -$16.5K 1.23% 23
2021
Q1 		$3.17M Buy
57,336
+140
+0.2% +$7.6K 1.37% 21
2020
Q4 		$2.96M Sell
57,196
-8,336
-13% -$404K 1.33% 21
2020
Q3 		$2.89M Sell
65,532
-2,440
-4% -$106K 1.49% 20
2020
Q2 		$2.79M Buy
67,972
+5,604
+9% +$215K 1.53% 19
2020
Q1 		$2.05M Sell
62,368
-1,776
-3% -$73.5K 1.34% 19
2019
Q4 		$2.86M Sell
64,144
-1,592
-2% -$68.4K 1.47% 19
2019
Q3 		$2.75M Sell
65,736
-1,696
-3% -$70.9K 1.49% 19
2019
Q2 		$2.82M Sell
67,432
-1,540
-2% -$63K 1.53% 18
2019
Q1 		$2.77M Sell
68,972
-5,488
-7% -$211K 1.54% 18
2018
Q4 		$2.57M Buy
74,460
+1,756
+2% +$65.9K 1.61% 17
2018
Q3 		$2.98M Sell
72,704
-992
-1% -$40.5K 1.66% 17
2018
Q2 		$2.9M Sell
73,696
-1,392
-2% -$54.6K 1.69% 17
2018
Q1 		$2.9M Sell
75,088
-69,152
-48% -$2.72M 1.72% 16
2017
Q4 		$5.58M Buy
144,240
+9,524
+7% +$360K 3.24% 11
2017
Q3 		$4.95M Buy
134,716
+8,228
+7% +$297K 3.02% 10
2017
Q2 		$4.51M Buy
126,488
+2,208
+2% +$78K 3.07% 11
2017
Q1 		$4.33M Buy
124,280
+5,036
+4% +$173K 3.05% 11
2016
Q4 		$3.92M Buy
119,244
+2,284
+2% +$73.9K 2.91% 9
2016
Q3 		$3.79M Buy
116,960
+15,232
+15% +$489K 2.87% 10
2016
Q2 		$3.14M Buy
101,728
+5,640
+6% +$172K 2.57% 12
2016
Q1 		$2.91M Buy
96,088
+7,716
+9% +$218K 2.36% 12
2015
Q4 		$2.65M Buy
+88,372
New +$2.7M 2.28% 12

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

Moisand Fitzgerald Tamayo's VO Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Vanguard Mid-Cap ETF (VO) stake by 0.76% in Q2 2026, selling an estimated $30.5K and leaving 51,734 shares worth $4.17M. The position accounts for 0.41% of the portfolio, ranked #25.

Moisand Fitzgerald Tamayo first reported a position in VO in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.58M in Q4 2017. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 51,734 shares of Vanguard Mid-Cap ETF worth $4.17M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 394 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Mid-Cap ETF made up 0.41% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #25 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Vanguard Mid-Cap ETF position peaked at $5.58M in Q4 2017.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.