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Moneywise Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Moneywise Inc’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 		$2.13M Sell
26,411
-1,321
-5% -$102K 0.79% 32
2026
Q1 		$1.99M Sell
27,732
-2,600
-9% -$193K 0.87% 30
2025
Q4 		$2.2M Sell
30,332
-5,400
-15% -$393K 0.92% 29
2025
Q3 		$2.62M Sell
35,732
-896
-2% -$64.3K 1.19% 23
2025
Q2 		$2.56M Sell
36,628
-85,176
-70% -$5.59M 1.2% 20
2025
Q1 		$7.88M Buy
121,804
+83,820
+221% +$5.63M 4.17% 8
2024
Q4 		$2.51M Sell
37,984
-1,772
-4% -$120K 1.26% 19
2024
Q3 		$2.62M Sell
39,756
-988
-2% -$62K 1.29% 20
2024
Q2 		$2.47M Sell
40,744
-1,060
-3% -$64.4K 1.31% 22
2024
Q1 		$2.61M Sell
41,804
-6,260
-13% -$370K 1.42% 19
2023
Q4 		$2.8M Sell
48,064
-7,520
-14% -$402K 1.61% 13
2023
Q3 		$2.89M Sell
55,584
-5,376
-9% -$295K 1.81% 13
2023
Q2 		$3.36M Sell
60,960
-3,156
-5% -$165K 2.08% 12
2023
Q1 		$3.38M Buy
64,116
+1,184
+2% +$63K 2.19% 12
2022
Q4 		$3.21M Sell
62,932
-1,352
-2% -$68.9K 2.4% 9
2022
Q3 		$3.02M Buy
64,284
+300
+0.5% +$15.7K 2.47% 11
2022
Q2 		$3.15M Buy
63,984
+1,396
+2% +$75.4K 2.46% 12
2022
Q1 		$3.72M Sell
62,588
-484
-0.8% -$28.4K 2.45% 13
2021
Q4 		$4.02M Sell
63,072
-9,048
-13% -$567K 2.58% 11
2021
Q3 		$4.27M Buy
72,120
+1,216
+2% +$73.5K 2.78% 10
2021
Q2 		$4.21M Sell
70,904
-2,664
-4% -$154K 2.87% 11
2021
Q1 		$4.07M Sell
73,568
-644
-0.9% -$34.9K 2.75% 11
2020
Q4 		$3.84M Buy
74,212
+1,608
+2% +$77.9K 2.74% 11
2020
Q3 		$3.2M Buy
72,604
+6,172
+9% +$269K 2.54% 12
2020
Q2 		$2.72M Buy
66,432
+46,944
+241% +$1.8M 2.18% 15
2020
Q1 		$641K Buy
+19,488
New +$807K 0.56% 26

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

Moneywise Inc's VO Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Mid-Cap ETF (VO) stake by 4.8% in Q2 2026, selling an estimated $102K and leaving 26,411 shares worth $2.13M. The position accounts for 0.79% of the portfolio, ranked #32.

Moneywise Inc first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.88M in Q1 2025. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Moneywise Inc held 26,411 shares of Vanguard Mid-Cap ETF worth $2.13M as of Q2 2026.
  • Moneywise Inc sold 1,321 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Mid-Cap ETF made up 0.79% of Moneywise Inc's portfolio in Q2 2026, its #32 holding.
  • Moneywise Inc first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Moneywise Inc's Vanguard Mid-Cap ETF position peaked at $7.88M in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.