NWMG
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National Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

National Wealth Management Group’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 		$1.03M Sell
12,731
-277
-2% -$21.5K 0.32% 77
2026
Q1 		$934K Sell
13,008
-8,576
-40% -$637K 0.35% 68
2025
Q4 		$1.57M Sell
21,584
-608
-3% -$44.2K 0.54% 38
2025
Q3 		$1.63M Buy
22,192
+11,780
+113% +$846K 0.61% 33
2025
Q2 		$728K Buy
10,412
+4,504
+76% +$296K 0.41% 53
2025
Q1 		$382K Buy
5,908
+160
+3% +$10.7K 0.25% 98
2024
Q4 		$380K Buy
5,748
+396
+7% +$26.9K 0.25% 94
2024
Q3 		$353K Buy
5,352
+632
+13% +$39.7K 0.24% 102
2024
Q2 		$286K Sell
4,720
-3,568
-43% -$217K 0.22% 107
2024
Q1 		$518K Buy
8,288
+156
+2% +$9.22K 0.4% 62
2023
Q4 		$473K Buy
8,132
+508
+7% +$27.1K 0.46% 63
2023
Q3 		$397K Hold
7,624
– – 0.43% 76
2023
Q2 		$422K Buy
7,624
+252
+3% +$13.2K 0.44% 71
2023
Q1 		$379K Sell
7,372
-1,680
-19% -$89.4K 0.43% 76
2022
Q4 		$461K Buy
9,052
+596
+7% +$30.4K 0.55% 52
2022
Q3 		$397K Buy
+8,456
New +$442K 0.52% 54

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

National Wealth Management Group's VO Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $21.5K and leaving 12,731 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #77.

National Wealth Management Group first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q3 2025. 739 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • National Wealth Management Group held 12,731 shares of Vanguard Mid-Cap ETF worth $1.03M as of Q2 2026.
  • National Wealth Management Group sold 277 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Mid-Cap ETF made up 0.32% of National Wealth Management Group's portfolio in Q2 2026, its #77 holding.
  • National Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • National Wealth Management Group's Vanguard Mid-Cap ETF position peaked at $1.63M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.