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

New Perspectives 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 		$2.83M Sell
35,127
-261
-0.7% -$20.2K 0.87% 12
2026
Q1 		$2.54M Sell
35,388
-384
-1% -$28.5K 0.88% 12
2025
Q4 		$2.6M Sell
35,772
-332
-0.9% -$24.2K 0.9% 12
2025
Q3 		$2.65M Buy
36,104
+300
+0.8% +$21.5K 1.19% 12
2025
Q2 		$2.5M Sell
35,804
-1,460
-4% -$95.8K 1.24% 10
2025
Q1 		$2.41M Sell
37,264
-1,364
-4% -$91.5K 1.29% 11
2024
Q4 		$2.55M Sell
38,628
-112
-0.3% -$7.6K 1.37% 11
2024
Q3 		$2.56M Sell
38,740
-172
-0.4% -$10.8K 1.36% 11
2024
Q2 		$2.36M Sell
38,912
-340
-0.9% -$20.7K 1.26% 10
2024
Q1 		$2.45M Buy
+39,252
New +$2.32M 1.36% 9
2022
Q4 		$2.23M Buy
43,716
+2,448
+6% +$125K 1.71% 8
2022
Q3 		$1.94M Buy
41,268
+668
+2% +$34.9K 1.67% 9
2022
Q2 		$2M Buy
40,600
+8
+0% +$432 1.63% 10
2022
Q1 		$2.41M Buy
40,592
+12
+0% +$704 1.74% 9
2021
Q4 		$2.58M Sell
40,580
-204
-0.5% -$12.8K 1.83% 9
2021
Q3 		$2.41M Buy
40,784
+8
+0% +$483 1.78% 10
2021
Q2 		$2.42M Buy
+40,776
New +$2.36M 1.88% 9

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
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

New Perspectives Inc's VO Position: Q2 2026 in Review

New Perspectives Inc reduced its Vanguard Mid-Cap ETF (VO) stake by 0.74% in Q2 2026, selling an estimated $20.2K and leaving 35,127 shares worth $2.83M. The position accounts for 0.87% of the portfolio, ranked #12.

New Perspectives Inc first reported a position in VO in Q2 2021 and has held it in 17 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • New Perspectives Inc held 35,127 shares of Vanguard Mid-Cap ETF worth $2.83M as of Q2 2026.
  • New Perspectives Inc sold 261 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $20.2K.
  • Vanguard Mid-Cap ETF made up 0.87% of New Perspectives Inc's portfolio in Q2 2026, its #12 holding.
  • New Perspectives Inc first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.