NWWA
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New Wave Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

New Wave Wealth Advisors’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 		$2.53M Buy
31,385
+6,645
+27% +$515K 0.69% 35
2026
Q1 		$1.78M Sell
24,740
-1,772
-7% -$132K 0.62% 37
2025
Q4 		$1.92M Buy
+26,512
New +$1.93M 0.7% 33

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

New Wave Wealth Advisors's VO Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 27% in Q2 2026, buying an estimated $515K and bringing the position to 31,385 shares worth $2.53M. The position accounts for 0.69% of the portfolio, ranked #35.

New Wave Wealth Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,116 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • New Wave Wealth Advisors held 31,385 shares of Vanguard Mid-Cap ETF worth $2.53M as of Q2 2026.
  • New Wave Wealth Advisors bought 6,645 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $515K.
  • Vanguard Mid-Cap ETF made up 0.69% of New Wave Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • New Wave Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.