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Newport Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Newport Capital 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 		– Sell
-6,500
Closed -$467K – 72
2026
Q1 		$467K Sell
6,500
-84
-1% -$6.24K 0.28% 47
2025
Q4 		$478K Buy
6,584
+4
+0.1% +$291 0.29% 45
2025
Q3 		$483K Hold
6,580
– – 0.3% 45
2025
Q2 		$460K Sell
6,580
-152
-2% -$9.98K 0.31% 37
2025
Q1 		$435K Buy
6,732
+428
+7% +$28.7K 0.31% 37
2024
Q4 		$417K Sell
6,304
-32
-0.5% -$2.17K 0.31% 38
2024
Q3 		$418K Buy
6,336
+376
+6% +$23.6K 0.31% 35
2024
Q2 		$361K Buy
+5,960
New +$362K 0.29% 38

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

Newport Capital Group's VO Position: Q2 2026 in Review

Newport Capital Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 6,500 shares — an estimated $467K sold.

Newport Capital Group first reported a position in VO in Q2 2024 and held it in 8 quarters. The position peaked at $483K in Q3 2025. 834 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Newport Capital Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Newport Capital Group sold 6,500 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $467K.
  • Newport Capital Group first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 8 quarters.
  • Newport Capital Group's Vanguard Mid-Cap ETF position peaked at $483K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Newport Capital Group's 13F filing for Q2 2026, filed 21 Jul 2026.