NLP
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Next Level Private’s Vanguard Mid-Cap ETF VO Stock Holding History

Next Level Private’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 		$2.14M Sell
26,586
-94
-0.4% -$7.29K 0.42% 53
2026
Q1 		$1.92M Buy
26,680
+16
+0.1% +$1.19K 0.43% 51
2025
Q4 		$1.93M Sell
26,664
-560
-2% -$40.7K 0.51% 45
2025
Q3 		$2.01M Sell
27,224
-336
-1% -$24.1K 0.58% 42
2025
Q2 		$1.93M Buy
27,560
+104
+0.4% +$6.83K 0.63% 39
2025
Q1 		$1.78M Sell
27,456
-24
-0.1% -$1.61K 0.66% 39
2024
Q4 		$1.81M Sell
27,480
-8
-0% -$543 0.73% 37
2024
Q3 		$1.81M Buy
27,488
+148
+0.5% +$9.29K 0.74% 36
2024
Q2 		$1.65M Buy
27,340
+8
+0% +$486 0.76% 35
2024
Q1 		$1.71M Sell
27,332
-80
-0.3% -$4.73K 0.78% 35
2023
Q4 		$1.59M Sell
27,412
-228
-0.8% -$12.2K 0.9% 30
2023
Q3 		$1.42M Buy
27,640
+16
+0.1% +$877 0.94% 30
2023
Q2 		$1.53M Buy
27,624
+372
+1% +$19.5K 0.99% 26
2023
Q1 		$1.44M Buy
27,252
+92
+0.3% +$4.89K 1.13% 27
2022
Q4 		$1.42M Sell
27,160
-764
-3% -$38.9K 1.04% 26
2022
Q3 		$1.39M Buy
27,924
+17,856
+177% +$933K 1.23% 24
2022
Q2 		$496K Sell
10,068
-17,772
-64% -$960K 0.19% 85
2022
Q1 		$1.66M Buy
27,840
+1,032
+4% +$60.5K 1.34% 22
2021
Q4 		$1.71M Buy
+26,808
New +$1.68M 1.43% 22

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Next Level Private's VO Position: Q2 2026 in Review

Next Level Private reduced its Vanguard Mid-Cap ETF (VO) stake by 0.35% in Q2 2026, selling an estimated $7.29K and leaving 26,586 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #53.

Next Level Private first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Next Level Private held 26,586 shares of Vanguard Mid-Cap ETF worth $2.14M as of Q2 2026.
  • Next Level Private sold 94 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $7.29K.
  • Vanguard Mid-Cap ETF made up 0.42% of Next Level Private's portfolio in Q2 2026, its #53 holding.
  • Next Level Private first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.