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Noble Wealth Management PBC’s Vanguard Mid-Cap ETF VO Stock Holding History

Noble Wealth Management PBC’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 		$827K Sell
10,269
-11
-0.1% -$853 0.37% 75
2026
Q1 		$738K Sell
10,280
-100
-1% -$7.43K 0.37% 70
2025
Q4 		$753K Sell
10,380
-352
-3% -$25.6K 0.38% 64
2025
Q3 		$788K Buy
+10,732
New +$771K 0.42% 64
2025
Q1 		$669K Buy
10,352
+728
+8% +$48.9K 0.46% 64
2024
Q4 		$636K Buy
+9,624
New +$653K 0.44% 68

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

Noble Wealth Management PBC's VO Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Mid-Cap ETF (VO) stake by 0.11% in Q2 2026, selling an estimated $853 and leaving 10,269 shares worth $827K. The position accounts for 0.37% of the portfolio, ranked #75.

Noble Wealth Management PBC first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Noble Wealth Management PBC held 10,269 shares of Vanguard Mid-Cap ETF worth $827K as of Q2 2026.
  • Noble Wealth Management PBC sold 11 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $853.
  • Vanguard Mid-Cap ETF made up 0.37% of Noble Wealth Management PBC's portfolio in Q2 2026, its #75 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.