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OLIO Financial Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

OLIO Financial Planning’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 		$1.4M Sell
17,384
-924
-5% -$71.6K 0.35% 20
2026
Q1 		$1.31M Sell
18,308
-1,156
-6% -$85.9K 0.36% 20
2025
Q4 		$1.41M Buy
19,464
+220
+1% +$16K 0.4% 19
2025
Q3 		$1.41M Buy
19,244
+1,308
+7% +$93.9K 0.41% 19
2025
Q2 		$1.25M Sell
17,936
-3,308
-16% -$217K 0.4% 19
2025
Q1 		$1.37M Buy
21,244
+128
+0.6% +$8.59K 0.47% 19
2024
Q4 		$1.39M Buy
21,116
+936
+5% +$63.5K 0.49% 23
2024
Q3 		$1.18M Hold
20,180
– – 0.5% 24
2024
Q2 		$1.18M Hold
20,180
– – 0.5% 24
2024
Q1 		$1.18M Hold
20,180
– – 0.5% 24
2023
Q4 		$1.18M Buy
20,180
+1,780
+10% +$95.1K 0.49% 24
2023
Q3 		$958K Buy
18,400
+116
+0.6% +$6.36K 0.45% 26
2023
Q2 		$1.01M Buy
18,284
+3,704
+25% +$194K 0.48% 25
2023
Q1 		$769K Sell
14,580
-84
-0.6% -$4.47K 0.4% 24
2022
Q4 		$747K Sell
14,664
-388
-3% -$19.8K 0.41% 25
2022
Q3 		$707K Sell
15,052
-80
-0.5% -$4.18K 0.42% 25
2022
Q2 		$745K Buy
15,132
+2,836
+23% +$153K 0.42% 25
2022
Q1 		$731K Buy
12,296
+1,320
+12% +$77.4K 0.42% 27
2021
Q4 		$699K Buy
+10,976
New +$688K 0.42% 23

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

OLIO Financial Planning's VO Position: Q2 2026 in Review

OLIO Financial Planning reduced its Vanguard Mid-Cap ETF (VO) stake by 5% in Q2 2026, selling an estimated $71.6K and leaving 17,384 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #20.

OLIO Financial Planning first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q3 2025. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • OLIO Financial Planning held 17,384 shares of Vanguard Mid-Cap ETF worth $1.4M as of Q2 2026.
  • OLIO Financial Planning sold 924 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $71.6K.
  • Vanguard Mid-Cap ETF made up 0.35% of OLIO Financial Planning's portfolio in Q2 2026, its #20 holding.
  • OLIO Financial Planning first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Vanguard Mid-Cap ETF position peaked at $1.41M in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.