One Wealth Management Investment & Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

One Wealth Management Investment & Advisory Services’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	$364K	Sell	4,520 -284	-6%	-$22K	0.38%	34
2026 Q1	$345K	Hold	4,804	–	–	0.42%	38
2025 Q4	$349K	Hold	4,804	–	–	0.38%	40
2025 Q3	$353K	Sell	4,804 -316	-6%	-$22.7K	0.41%	37
2025 Q2	$358K	Sell	5,120 -268	-5%	-$17.6K	0.46%	36
2025 Q1	$348K	Hold	5,388	–	–	0.58%	32
2024 Q4	$356K	Sell	5,388 -24	-0.4%	-$1.63K	0.56%	31
2024 Q3	$357K	Sell	5,412 -292	-5%	-$18.3K	0.63%	31
2024 Q2	$345K	Sell	5,704 -284	-5%	-$17.3K	0.14%	80
2024 Q1	$374K	Sell	5,988 -3,160	-35%	-$187K	0.15%	77
2023 Q4	$532K	Buy	+9,148	New	+$489K	0.24%	69

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 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

One Wealth Management Investment & Advisory Services's VO Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Vanguard Mid-Cap ETF (VO) stake by 5.9% in Q2 2026, selling an estimated $22K and leaving 4,520 shares worth $364K. The position accounts for 0.38% of the portfolio, ranked #34.

One Wealth Management Investment & Advisory Services first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold VO as of Q2 2026.

One Wealth Management Investment & Advisory Services held 4,520 shares of Vanguard Mid-Cap ETF worth $364K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 284 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $22K.
Vanguard Mid-Cap ETF made up 0.38% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #34 holding.
One Wealth Management Investment & Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's Vanguard Mid-Cap ETF position peaked at $532K in Q4 2023.
1,115 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.