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Optas LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Optas LLC’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 		$3.28M Sell
40,703
-5,913
-13% -$458K 0.46% 30
2026
Q1 		$3.35M Sell
46,616
-440
-0.9% -$32.7K 0.51% 24
2025
Q4 		$3.41M Sell
47,056
-29,640
-39% -$2.16M 0.53% 26
2025
Q3 		$5.63M Sell
76,696
-33,796
-31% -$2.43M 0.96% 18
2025
Q2 		$7.73M Sell
110,492
-126,020
-53% -$8.27M 1.47% 17
2025
Q1 		$15.3M Buy
236,512
+115,912
+96% +$7.78M 2.66% 10
2024
Q4 		$7.96M Buy
120,600
+1,792
+2% +$122K 1.72% 14
2024
Q3 		$7.84M Buy
118,808
+2,516
+2% +$158K 1.8% 14
2024
Q2 		$7.04M Buy
116,292
+1,888
+2% +$115K 1.81% 14
2024
Q1 		$7.15M Buy
114,404
+33,396
+41% +$1.97M 1.95% 14
2023
Q4 		$4.71M Sell
81,008
-107,144
-57% -$5.72M 1.42% 17
2023
Q3 		$9.8M Buy
188,152
+116,836
+164% +$6.41M 3.26% 9
2023
Q2 		$3.93M Sell
71,316
-29,312
-29% -$1.54M 1.31% 15
2023
Q1 		$5.31M Buy
100,628
+95,328
+1,799% +$5.07M 1.89% 12
2022
Q4 		$270K Buy
+5,300
New +$270K 0.11% 119

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

Optas LLC's VO Position: Q2 2026 in Review

Optas LLC reduced its Vanguard Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $458K and leaving 40,703 shares worth $3.28M. The position accounts for 0.46% of the portfolio, ranked #30.

Optas LLC first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.3M in Q1 2025. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Optas LLC held 40,703 shares of Vanguard Mid-Cap ETF worth $3.28M as of Q2 2026.
  • Optas LLC sold 5,913 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $458K.
  • Vanguard Mid-Cap ETF made up 0.46% of Optas LLC's portfolio in Q2 2026, its #30 holding.
  • Optas LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Optas LLC's Vanguard Mid-Cap ETF position peaked at $15.3M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.