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Optima Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Optima Capital’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 		$1.82M Buy
22,550
+354
+2% +$27.4K 0.72% 39
2026
Q1 		$1.59M Buy
22,196
+2,484
+13% +$185K 0.74% 41
2025
Q4 		$1.43M Sell
19,712
-13,732
-41% -$999K 0.62% 48
2025
Q3 		$2.46M Buy
33,444
+15,112
+82% +$1.09M 1.19% 28
2025
Q2 		$1.28M Buy
18,332
+3,104
+20% +$204K 0.69% 46
2025
Q1 		$985K Buy
15,228
+5,228
+52% +$351K 0.63% 42
2024
Q4 		$660K Buy
+10,000
New +$679K 0.46% 66

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

Optima Capital's VO Position: Q2 2026 in Review

Optima Capital increased its Vanguard Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $27.4K and bringing the position to 22,550 shares worth $1.82M. The position accounts for 0.72% of the portfolio, ranked #39.

Optima Capital first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q3 2025. 936 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Optima Capital held 22,550 shares of Vanguard Mid-Cap ETF worth $1.82M as of Q2 2026.
  • Optima Capital bought 354 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $27.4K.
  • Vanguard Mid-Cap ETF made up 0.72% of Optima Capital's portfolio in Q2 2026, its #39 holding.
  • Optima Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Vanguard Mid-Cap ETF position peaked at $2.46M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.