Optivise Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Optivise 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	$723K	Buy	8,974 +962	+12%	+$74.6K	0.37%	80
2026 Q1	$575K	Buy	8,012 +380	+5%	+$28.2K	0.35%	81
2025 Q4	$554K	Buy	7,632 +1,120	+17%	+$81.5K	0.32%	87
2025 Q3	$478K	Sell	6,512 -4,360	-40%	-$313K	0.28%	87
2025 Q2	$761K	Buy	10,872 +240	+2%	+$15.8K	0.39%	66
2025 Q1	$687K	Buy	10,632 +356	+3%	+$23.9K	0.39%	66
2024 Q4	$679K	Buy	10,276 +512	+5%	+$34.8K	0.37%	72
2024 Q3	$644K	Buy	9,764 +136	+1%	+$8.54K	0.34%	65
2024 Q2	$583K	Buy	+9,628	New	+$585K	0.31%	75

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Optivise Advisory Services's VO Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $74.6K and bringing the position to 8,974 shares worth $723K. The position accounts for 0.37% of the portfolio, ranked #80.

Optivise Advisory Services first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $761K in Q2 2025. 979 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Optivise Advisory Services held 8,974 shares of Vanguard Mid-Cap ETF worth $723K as of Q2 2026.
Optivise Advisory Services bought 962 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $74.6K.
Vanguard Mid-Cap ETF made up 0.37% of Optivise Advisory Services's portfolio in Q2 2026, its #80 holding.
Optivise Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Vanguard Mid-Cap ETF position peaked at $761K in Q2 2025.
979 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.