Orgel Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Orgel Wealth Management’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	$472K	Buy	+5,856	New	+$454K	0.01%	88
2022 Q2	–	Sell	-6,048	Closed	-$360K	–	75
2022 Q1	$360K	Sell	6,048 -80	-1%	-$4.69K	0.02%	43
2021 Q4	$390K	Buy	6,128 +972	+19%	+$60.9K	0.04%	39
2021 Q3	$305K	Hold	5,156	–	–	0.03%	43
2021 Q2	$306K	Hold	5,156	–	–	0.04%	42
2021 Q1	$285K	Hold	5,156	–	–	0.04%	41
2020 Q4	$267K	Hold	5,156	–	–	0.05%	41
2020 Q3	$227K	Sell	5,156 -108	-2%	-$4.71K	0.06%	51
2020 Q2	$216K	Buy	+5,264	New	+$202K	0.08%	47
2020 Q1	–	Sell	-4,672	Closed	-$208K	–	56
2019 Q4	$208K	Buy	+4,672	New	+$201K	0.06%	49
2018 Q1	–	Sell	-6,552	Closed	-$254K	–	46
2017 Q4	$254K	Buy	+6,552	New	+$247K	0.06%	36

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management's VO Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 5,856 shares worth $472K. The stake represents 0.01% of the portfolio and ranks #88 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in VO as recently as Q1 2022.

Orgel Wealth Management first reported a position in VO in Q4 2017 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Orgel Wealth Management held 5,856 shares of Vanguard Mid-Cap ETF worth $472K as of Q2 2026.
Vanguard Mid-Cap ETF was a new Orgel Wealth Management position in Q2 2026.
Vanguard Mid-Cap ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #88 holding.
Orgel Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 11 quarters since.
455 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.