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Outbound Financial Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Outbound Financial Inc’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 		$885K Hold
10,988
– – 0.57% 29
2026
Q1 		$789K Hold
10,988
– – 0.59% 28
2025
Q4 		$797K Hold
10,988
– – 0.62% 27
2025
Q3 		$807K Hold
10,988
– – 0.66% 27
2025
Q2 		$769K Buy
+10,988
New +$721K 0.7% 27

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

Outbound Financial Inc's VO Position: Q2 2026 in Review

Outbound Financial Inc held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 10,988 shares worth $885K. The position accounts for 0.57% of the portfolio, ranked #29.

Outbound Financial Inc first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Outbound Financial Inc held 10,988 shares of Vanguard Mid-Cap ETF worth $885K as of Q2 2026.
  • Outbound Financial Inc left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.57% of Outbound Financial Inc's portfolio in Q2 2026, its #29 holding.
  • Outbound Financial Inc first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.