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Patriot Investment Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Patriot Investment Management Group’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 		$16.7M Sell
207,314
-4,338
-2% -$336K 0.97% 16
2026
Q1 		$15.2M Sell
211,652
-460
-0.2% -$34.2K 0.97% 18
2025
Q4 		$15.4M Sell
212,112
-14,464
-6% -$1.05M 0.98% 16
2025
Q3 		$16.6M Sell
226,576
-5,656
-2% -$406K 1.09% 15
2025
Q2 		$16.2M Sell
232,232
-1,820
-0.8% -$119K 1.12% 16
2025
Q1 		$15.1M Sell
234,052
-6,048
-3% -$406K 1.14% 16
2024
Q4 		$15.9M Sell
240,100
-7,228
-3% -$491K 1.19% 15
2024
Q3 		$16.3M Sell
247,328
-1,460
-0.6% -$91.7K 1.2% 15
2024
Q2 		$15.1M Sell
248,788
-180
-0.1% -$10.9K 1.18% 15
2024
Q1 		$15.6M Sell
248,968
-53,124
-18% -$3.14M 1.23% 13
2023
Q4 		$17.6M Sell
302,092
-4,240
-1% -$227K 1.5% 11
2023
Q3 		$15.9M Sell
306,332
-10,996
-3% -$603K 1.46% 10
2023
Q2 		$17.5M Sell
317,328
-184
-0.1% -$9.65K 1.47% 13
2023
Q1 		$16.7M Buy
317,512
+440
+0.1% +$23.4K 1.47% 14
2022
Q4 		$17.4M Sell
317,072
-6,108
-2% -$311K 1.51% 14
2022
Q3 		$15.2M Buy
323,180
+5,148
+2% +$269K 1.57% 14
2022
Q2 		$15.7M Sell
318,032
-5,188
-2% -$280K 1.53% 14
2022
Q1 		$19.2M Buy
323,220
+240
+0.1% +$14.1K 1.67% 13
2021
Q4 		$20.6M Sell
322,980
-16,044
-5% -$1.01M 1.74% 12
2021
Q3 		$20.1M Sell
339,024
-140,740
-29% -$8.5M 1.81% 11
2021
Q2 		$28.5M Sell
479,764
-56,640
-11% -$3.28M 2.64% 10
2021
Q1 		$29.7M Buy
536,404
+110,684
+26% +$6.01M 2.94% 9
2020
Q4 		$22M Sell
425,720
-197,516
-32% -$9.56M 3.33% 8
2020
Q3 		$27.5M Sell
623,236
-21,256
-3% -$926K 3.28% 9
2020
Q2 		$26.4M Buy
644,492
+488
+0.1% +$18.7K 3.34% 7
2020
Q1 		$21.2M Buy
644,004
+21,136
+3% +$875K 3.22% 7
2019
Q4 		$27.7M Sell
622,868
-57,844
-8% -$2.48M 3.59% 6
2019
Q3 		$28.5M Sell
680,712
-11,620
-2% -$486K 3.94% 4
2019
Q2 		$28.9M Sell
692,332
-1,732
-0.2% -$70.9K 4.05% 3
2019
Q1 		$27.9M Buy
+694,064
New +$26.7M 4.1% 4

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

Patriot Investment Management Group's VO Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Mid-Cap ETF (VO) stake by 2% in Q2 2026, selling an estimated $336K and leaving 207,314 shares worth $16.7M. The position accounts for 0.97% of the portfolio, ranked #16.

Patriot Investment Management Group first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $29.7M in Q1 2021. 933 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Patriot Investment Management Group held 207,314 shares of Vanguard Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Patriot Investment Management Group sold 4,338 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $336K.
  • Vanguard Mid-Cap ETF made up 0.97% of Patriot Investment Management Group's portfolio in Q2 2026, its #16 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Vanguard Mid-Cap ETF position peaked at $29.7M in Q1 2021.
  • 933 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.