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Petros Family Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Petros Family Wealth’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 		$5.33M Sell
66,134
-7,714
-10% -$598K 3.26% 7
2026
Q1 		$5.3M Buy
73,848
+6,240
+9% +$464K 3.78% 5
2025
Q4 		$4.91M Buy
67,608
+64,748
+2,264% +$4.71M 3.27% 5
2025
Q3 		$210K Sell
2,860
-2,076
-42% -$149K 0.18% 120
2025
Q2 		$345K Buy
+4,936
New +$324K 0.32% 91

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
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Petros Family Wealth's VO Position: Q2 2026 in Review

Petros Family Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 10% in Q2 2026, selling an estimated $598K and leaving 66,134 shares worth $5.33M. The position accounts for 3.26% of the portfolio, ranked #7.

Petros Family Wealth first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Petros Family Wealth held 66,134 shares of Vanguard Mid-Cap ETF worth $5.33M as of Q2 2026.
  • Petros Family Wealth sold 7,714 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $598K.
  • Vanguard Mid-Cap ETF made up 3.26% of Petros Family Wealth's portfolio in Q2 2026, its #7 holding.
  • Petros Family Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.