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Portside Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Portside Wealth 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 		$604K Buy
+7,492
New +$581K 0.07% 267
2025
Q2 		– Sell
-3,696
Closed -$239K – 479
2025
Q1 		$239K Sell
3,696
-368
-9% -$24.7K 0.04% 377
2024
Q4 		$268K Buy
+4,064
New +$276K 0.04% 345

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
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
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

Portside Wealth Group's VO Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 7,492 shares worth $604K. The stake represents 0.07% of the portfolio and ranks #267 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in VO as recently as Q1 2025.

Portside Wealth Group first reported a position in VO in Q4 2024 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Portside Wealth Group held 7,492 shares of Vanguard Mid-Cap ETF worth $604K as of Q2 2026.
  • Vanguard Mid-Cap ETF was a new Portside Wealth Group position in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #267 holding.
  • Portside Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.