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

Private 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	$895K	Hold	11,112	–	–	0.35%	37
2026 Q1	$798K	Hold	11,112	–	–	0.37%	35
2025 Q4	$806K	Hold	11,112	–	–	0.39%	36
2025 Q3	$816K	Hold	11,112	–	–	0.41%	34
2025 Q2	$777K	Hold	11,112	–	–	0.41%	32
2025 Q1	$718K	Hold	11,112	–	–	0.42%	33
2024 Q4	$734K	Sell	11,112 -192	-2%	-$13K	0.36%	40
2024 Q3	$746K	Hold	11,304	–	–	0.37%	40
2024 Q2	$684K	Hold	11,304	–	–	0.36%	40
2024 Q1	$706K	Hold	11,304	–	–	0.37%	39
2023 Q4	$657K	Hold	11,304	–	–	0.37%	38
2023 Q3	$588K	Hold	11,304	–	–	0.39%	35
2023 Q2	$622K	Hold	11,304	–	–	0.64%	33
2023 Q1	$596K	Hold	11,304	–	–	0.82%	33
2022 Q4	$576K	Buy	+11,304	New	+$576K	0.82%	32

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Private Wealth Group held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 11,112 shares worth $895K. The position accounts for 0.35% of the portfolio, ranked #37.

Private Wealth Group first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Wealth Group held 11,112 shares of Vanguard Mid-Cap ETF worth $895K as of Q2 2026.
Private Wealth Group left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.35% of Private Wealth Group's portfolio in Q2 2026, its #37 holding.
Private Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.