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Regent Peak Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Regent Peak Wealth Advisors’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 		$383K Buy
4,754
+2
+0% +$155 0.07% 124
2026
Q1 		$341K Sell
4,752
-140
-3% -$10.4K 0.07% 129
2025
Q4 		$355K Buy
4,892
+4
+0.1% +$291 0.07% 122
2025
Q3 		$359K Buy
+4,888
New +$351K 0.07% 117
2025
Q1 		$343K Sell
5,304
-312
-6% -$20.9K 0.08% 108
2024
Q4 		$371K Buy
5,616
+4
+0.1% +$272 0.08% 104
2024
Q3 		$370K Sell
5,612
-396
-7% -$24.9K 0.09% 103
2024
Q2 		$364K Sell
6,008
-328
-5% -$19.9K 0.08% 109
2024
Q1 		$396K Buy
6,336
+644
+11% +$38.1K 0.1% 98
2023
Q4 		$331K Sell
5,692
-324
-5% -$17.3K 0.09% 104
2023
Q3 		$313K Sell
6,016
-8
-0.1% -$439 0.1% 107
2023
Q2 		$332K Buy
6,024
+168
+3% +$8.81K 0.1% 98
2023
Q1 		$309K Buy
5,856
+4
+0.1% +$213 0.1% 103
2022
Q4 		$298K Sell
5,852
-192
-3% -$9.78K 0.1% 118
2022
Q3 		$284K Buy
6,044
+120
+2% +$6.27K 0.1% 119
2022
Q2 		$291K Hold
5,924
– – 0.1% 121
2022
Q1 		$352K Sell
5,924
-432
-7% -$25.3K 0.1% 113
2021
Q4 		$405K Buy
6,356
+584
+10% +$36.6K 0.11% 105
2021
Q3 		$342K Hold
5,772
– – 0.1% 116
2021
Q2 		$347K Sell
5,772
-36
-0.6% -$2.09K 0.1% 113
2021
Q1 		$321K Sell
5,808
-3,392
-37% -$184K 0.11% 113
2020
Q4 		$476K Buy
9,200
+452
+5% +$21.9K 0.16% 86
2020
Q3 		$386K Buy
8,748
+4
+0% +$174 0.16% 86
2020
Q2 		$358K Sell
8,744
-3,288
-27% -$126K 0.16% 79
2020
Q1 		$396K Sell
12,032
-3,128
-21% -$130K 0.22% 71
2019
Q4 		$675K Buy
+15,160
New +$651K 0.31% 61

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
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Regent Peak Wealth Advisors's VO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, buying an estimated $155 and bringing the position to 4,754 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #124.

Regent Peak Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $675K in Q4 2019. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Regent Peak Wealth Advisors held 4,754 shares of Vanguard Mid-Cap ETF worth $383K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 2 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $155.
  • Vanguard Mid-Cap ETF made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $675K in Q4 2019.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.