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Riversedge Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Riversedge 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 		– Sell
-2,796
Closed -$201K – 328
2026
Q1 		$201K Hold
2,796
– – 0.03% 211
2025
Q4 		$203K Sell
2,796
-1,772
-39% -$129K 0.03% 205
2025
Q3 		$335K Buy
4,568
+1,032
+29% +$74.1K 0.06% 110
2025
Q2 		$247K Buy
+3,536
New +$232K 0.05% 104

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Riversedge Advisors's VO Position: Q2 2026 in Review

Riversedge Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 2,796 shares — an estimated $201K sold.

Riversedge Advisors first reported a position in VO in Q2 2025 and held it in 4 quarters. The position peaked at $335K in Q3 2025. 836 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Riversedge Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Riversedge Advisors sold 2,796 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $201K.
  • Riversedge Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and held it in 4 quarters.
  • Riversedge Advisors's Vanguard Mid-Cap ETF position peaked at $335K in Q3 2025.
  • 836 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.