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Roger Wittlin Investment Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Roger Wittlin Investment Advisory’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 		$4.67M Sell
58,010
-166
-0.3% -$12.9K 3.67% 7
2026
Q1 		$4.18M Sell
58,176
-6,264
-10% -$465K 3.42% 8
2025
Q4 		$4.68M Sell
64,440
-10,444
-14% -$760K 3.27% 9
2025
Q3 		$5.5M Sell
74,884
-320
-0.4% -$23K 3.06% 9
2025
Q2 		$5.26M Sell
75,204
-2,664
-3% -$175K 2.93% 9
2025
Q1 		$5.03M Sell
77,868
-1,148
-1% -$77K 2.95% 9
2024
Q4 		$5.22M Buy
79,016
+348
+0.4% +$23.6K 2.92% 9
2024
Q3 		$5.19M Sell
78,668
-212
-0.3% -$13.3K 2.99% 11
2024
Q2 		$4.77M Sell
78,880
-2,016
-2% -$123K 3.06% 11
2024
Q1 		$5.05M Sell
80,896
-4,660
-5% -$275K 3.54% 8
2023
Q4 		$4.98M Buy
85,556
+5,100
+6% +$272K 3.68% 9
2023
Q3 		$4.19M Buy
80,456
+3,720
+5% +$204K 3.56% 11
2023
Q2 		$4.22M Sell
76,736
-3,584
-4% -$188K 3.42% 11
2023
Q1 		$4.24M Sell
80,320
-23,460
-23% -$1.25M 3.79% 12
2022
Q4 		$5.29M Buy
103,780
+98,568
+1,891% +$5.02M 5.28% 7
2022
Q3 		$244K Sell
5,212
-149,068
-97% -$7.79M 6.63% 6
2022
Q2 		$7.6M Sell
154,280
-87,744
-36% -$4.74M 7.5% 4
2022
Q1 		$14.4M Buy
242,024
+848
+0.4% +$49.8K 13.25% 2
2021
Q4 		$15.4M Buy
+241,176
New +$15.1M 12.07% 2

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
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
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

Roger Wittlin Investment Advisory's VO Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Vanguard Mid-Cap ETF (VO) stake by 0.29% in Q2 2026, selling an estimated $12.9K and leaving 58,010 shares worth $4.67M. The position accounts for 3.67% of the portfolio, ranked #7.

Roger Wittlin Investment Advisory first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.4M in Q4 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Roger Wittlin Investment Advisory held 58,010 shares of Vanguard Mid-Cap ETF worth $4.67M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 166 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Mid-Cap ETF made up 3.67% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #7 holding.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Roger Wittlin Investment Advisory's Vanguard Mid-Cap ETF position peaked at $15.4M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.