RFM
VO icon

Royal Fund Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Royal Fund Management’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 		$2.5M Sell
31,060
-276
-0.9% -$21.4K 0.21% 127
2026
Q1 		$2.26M Buy
31,336
+1,052
+3% +$78.2K 0.21% 128
2025
Q4 		$2.2M Buy
30,284
+5,912
+24% +$430K 0.2% 132
2025
Q3 		$1.79M Sell
24,372
-1,268
-5% -$91.1K 0.21% 126
2025
Q2 		$1.8M Buy
25,640
+476
+2% +$31.2K 0.18% 152
2025
Q1 		$1.64M Buy
25,164
+640
+3% +$43K 0.18% 151
2024
Q4 		$1.64M Sell
24,524
-24,132
-50% -$1.64M 0.15% 142
2024
Q3 		$3.24M Buy
48,656
+24,744
+103% +$1.55M 0.19% 124
2024
Q2 		$1.46M Sell
23,912
-113,696
-83% -$6.91M 0.12% 156
2024
Q1 		$8.6M Buy
137,608
+980
+0.7% +$57.9K 0.85% 26
2023
Q4 		$7.95M Sell
136,628
-584
-0.4% -$31.2K 0.88% 27
2023
Q3 		$7.14M Buy
137,212
+984
+0.7% +$54K 0.97% 28
2023
Q2 		$7.5M Buy
136,228
+648
+0.5% +$34K 0.93% 24
2023
Q1 		$7.15M Sell
135,580
-8,200
-6% -$436K 1.02% 23
2022
Q4 		$7.33M Buy
143,780
+7,004
+5% +$357K 1.17% 21
2022
Q3 		$6.43M Sell
136,776
-21,156
-13% -$1.11M 1.17% 20
2022
Q2 		$7.78M Sell
157,932
-4,624
-3% -$250K 1.29% 17
2022
Q1 		$9.66M Buy
162,556
+19,212
+13% +$1.13M 1.4% 17
2021
Q4 		$9.13M Buy
143,344
+1,016
+0.7% +$63.7K 1.31% 18
2021
Q3 		$8.42M Sell
142,328
-5,684
-4% -$343K 1.23% 14
2021
Q2 		$8.78M Buy
148,012
+5,988
+4% +$347K 1.45% 15
2021
Q1 		$7.86M Buy
142,024
+8,728
+7% +$474K 1.44% 17
2020
Q4 		$6.89M Buy
133,296
+3,172
+2% +$154K 1.46% 15
2020
Q3 		$5.73M Buy
130,124
+79,088
+155% +$3.45M 1.47% 14
2020
Q2 		$2.09M Sell
51,036
-53,196
-51% -$2.04M 0.74% 60
2020
Q1 		$3.43M Sell
104,232
-70,176
-40% -$2.91M 1.4% 14
2019
Q4 		$7.77M Buy
174,408
+8,016
+5% +$344K 1.98% 12
2019
Q3 		$6.97M Buy
166,392
+13,016
+8% +$544K 1.94% 15
2019
Q2 		$6.41M Buy
153,376
+23,124
+18% +$946K 1.9% 16
2019
Q1 		$5.23M Buy
130,252
+22,432
+21% +$863K 1.67% 20
2018
Q4 		$3.72M Buy
107,820
+14,104
+15% +$529K 1.51% 25
2018
Q3 		$3.85M Buy
93,716
+2,832
+3% +$116K 1.2% 34
2018
Q2 		$3.58M Buy
90,884
+19,460
+27% +$764K 1.18% 34
2018
Q1 		$2.75M Sell
71,424
-1,560
-2% -$61.4K 1.01% 33
2017
Q4 		$2.82M Buy
72,984
+384
+0.5% +$14.5K 1.01% 33
2017
Q3 		$2.67M Buy
72,600
+21,376
+42% +$771K 1.06% 35
2017
Q2 		$1.82M Buy
51,224
+11,992
+31% +$424K 0.77% 34
2017
Q1 		$1.36M Buy
39,232
+25,908
+194% +$890K 0.66% 31
2016
Q4 		$438K Buy
+13,324
New +$431K 0.24% 45

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

Royal Fund Management's VO Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.88% in Q2 2026, selling an estimated $21.4K and leaving 31,060 shares worth $2.5M. The position accounts for 0.21% of the portfolio, ranked #127.

Royal Fund Management first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.66M in Q1 2022. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Royal Fund Management held 31,060 shares of Vanguard Mid-Cap ETF worth $2.5M as of Q2 2026.
  • Royal Fund Management sold 276 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $21.4K.
  • Vanguard Mid-Cap ETF made up 0.21% of Royal Fund Management's portfolio in Q2 2026, its #127 holding.
  • Royal Fund Management first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Vanguard Mid-Cap ETF position peaked at $9.66M in Q1 2022.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.