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

RVW Wealth’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 		$523K Sell
6,487
-1
-0% -$78 0.03% 113
2026
Q1 		$466K Hold
6,488
– – 0.04% 118
2025
Q4 		$471K Hold
6,488
– – 0.04% 113
2025
Q3 		$476K Sell
6,488
-132
-2% -$9.48K 0.04% 113
2025
Q2 		$463K Buy
6,620
+348
+6% +$22.8K 0.04% 106
2025
Q1 		$406K Sell
6,272
-800
-11% -$53.7K 0.04% 108
2024
Q4 		$467K Hold
7,072
– – 0.04% 95
2024
Q3 		$466K Hold
7,072
– – 0.04% 99
2024
Q2 		$428K Buy
7,072
+2,508
+55% +$152K 0.04% 98
2024
Q1 		$285K Buy
+4,564
New +$270K 0.03% 121
2023
Q4 		– Sell
-564
Closed -$29.4K – 357
2023
Q3 		$29.4K Buy
+564
New +$30.9K ﹤0.01% 282

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

RVW Wealth's VO Position: Q2 2026 in Review

RVW Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, selling an estimated $78 and leaving 6,487 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #113.

RVW Wealth first reported a position in VO in Q3 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • RVW Wealth held 6,487 shares of Vanguard Mid-Cap ETF worth $523K as of Q2 2026.
  • RVW Wealth sold 1 Vanguard Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Mid-Cap ETF made up 0.03% of RVW Wealth's portfolio in Q2 2026, its #113 holding.
  • RVW Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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