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

Sax 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	$2.28M	Sell	7,927 -17,341	-69%	-$1.34M	0.09%	139
2026 Q1	$1.83M	Hold	25,268	–	–	0.09%	127
2025 Q4	$1.83M	Sell	25,268 -328	-1%	-$23.9K	0.09%	129
2025 Q3	$1.88M	Buy	25,596 +152	+0.6%	+$10.9K	0.1%	113
2025 Q2	$1.78M	Sell	25,444 -2,148	-8%	-$141K	0.11%	110
2025 Q1	$1.78M	Buy	27,592 +3,748	+16%	+$252K	0.13%	91
2024 Q4	$1.57M	Buy	23,844 +152	+0.6%	+$10.3K	0.12%	83
2024 Q3	$1.56M	Sell	23,692 -280	-1%	-$17.6K	0.14%	69
2024 Q2	$1.45M	Sell	23,972 -1,380	-5%	-$83.9K	0.14%	72
2024 Q1	$1.58M	Buy	25,352 +676	+3%	+$40K	0.19%	54
2023 Q4	$1.44M	Buy	24,676 +256	+1%	+$13.7K	0.23%	58
2023 Q3	$1.27M	Sell	24,420 -1,188	-5%	-$65.2K	0.25%	59
2023 Q2	$1.41M	Buy	25,608 +36	+0.1%	+$1.89K	0.28%	52
2023 Q1	$1.35M	Buy	25,572 +16	+0.1%	+$851	0.29%	51
2022 Q4	$1.3M	Sell	25,556 -7,004	-22%	-$357K	0.3%	51
2022 Q3	$1.53M	Buy	32,560 +20	+0.1%	+$1.04K	0.39%	48
2022 Q2	$1.6M	Buy	32,540 +3,984	+14%	+$215K	0.41%	44
2022 Q1	$1.7M	Sell	28,556 -3,488	-11%	-$205K	0.41%	41
2021 Q4	$2.04M	Buy	32,044 +884	+3%	+$55.4K	0.43%	45
2021 Q3	$1.84M	Hold	31,160	–	–	0.44%	44
2021 Q2	$1.85M	Sell	31,160 -32,896	-51%	-$1.91M	0.63%	41
2021 Q1	$3.54M	Buy	64,056 +34,864	+119%	+$1.89M	1.3%	23
2020 Q4	$1.51M	Buy	+29,192	New	+$1.41M	0.69%	40

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

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

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

Sax Wealth Advisors's VO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 69% in Q2 2026, selling an estimated $1.34M and leaving 7,927 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #139.

Sax Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.54M in Q1 2021. 659 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sax Wealth Advisors held 7,927 shares of Vanguard Mid-Cap ETF worth $2.28M as of Q2 2026.
Sax Wealth Advisors sold 17,341 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.34M.
Vanguard Mid-Cap ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Sax Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $3.54M in Q1 2021.
659 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.