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

Scott Capital 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 		$16.7M Sell
207,638
-282
-0.1% -$21.9K 2.62% 15
2026
Q1 		$15.4M Buy
207,920
+1,192
+0.6% +$88.6K 3.13% 11
2025
Q4 		$15M Sell
206,728
-2,128
-1% -$155K 3.32% 10
2025
Q3 		$15.4M Buy
208,856
+27,832
+15% +$2M 3.49% 9
2025
Q2 		$12.8M Sell
181,024
-2,932
-2% -$192K 3.47% 9
2025
Q1 		$11.9M Sell
183,956
-10,992
-6% -$738K 3.55% 10
2024
Q4 		$12.9M Buy
194,948
+2,744
+1% +$186K 3.7% 9
2024
Q3 		$12.7M Buy
192,204
+1,448
+0.8% +$90.9K 3.6% 9
2024
Q2 		$11.5M Buy
190,756
+47,128
+33% +$2.86M 3.4% 9
2024
Q1 		$8.88M Buy
143,628
+1,496
+1% +$88.4K 2.7% 12
2023
Q4 		$8.27M Sell
142,132
-26,040
-15% -$1.39M 2.77% 12
2023
Q3 		$8.8M Sell
168,172
-2,252
-1% -$124K 3.5% 8
2023
Q2 		$9.38M Buy
170,424
+840
+0.5% +$44K 4.04% 7
2023
Q1 		$8.94M Buy
169,584
+528
+0.3% +$28.1K 4.31% 6
2022
Q4 		$8.61M Buy
169,056
+1,328
+0.8% +$67.6K 4.88% 5
2022
Q3 		$7.88M Buy
167,728
+1,608
+1% +$84K 5.38% 5
2022
Q2 		$8.18M Sell
166,120
-95,644
-37% -$5.17M 5.54% 5
2022
Q1 		$15.6M Sell
261,764
-75,220
-22% -$4.41M 9.16% 3
2021
Q4 		$21.5M Buy
+336,984
New +$21.1M 13.08% 3

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

Scott Capital Advisors's VO Position: Q2 2026 in Review

Scott Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.14% in Q2 2026, selling an estimated $21.9K and leaving 207,638 shares worth $16.7M. The position accounts for 2.62% of the portfolio, ranked #15.

Scott Capital Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.5M in Q4 2021. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Scott Capital Advisors held 207,638 shares of Vanguard Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Scott Capital Advisors sold 282 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Mid-Cap ETF made up 2.62% of Scott Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Scott Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Scott Capital Advisors's Vanguard Mid-Cap ETF position peaked at $21.5M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.