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Seamount Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Seamount Financial Group’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 		$4.4M Buy
54,593
+2,369
+5% +$184K 1.77% 14
2026
Q1 		$3.75M Buy
52,224
+2,424
+5% +$180K 1.69% 16
2025
Q4 		$3.61M Buy
49,800
+1,652
+3% +$120K 1.64% 18
2025
Q3 		$3.54M Buy
48,148
+3,808
+9% +$273K 1.67% 18
2025
Q2 		$3.1M Buy
44,340
+3,348
+8% +$220K 1.6% 18
2025
Q1 		$2.65M Buy
40,992
+2,276
+6% +$153K 1.8% 15
2024
Q4 		$2.56M Sell
38,716
-744
-2% -$50.5K 1.77% 15
2024
Q3 		$2.6M Buy
39,460
+872
+2% +$54.8K 1.96% 14
2024
Q2 		$2.34M Buy
38,588
+1,736
+5% +$105K 1.91% 15
2024
Q1 		$2.3M Buy
36,852
+1,640
+5% +$96.9K 2.02% 13
2023
Q4 		$2.05M Buy
+35,212
New +$1.88M 1.96% 16

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

Seamount Financial Group's VO Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 4.5% in Q2 2026, buying an estimated $184K and bringing the position to 54,593 shares worth $4.4M. The position accounts for 1.77% of the portfolio, ranked #14.

Seamount Financial Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Seamount Financial Group held 54,593 shares of Vanguard Mid-Cap ETF worth $4.4M as of Q2 2026.
  • Seamount Financial Group bought 2,369 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Mid-Cap ETF made up 1.77% of Seamount Financial Group's portfolio in Q2 2026, its #14 holding.
  • Seamount Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.