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

Segment Wealth 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	$2.69M	Sell	33,350 -2	-0%	-$155	0.14%	105
2026 Q1	$2.39M	Hold	33,352	–	–	0.14%	108
2025 Q4	$2.42M	Buy	33,352 +7,536	+29%	+$548K	0.14%	98
2025 Q3	$1.9M	Buy	25,816 +1,044	+4%	+$75K	0.11%	113
2025 Q2	$1.73M	Hold	24,772	–	–	0.11%	116
2025 Q1	$1.6M	Buy	24,772 +36	+0.1%	+$2.42K	0.11%	115
2024 Q4	$1.63M	Buy	24,736 +28	+0.1%	+$1.9K	0.11%	107
2024 Q3	$1.63M	Buy	24,708 +8	+0%	+$502	0.11%	115
2024 Q2	$1.49M	Sell	24,700 -60	-0.2%	-$3.65K	0.11%	115
2024 Q1	$1.55M	Buy	24,760 +4,280	+21%	+$253K	0.12%	114
2023 Q4	$1.19M	Sell	20,480 -384	-2%	-$20.5K	0.11%	124
2023 Q3	$1.09M	Buy	20,864 +232	+1%	+$12.7K	0.11%	113
2023 Q2	$1.14M	Buy	20,632 +24	+0.1%	+$1.26K	0.12%	107
2023 Q1	$1.09M	Buy	20,608 +28	+0.1%	+$1.49K	0.12%	100
2022 Q4	$1.05M	Buy	20,580 +40	+0.2%	+$2.04K	0.12%	104
2022 Q3	$965K	Buy	20,540 +28	+0.1%	+$1.46K	0.12%	103
2022 Q2	$1.01M	Buy	20,512 +20	+0.1%	+$1.08K	0.13%	101
2022 Q1	$1.22M	Buy	20,492 +24	+0.1%	+$1.41K	0.13%	107
2021 Q4	$1.3M	Buy	20,468 +24	+0.1%	+$1.5K	0.14%	106
2021 Q3	$1.21M	Buy	20,444 +16	+0.1%	+$967	0.14%	105
2021 Q2	$1.21M	Buy	20,428 +24	+0.1%	+$1.39K	0.14%	103
2021 Q1	$1.13M	Buy	20,404 +16	+0.1%	+$868	0.15%	101
2020 Q4	$1.05M	Buy	20,388 +60	+0.3%	+$2.9K	0.15%	101
2020 Q3	$896K	Buy	20,328 +28	+0.1%	+$1.22K	0.15%	106
2020 Q2	$832K	Hold	20,300	–	–	0.15%	98
2020 Q1	$668K	Buy	20,300 +36	+0.2%	+$1.49K	0.15%	100
2019 Q4	$903K	Buy	20,264 +6,796	+50%	+$292K	0.15%	106
2019 Q3	$564K	Sell	13,468 -1,800	-12%	-$75.2K	0.11%	118
2019 Q2	$638K	Hold	15,268	–	–	0.13%	114
2019 Q1	$614K	Hold	15,268	–	–	0.13%	116
2018 Q4	$527K	Buy	15,268 +1,800	+13%	+$67.6K	0.13%	112
2018 Q3	$553K	Hold	13,468	–	–	0.12%	121
2018 Q2	$531K	Hold	13,468	–	–	0.13%	127
2018 Q1	$519K	Hold	13,468	–	–	0.13%	118
2017 Q4	$521K	Hold	13,468	–	–	0.13%	124
2017 Q3	$495K	Hold	13,468	–	–	0.13%	124
2017 Q2	$480K	Hold	13,468	–	–	0.13%	123
2017 Q1	$469K	Buy	+13,468	New	+$463K	0.15%	113

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

Segment Wealth Management's VO Position: Q2 2026 in Review

Segment Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $155 and leaving 33,350 shares worth $2.69M. The position accounts for 0.14% of the portfolio, ranked #105.

Segment Wealth Management first reported a position in VO in Q1 2017 and has held it in 38 quarters since. 659 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Segment Wealth Management held 33,350 shares of Vanguard Mid-Cap ETF worth $2.69M as of Q2 2026.
Segment Wealth Management sold 2 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Mid-Cap ETF made up 0.14% of Segment Wealth Management's portfolio in Q2 2026, its #105 holding.
Segment Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
659 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.