SSWM
VO icon

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

Sheets Smith 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 		$4.96M Buy
61,611
+555
+0.9% +$43K 0.5% 50
2026
Q1 		$4.38M Buy
61,056
+2,012
+3% +$149K 0.49% 51
2025
Q4 		$4.28M Buy
59,044
+1,052
+2% +$76.5K 0.47% 49
2025
Q3 		$4.26M Buy
57,992
+23,328
+67% +$1.68M 0.48% 47
2025
Q2 		$2.43M Buy
34,664
+1,256
+4% +$82.4K 0.28% 80
2025
Q1 		$2.16M Sell
33,408
-11,260
-25% -$756K 0.27% 86
2024
Q4 		$2.95M Sell
44,668
-460
-1% -$31.2K 0.36% 68
2024
Q3 		$2.98M Sell
45,128
-8,540
-16% -$536K 0.36% 68
2024
Q2 		$3.25M Sell
53,668
-11,264
-17% -$685K 0.39% 65
2024
Q1 		$4.06M Buy
64,932
+5,592
+9% +$330K 0.45% 56
2023
Q4 		$3.45M Sell
59,340
-1,412
-2% -$75.4K 0.49% 53
2023
Q3 		$3.16M Buy
60,752
+700
+1% +$38.4K 0.48% 56
2023
Q2 		$3.31M Buy
60,052
+20,588
+52% +$1.08M 0.48% 54
2023
Q1 		$2.08M Buy
39,464
+128
+0.3% +$6.81K 0.32% 77
2022
Q4 		$2M Buy
39,336
+4,720
+14% +$240K 0.31% 80
2022
Q3 		$1.63M Buy
34,616
+1,092
+3% +$57.1K 0.27% 88
2022
Q2 		$1.65M Buy
33,524
+8,132
+32% +$439K 0.27% 87
2022
Q1 		$1.51M Buy
25,392
+616
+2% +$36.1K 0.21% 105
2021
Q4 		$1.58M Buy
24,776
+292
+1% +$18.3K 0.2% 114
2021
Q3 		$1.45M Buy
24,484
+44
+0.2% +$2.66K 0.2% 120
2021
Q2 		$1.45M Sell
24,440
-460
-2% -$26.7K 0.2% 116
2021
Q1 		$1.38M Buy
24,900
+60
+0.2% +$3.26K 0.2% 117
2020
Q4 		$1.28M Sell
24,840
-896
-3% -$43.4K 0.19% 116
2020
Q3 		$1.13M Buy
25,736
+40
+0.2% +$1.74K 0.2% 108
2020
Q2 		$1.05M Buy
25,696
+13,064
+103% +$500K 0.21% 103
2020
Q1 		$416K Buy
+12,632
New +$523K 0.09% 175

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B 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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return