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

Shira Ridge 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	$383K	Sell	4,751 -2,201	-32%	-$171K	0.13%	58
2026 Q1	$499K	Sell	6,952 -24	-0.3%	-$1.78K	0.2%	50
2025 Q4	$506K	Sell	6,976 -112	-2%	-$8.15K	0.2%	49
2025 Q3	$520K	Hold	7,088	–	–	0.22%	49
2025 Q2	$496K	Sell	7,088 -80	-1%	-$5.25K	0.23%	50
2025 Q1	$463K	Hold	7,168	–	–	0.23%	49
2024 Q4	$473K	Hold	7,168	–	–	0.23%	51
2024 Q3	$473K	Hold	7,168	–	–	0.24%	56
2024 Q2	$434K	Hold	7,168	–	–	0.24%	56
2024 Q1	$448K	Hold	7,168	–	–	0.26%	55
2023 Q4	$417K	Sell	7,168 -804	-10%	-$43K	0.25%	53
2023 Q3	$415K	Sell	7,972 -96	-1%	-$5.26K	0.27%	50
2023 Q2	$444K	Sell	8,068 -200	-2%	-$10.5K	0.28%	48
2023 Q1	$436K	Sell	8,268 -32	-0.4%	-$1.7K	0.29%	50
2022 Q4	$423K	Buy	+8,300	New	+$423K	0.29%	48

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Shira Ridge Wealth Management's VO Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 32% in Q2 2026, selling an estimated $171K and leaving 4,751 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #58.

Shira Ridge Wealth Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $520K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Shira Ridge Wealth Management held 4,751 shares of Vanguard Mid-Cap ETF worth $383K as of Q2 2026.
Shira Ridge Wealth Management sold 2,201 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $171K.
Vanguard Mid-Cap ETF made up 0.13% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #58 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's Vanguard Mid-Cap ETF position peaked at $520K in Q3 2025.
1,115 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.