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Sincerus Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Sincerus Advisory’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 		$3.15M Sell
39,076
-1,276
-3% -$98.9K 2.14% 12
2026
Q1 		$2.9M Buy
40,352
+1,144
+3% +$85K 2.2% 13
2025
Q4 		$2.84M Buy
39,208
+260
+0.7% +$18.9K 2.29% 11
2025
Q3 		$2.86M Buy
38,948
+396
+1% +$28.4K 2.45% 11
2025
Q2 		$2.79M Buy
38,552
+1,816
+5% +$119K 2.62% 11
2025
Q1 		$2.38M Buy
36,736
+13,420
+58% +$901K 2.51% 10
2024
Q4 		$1.54M Buy
+23,316
New +$1.58M 1.65% 19

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Sincerus Advisory's VO Position: Q2 2026 in Review

Sincerus Advisory reduced its Vanguard Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, selling an estimated $98.9K and leaving 39,076 shares worth $3.15M. The position accounts for 2.14% of the portfolio, ranked #12.

Sincerus Advisory first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sincerus Advisory held 39,076 shares of Vanguard Mid-Cap ETF worth $3.15M as of Q2 2026.
  • Sincerus Advisory sold 1,276 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $98.9K.
  • Vanguard Mid-Cap ETF made up 2.14% of Sincerus Advisory's portfolio in Q2 2026, its #12 holding.
  • Sincerus Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.