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

Smith Salley 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 		$454K Sell
5,629
-3
-0.1% -$233 0.02% 202
2026
Q1 		$404K Buy
5,632
+4
+0.1% +$297 0.02% 200
2025
Q4 		$408K Hold
5,628
– – 0.02% 202
2025
Q3 		$413K Hold
5,628
– – 0.02% 199
2025
Q2 		$394K Hold
5,628
– – 0.02% 194
2025
Q1 		$364K Buy
5,628
+436
+8% +$29.3K 0.02% 194
2024
Q4 		$343K Buy
5,192
+164
+3% +$11.1K 0.02% 197
2024
Q3 		$332K Sell
5,028
-392
-7% -$24.6K 0.02% 203
2024
Q2 		$328K Sell
5,420
-4,556
-46% -$277K 0.02% 195
2024
Q1 		$623K Sell
9,976
-7,492
-43% -$443K 0.05% 151
2023
Q4 		$1.02M Sell
17,468
-732
-4% -$39.1K 0.07% 138
2023
Q3 		$947K Buy
18,200
+520
+3% +$28.5K 0.07% 132
2023
Q2 		$973K Sell
17,680
-8,320
-32% -$436K 0.07% 128
2023
Q1 		$1.37M Sell
26,000
-3,432
-12% -$183K 0.11% 116
2022
Q4 		$1.5M Buy
29,432
+10,840
+58% +$552K 0.13% 111
2022
Q3 		$874K Hold
18,592
– – 0.08% 130
2022
Q2 		$916K Sell
18,592
-296
-2% -$16K 0.08% 133
2022
Q1 		$1.12M Sell
18,888
-244
-1% -$14.3K 0.08% 135
2021
Q4 		$1.22M Buy
19,132
+1,440
+8% +$90.3K 0.09% 137
2021
Q3 		$1.05M Hold
17,692
– – 0.08% 140
2021
Q2 		$1.05M Buy
17,692
+276
+2% +$16K 0.09% 139
2021
Q1 		$963K Buy
+17,416
New +$945K 0.09% 127
2014
Q3 		– Sell
-12,240
Closed -$363K – 189
2014
Q2 		$363K Buy
+12,240
New +$350K 0.1% 143

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

Smith Salley Wealth Management's VO Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, selling an estimated $233 and leaving 5,629 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #202.

Smith Salley Wealth Management first reported a position in VO in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.5M in Q4 2022. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Smith Salley Wealth Management held 5,629 shares of Vanguard Mid-Cap ETF worth $454K as of Q2 2026.
  • Smith Salley Wealth Management sold 3 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $233.
  • Vanguard Mid-Cap ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Smith Salley Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2014 and has held it in 23 quarters since.
  • Smith Salley Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.5M in Q4 2022.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.