SOA Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

SOA Wealth Advisors’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	$2.81M	Sell	34,838 -6,618	-16%	-$513K	0.47%	42
2026 Q1	$2.98M	Sell	41,456 -324	-0.8%	-$24.1K	0.56%	38
2025 Q4	$3.03M	Sell	41,780 -2,300	-5%	-$167K	0.51%	40
2025 Q3	$3.24M	Sell	44,080 -952	-2%	-$68.4K	0.55%	36
2025 Q2	$3.15M	Sell	45,032 -3,132	-7%	-$206K	0.59%	34
2025 Q1	$3.11M	Sell	48,164 -196	-0.4%	-$13.2K	0.65%	32
2024 Q4	$3.19M	Sell	48,360 -424	-0.9%	-$28.8K	0.59%	36
2024 Q3	$3.22M	Sell	48,784 -376	-0.8%	-$23.6K	0.61%	39
2024 Q2	$2.98M	Sell	49,160 -1,748	-3%	-$106K	0.6%	38
2024 Q1	$3.18M	Buy	50,908 +4	+0%	+$236	0.66%	34
2023 Q4	$2.96M	Sell	50,904 -1,188	-2%	-$63.5K	0.66%	36
2023 Q3	$2.71M	Sell	52,092 -368	-0.7%	-$20.2K	0.67%	34
2023 Q2	$2.89M	Sell	52,460 -3,088	-6%	-$162K	0.68%	35
2023 Q1	$2.93M	Buy	55,548 +76	+0.1%	+$4.04K	0.72%	32
2022 Q4	$2.83M	Sell	55,472 -2,836	-5%	-$144K	0.76%	33
2022 Q3	$2.74M	Buy	58,308 +664	+1%	+$34.7K	0.82%	29
2022 Q2	$2.84M	Sell	57,644 -1,036	-2%	-$56K	0.84%	30
2022 Q1	$3.49M	Buy	58,680 +40	+0.1%	+$2.35K	0.85%	30
2021 Q4	$3.74M	Sell	58,640 -716	-1%	-$44.9K	0.91%	31
2021 Q3	$3.51M	Buy	59,356 +316	+0.5%	+$19.1K	0.9%	33
2021 Q2	$3.5M	Sell	59,040 -1,376	-2%	-$79.7K	0.9%	32
2021 Q1	$3.34M	Sell	60,416 -888	-1%	-$48.2K	0.94%	32
2020 Q4	$3.39M	Buy	+61,304	New	+$2.97M	0.92%	30

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

SOA Wealth Advisors's VO Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $513K and leaving 34,838 shares worth $2.81M. The position accounts for 0.47% of the portfolio, ranked #42.

SOA Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.74M in Q4 2021. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SOA Wealth Advisors held 34,838 shares of Vanguard Mid-Cap ETF worth $2.81M as of Q2 2026.
SOA Wealth Advisors sold 6,618 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $513K.
Vanguard Mid-Cap ETF made up 0.47% of SOA Wealth Advisors's portfolio in Q2 2026, its #42 holding.
SOA Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $3.74M in Q4 2021.
658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.