SJGA
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Stephen J. Garry & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Stephen J. Garry & Associates’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 		$1.26M Sell
15,686
-170
-1% -$13.2K 0.92% 22
2026
Q1 		$1.14M Sell
15,856
-44
-0.3% -$3.27K 0.92% 19
2025
Q4 		$1.15M Hold
15,900
– – 0.91% 18
2025
Q3 		$1.17M Sell
15,900
-80
-0.5% -$5.75K 0.93% 19
2025
Q2 		$1.12M Hold
15,980
– – 0.97% 17
2025
Q1 		$1.03M Buy
15,980
+320
+2% +$21.5K 0.97% 18
2024
Q4 		$1.03M Hold
15,660
– – 0.95% 19
2024
Q3 		$1.03M Hold
15,660
– – 0.98% 19
2024
Q2 		$948K Hold
15,660
– – 0.96% 19
2024
Q1 		$978K Sell
15,660
-160
-1% -$9.46K 1.01% 19
2023
Q4 		$920K Buy
+15,820
New +$845K 1.02% 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
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

Stephen J. Garry & Associates's VO Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $13.2K and leaving 15,686 shares worth $1.26M. The position accounts for 0.92% of the portfolio, ranked #22.

Stephen J. Garry & Associates first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Stephen J. Garry & Associates held 15,686 shares of Vanguard Mid-Cap ETF worth $1.26M as of Q2 2026.
  • Stephen J. Garry & Associates sold 170 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Mid-Cap ETF made up 0.92% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #22 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.