SFWA
VO icon

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

Summit Financial 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 		$8.24M Buy
102,256
+96
+0.1% +$7.44K 1.05% 24
2026
Q1 		$7.33M Buy
102,160
+1,800
+2% +$134K 1.04% 26
2025
Q4 		$7.28M Buy
100,360
+47,944
+91% +$3.49M 1.04% 25
2025
Q3 		$3.85M Buy
52,416
+1,640
+3% +$118K 0.6% 36
2025
Q2 		$3.55M Sell
50,776
-528
-1% -$34.7K 0.64% 36
2025
Q1 		$3.32M Buy
51,304
+8
+0% +$537 0.66% 32
2024
Q4 		$3.52M Sell
51,296
-824
-2% -$55.9K 0.69% 33
2024
Q3 		$3.44M Buy
52,120
+8
+0% +$502 0.64% 35
2024
Q2 		$3.15M Sell
52,112
-700
-1% -$42.5K 0.64% 33
2024
Q1 		$3.3M Buy
52,812
+272
+0.5% +$16.1K 0.67% 33
2023
Q4 		$3.06M Sell
52,540
-164
-0.3% -$8.76K 0.69% 33
2023
Q3 		$2.72M Sell
52,704
-1,220
-2% -$66.9K 0.67% 34
2023
Q2 		$2.97M Sell
53,924
-320
-0.6% -$16.8K 0.69% 32
2023
Q1 		$2.86M Sell
54,244
-88
-0.2% -$4.68K 0.68% 32
2022
Q4 		$2.77M Sell
54,332
-1,124
-2% -$57.3K 0.67% 33
2022
Q3 		$2.78M Sell
55,456
-1,576
-3% -$82.4K 0.8% 29
2022
Q2 		$2.95M Sell
57,032
-344
-0.6% -$18.6K 0.71% 32
2022
Q1 		$3.41M Sell
57,376
-1,620
-3% -$95K 0.69% 33
2021
Q4 		$3.73M Sell
58,996
-828
-1% -$51.9K 0.72% 32
2021
Q3 		$3.54M Sell
59,824
-2,080
-3% -$126K 0.8% 31
2021
Q2 		$3.67M Sell
61,904
-11,576
-16% -$671K 0.83% 31
2021
Q1 		$3.8M Sell
73,480
-332,844
-82% -$18.1M 0.97% 28
2020
Q4 		$17.9M Buy
406,324
+4,528
+1% +$219K 4.88% 7
2020
Q3 		$18M Sell
401,796
-13,388
-3% -$583K 4.8% 7
2020
Q2 		$17.3M Buy
415,184
+48,400
+13% +$1.85M 4.6% 7
2020
Q1 		$12.3M Buy
366,784
+17,576
+5% +$728K 3.87% 7
2019
Q4 		$15.7M Buy
349,208
+18,072
+5% +$776K 3.81% 8
2019
Q3 		$13.8M Buy
331,136
+10,484
+3% +$438K 3.39% 8
2019
Q2 		$13.4M Buy
320,652
+21,180
+7% +$867K 3.28% 8
2019
Q1 		$12.2M Buy
299,472
+3,372
+1% +$130K 3.23% 8
2018
Q4 		$10.2M Sell
296,100
-44,520
-13% -$1.67M 3.32% 8
2018
Q3 		$13M Buy
340,620
+9,640
+3% +$393K 3.9% 6
2018
Q2 		$12.8M Sell
330,980
-2,432
-0.7% -$95.5K 4.27% 4
2018
Q1 		$12.9M Buy
333,412
+60,592
+22% +$2.39M 4.23% 4
2017
Q4 		$10.6M Buy
272,820
+23,988
+10% +$905K 3.63% 6
2017
Q3 		$9.14M Buy
248,832
+71,224
+40% +$2.57M 3.33% 5
2017
Q2 		$6.33M Buy
177,608
+104,584
+143% +$3.7M 2.5% 5
2017
Q1 		$2.54M Buy
73,024
+27,068
+59% +$930K 1.11% 32
2016
Q4 		$1.51M Buy
45,956
+4,560
+11% +$148K 0.66% 44
2016
Q3 		$1.34M Buy
+41,396
New +$1.33M 0.58% 47

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Summit Financial Wealth Advisors's VO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.09% in Q2 2026, buying an estimated $7.44K and bringing the position to 102,256 shares worth $8.24M. The position accounts for 1.05% of the portfolio, ranked #24.

Summit Financial Wealth Advisors first reported a position in VO in Q3 2016 and has held it in 40 quarters since. The position peaked at $18M in Q3 2020. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summit Financial Wealth Advisors held 102,256 shares of Vanguard Mid-Cap ETF worth $8.24M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 96 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $7.44K.
  • Vanguard Mid-Cap ETF made up 1.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • Summit Financial Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $18M in Q3 2020.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.