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

Tactive 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	$1.38M	Sell	17,099 -461	-3%	-$35.7K	0.34%	66
2026 Q1	$1.26M	Sell	17,560 -256	-1%	-$19K	0.36%	72
2025 Q4	$1.29M	Sell	17,816 -3,420	-16%	-$249K	0.38%	64
2025 Q3	$1.56M	Buy	21,236 +2,700	+15%	+$194K	0.44%	59
2025 Q2	$1.3M	Buy	+18,536	New	+$1.22M	0.42%	65
2024 Q1	$272K	Sell	4,352 -80	-2%	-$4.73K	0.14%	106
2023 Q4	$258K	Sell	4,432 -676	-13%	-$36.1K	0.17%	75
2023 Q3	$266K	Buy	5,108 +560	+12%	+$30.7K	0.23%	52
2023 Q2	$250K	Buy	+4,548	New	+$238K	0.19%	58

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return