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TL Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

TL Private Wealth’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 		$39.4M Buy
488,218
+1,510
+0.3% +$117K 14.43% 3
2026
Q1 		$36.1M Sell
486,708
-13,428
-3% -$998K 14.25% 3
2025
Q4 		$37.3M Sell
500,136
-80
-0% -$5.82K 14.37% 3
2025
Q3 		$36.2M Sell
500,216
-12,876
-3% -$925K 14.53% 3
2025
Q2 		$36.2M Buy
513,092
+10,224
+2% +$671K 15.03% 3
2025
Q1 		$28.7M Buy
502,868
+21,868
+5% +$1.47M 14.24% 3
2024
Q4 		$32.4M Sell
481,000
-11,044
-2% -$750K 14.51% 3
2024
Q3 		$32.2M Sell
492,044
-5,684
-1% -$357K 14.41% 3
2024
Q2 		$31.5M Sell
497,728
-584
-0.1% -$35.5K 14.26% 3
2024
Q1 		$30.8M Buy
498,312
+10,196
+2% +$603K 15.22% 3
2023
Q4 		$28.4M Buy
488,116
+13,524
+3% +$723K 14.64% 3
2023
Q3 		$24.7M Sell
474,592
-3,436
-0.7% -$188K 14.14% 3
2023
Q2 		$26.4M Buy
478,028
+272
+0.1% +$14.3K 14.69% 3
2023
Q1 		$25.2M Buy
477,756
+8,580
+2% +$456K 14.27% 3
2022
Q4 		$24.5M Buy
469,176
+364
+0.1% +$18.5K 14.26% 3
2022
Q3 		$22.3M Buy
468,812
+4,652
+1% +$243K 13.86% 3
2022
Q2 		$23.1M Buy
464,160
+7,648
+2% +$413K 13.44% 3
2022
Q1 		$26.6M Buy
456,512
+22,596
+5% +$1.33M 14.06% 3
2021
Q4 		$24.7M Sell
433,916
-1,792
-0.4% -$112K 13.99% 3
2021
Q3 		$27.5M Buy
435,708
+13,648
+3% +$825K 15.03% 3
2021
Q2 		$25M Buy
422,060
+9,344
+2% +$542K 14.61% 3
2021
Q1 		$23.5M Sell
412,716
-11,812
-3% -$641K 14.42% 3
2020
Q4 		$22.9M Sell
424,528
-160
-0% -$7.75K 14.47% 3
2020
Q3 		$19.9M Buy
424,688
+30,396
+8% +$1.32M 13.9% 3
2020
Q2 		$17M Sell
394,292
-32,468
-8% -$1.24M 13.64% 3
2020
Q1 		$15.8M Buy
426,760
+75,712
+22% +$3.14M 14.36% 3
2019
Q4 		$16.1M Buy
+351,048
New +$15.1M 13.88% 3

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

TL Private Wealth's VO Position: Q2 2026 in Review

TL Private Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.31% in Q2 2026, buying an estimated $117K and bringing the position to 488,218 shares worth $39.4M. The position accounts for 14.43% of the portfolio, ranked #3.

TL Private Wealth first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TL Private Wealth held 488,218 shares of Vanguard Mid-Cap ETF worth $39.4M as of Q2 2026.
  • TL Private Wealth bought 1,510 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Mid-Cap ETF made up 14.43% of TL Private Wealth's portfolio in Q2 2026, its #3 holding.
  • TL Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.