Triangle Securities Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Triangle Securities Wealth Management’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	$1.21M	Sell	15,016 -200	-1%	-$15.5K	0.24%	93
2026 Q1	$1.09M	Buy	15,216 +96	+0.6%	+$7.13K	0.25%	97
2025 Q4	$1.1M	Sell	15,120 -396	-3%	-$28.8K	0.23%	100
2025 Q3	$1.14M	Buy	15,516 +196	+1%	+$14.1K	0.26%	98
2025 Q2	$1.07M	Sell	15,320 -60	-0.4%	-$3.94K	0.26%	99
2025 Q1	$994K	Sell	15,380 -400	-3%	-$26.8K	0.26%	103
2024 Q4	$1.04M	Hold	15,780	–	–	0.27%	96
2024 Q3	$1.04M	Hold	15,780	–	–	0.27%	100
2024 Q2	$955K	Sell	15,780 -60	-0.4%	-$3.65K	0.27%	103
2024 Q1	$989K	Hold	15,840	–	–	0.28%	102
2023 Q4	$921K	Hold	15,840	–	–	0.29%	102
2023 Q3	$825K	Hold	15,840	–	–	0.29%	95
2023 Q2	$872K	Sell	15,840 -40	-0.3%	-$2.1K	0.3%	98
2023 Q1	$837K	Sell	15,880 -1,256	-7%	-$66.8K	0.3%	100
2022 Q4	$873K	Buy	17,136 +1,256	+8%	+$64K	0.32%	93
2022 Q3	$746K	Hold	15,880	–	–	0.3%	94
2022 Q2	$782K	Hold	15,880	–	–	0.3%	97
2022 Q1	$944K	Hold	15,880	–	–	0.32%	94
2021 Q4	$1.01M	Sell	15,880 -60	-0.4%	-$3.76K	0.32%	96
2021 Q3	$943K	Hold	15,940	–	–	0.32%	95
2021 Q2	$946K	Sell	15,940 -260	-2%	-$15.1K	0.32%	97
2021 Q1	$896K	Hold	16,200	–	–	0.32%	95
2020 Q4	$837K	Buy	16,200 +900	+6%	+$43.6K	0.33%	95
2020 Q3	$674K	Sell	15,300 -1,400	-8%	-$61K	0.3%	102
2020 Q2	$684K	Sell	16,700 -420	-2%	-$16.1K	0.33%	89
2020 Q1	$563K	Buy	17,120 +200	+1%	+$8.28K	0.32%	92
2019 Q4	$754K	Buy	16,920 +4,560	+37%	+$196K	0.33%	86
2019 Q3	$518K	Sell	12,360 -200	-2%	-$8.36K	0.25%	105
2019 Q2	$530K	Sell	12,560 -400	-3%	-$16.4K	0.27%	94
2019 Q1	$521K	Hold	12,960	–	–	0.27%	93
2018 Q4	$448K	Buy	+12,960	New	+$487K	0.26%	97
2016 Q2	–	Sell	-13,640	Closed	-$413K	–	135
2016 Q1	$413K	Sell	13,640 -10,128	-43%	-$286K	0.27%	94
2015 Q4	$692K	Buy	23,768 +9,052	+62%	+$276K	0.46%	68
2015 Q3	$429K	Buy	14,716 +1,316	+10%	+$41K	0.32%	92
2015 Q2	$427K	Hold	13,400	–	–	0.3%	94
2015 Q1	$445K	Buy	13,400 +1,160	+9%	+$36.5K	0.31%	91
2014 Q4	$378K	Hold	12,240	–	–	0.27%	93
2014 Q3	$359K	Hold	12,240	–	–	0.28%	90
2014 Q2	$363K	Hold	12,240	–	–	0.28%	94
2014 Q1	$284K	Hold	12,240	–	–	0.26%	96
2013 Q4	$337K	Hold	12,240	–	–	0.27%	94
2013 Q3	$314K	Hold	12,240	–	–	0.27%	95
2013 Q2	$291K	Buy	+12,240	New	+$290K	0.22%	100

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

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

PCTC

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

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Triangle Securities Wealth Management's VO Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $15.5K and leaving 15,016 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #93.

Triangle Securities Wealth Management first reported a position in VO in Q2 2013 and has held it in 43 quarters since. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Triangle Securities Wealth Management held 15,016 shares of Vanguard Mid-Cap ETF worth $1.21M as of Q2 2026.
Triangle Securities Wealth Management sold 200 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $15.5K.
Vanguard Mid-Cap ETF made up 0.24% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #93 holding.
Triangle Securities Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 43 quarters since.
582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.