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Twele Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Twele Capital 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 		$22.6M Sell
280,883
-329
-0.1% -$25.5K 3.7% 12
2026
Q1 		$20.2M Buy
281,212
+2,264
+0.8% +$168K 3.6% 12
2025
Q4 		$20.2M Buy
278,948
+2,408
+0.9% +$175K 3.62% 11
2025
Q3 		$20.3M Buy
276,540
+3,628
+1% +$261K 3.75% 11
2025
Q2 		$19.1M Buy
272,912
+3,932
+1% +$258K 3.79% 11
2025
Q1 		$17.4M Buy
268,980
+320
+0.1% +$21.5K 3.69% 12
2024
Q4 		$17.7M Buy
268,660
+18,184
+7% +$1.23M 3.76% 12
2024
Q3 		$16.5M Sell
250,476
-356
-0.1% -$22.4K 3.47% 12
2024
Q2 		$15.2M Sell
250,832
-596
-0.2% -$36.2K 3.44% 12
2024
Q1 		$15.7M Sell
251,428
-64
-0% -$3.78K 3.55% 12
2023
Q4 		$14.6M Sell
251,492
-9,576
-4% -$512K 2.35% 15
2023
Q3 		$13.6M Sell
261,068
-212
-0.1% -$11.6K 2.33% 15
2023
Q2 		$14.4M Buy
261,280
+51,216
+24% +$2.68M 2.32% 15
2023
Q1 		$11.1M Buy
210,064
+16,952
+9% +$902K 1.81% 17
2022
Q4 		$9.84M Buy
193,112
+80
+0% +$4.08K 1.61% 17
2022
Q3 		$9.07M Buy
193,032
+1,276
+0.7% +$66.7K 1.57% 17
2022
Q2 		$9.44M Buy
191,756
+4,168
+2% +$225K 1.49% 17
2022
Q1 		$11.2M Buy
187,588
+17,960
+11% +$1.05M 1.51% 17
2021
Q4 		$10.8M Buy
169,628
+3,368
+2% +$211K 1.36% 19
2021
Q3 		$9.84M Buy
166,260
+4,688
+3% +$283K 1.3% 20
2021
Q2 		$9.59M Buy
161,572
+10,068
+7% +$584K 1.49% 19
2021
Q1 		$8.38M Sell
151,504
-2,252
-1% -$122K 1.34% 19
2020
Q4 		$7.95M Sell
153,756
-2,628
-2% -$127K 1.43% 18
2020
Q3 		$6.89M Sell
156,384
-16,304
-9% -$710K 1.34% 20
2020
Q2 		$7.08M Sell
172,688
-22,744
-12% -$871K 1.41% 18
2020
Q1 		$6.43M Buy
195,432
+7,144
+4% +$296K 1.41% 18
2019
Q4 		$8.39M Sell
188,288
-192
-0.1% -$8.24K 1.57% 18
2019
Q3 		$7.9M Hold
188,480
– – 1.56% 18
2019
Q2 		$7.88M Sell
188,480
-26,252
-12% -$1.07M 1.58% 19
2019
Q1 		$8.63M Sell
214,732
-1,096
-0.5% -$42.2K 1.89% 16
2018
Q4 		$7.46M Sell
215,828
-100
-0% -$3.75K 1.73% 19
2018
Q3 		$8.86M Sell
215,928
-592
-0.3% -$24.2K 2.02% 17
2018
Q2 		$8.53M Sell
216,520
-116
-0.1% -$4.55K 1.98% 18
2018
Q1 		$8.35M Sell
216,636
-160
-0.1% -$6.3K 1.93% 19
2017
Q4 		$8.39M Hold
216,796
– – 1.92% 19
2017
Q3 		$7.97M Sell
216,796
-14,188
-6% -$512K 1.91% 19
2017
Q2 		$8.23M Sell
230,984
-110,144
-32% -$3.89M 2.05% 19
2017
Q1 		$11.9M Sell
341,128
-14,520
-4% -$499K 3.07% 13
2016
Q4 		$11.7M Buy
355,648
+1,340
+0.4% +$43.4K 3.12% 12
2016
Q3 		$11.5M Hold
354,308
– – 3.09% 11
2016
Q2 		$11M Buy
354,308
+820
+0.2% +$25.1K 3.05% 11
2016
Q1 		$10.7M Buy
353,488
+3,924
+1% +$111K 3.08% 11
2015
Q4 		$10.5M Sell
349,564
-21,416
-6% -$653K 3.18% 10
2015
Q3 		$10.8M Sell
370,980
-648
-0.2% -$20.2K 3.23% 9
2015
Q2 		$11.8M Sell
371,628
-460
-0.1% -$14.9K 3.37% 9
2015
Q1 		$12.3M Sell
372,088
-776
-0.2% -$24.4K 3.5% 8
2014
Q4 		$11.5M Sell
372,864
-62,252
-14% -$1.88M 3.33% 10
2014
Q3 		$12.8M Buy
435,116
+556
+0.1% +$16.5K 3.8% 6
2014
Q2 		$12.9M Buy
434,560
+1,040
+0.2% +$29.7K 3.84% 8
2014
Q1 		$12.3M Buy
433,520
+8,320
+2% +$231K 3.73% 9
2013
Q4 		$11.7M Buy
425,200
+86,620
+26% +$2.31M 3.68% 9
2013
Q3 		$8.68M Buy
338,580
+22,000
+7% +$552K 2.84% 12
2013
Q2 		$7.53M Buy
+316,580
New +$7.51M 2.59% 12

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

Twele Capital Management's VO Position: Q2 2026 in Review

Twele Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.12% in Q2 2026, selling an estimated $25.5K and leaving 280,883 shares worth $22.6M. The position accounts for 3.7% of the portfolio, ranked #12.

Twele Capital Management first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Twele Capital Management held 280,883 shares of Vanguard Mid-Cap ETF worth $22.6M as of Q2 2026.
  • Twele Capital Management sold 329 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard Mid-Cap ETF made up 3.7% of Twele Capital Management's portfolio in Q2 2026, its #12 holding.
  • Twele Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.