UW
VO icon

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

Unique 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 		$695K Sell
8,624
-100
-1% -$7.75K 0.08% 126
2026
Q1 		$626K Sell
8,724
-100
-1% -$7.43K 0.09% 107
2025
Q4 		$640K Sell
8,824
-60
-0.7% -$4.37K 0.09% 112
2025
Q3 		$652K Sell
8,884
-160
-2% -$11.5K 0.1% 104
2025
Q2 		$633K Buy
9,044
+3,948
+77% +$259K 0.1% 102
2025
Q1 		$329K Buy
5,096
+216
+4% +$14.5K 0.06% 127
2024
Q4 		$322K Hold
4,880
– – 0.07% 111
2024
Q3 		$322K Hold
4,880
– – 0.07% 94
2024
Q2 		$295K Hold
4,880
– – 0.08% 77
2024
Q1 		$305K Buy
+4,880
New +$288K 0.09% 75
2023
Q1 		– Sell
-5,132
Closed -$261K – 67
2022
Q4 		$261K Buy
+5,132
New +$261K 0.14% 48

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Unique Wealth's VO Position: Q2 2026 in Review

Unique Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $7.75K and leaving 8,624 shares worth $695K. The position accounts for 0.08% of the portfolio, ranked #126.

Unique Wealth first reported a position in VO in Q4 2022 and has held it in 11 quarters since. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Unique Wealth held 8,624 shares of Vanguard Mid-Cap ETF worth $695K as of Q2 2026.
  • Unique Wealth sold 100 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $7.75K.
  • Vanguard Mid-Cap ETF made up 0.08% of Unique Wealth's portfolio in Q2 2026, its #126 holding.
  • Unique Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.