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

Uptown Financial 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 		$11.3M Sell
139,720
-2,080
-1% -$161K 7.41% 3
2026
Q1 		$10.2M Buy
141,800
+14,176
+11% +$1.05M 8.09% 2
2025
Q4 		$9.26M Buy
127,624
+1,972
+2% +$143K 6.63% 3
2025
Q3 		$9.23M Buy
125,652
+676
+0.5% +$48.5K 7.6% 2
2025
Q2 		$8.74M Sell
124,976
-1,228
-1% -$80.6K 7.49% 2
2025
Q1 		$8.16M Buy
126,204
+8,476
+7% +$569K 8.33% 2
2024
Q4 		$7.77M Buy
+117,728
New +$7.99M 8.38% 2

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

Uptown Financial Advisors's VO Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $161K and leaving 139,720 shares worth $11.3M. The position accounts for 7.41% of the portfolio, ranked #3.

Uptown Financial Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Uptown Financial Advisors held 139,720 shares of Vanguard Mid-Cap ETF worth $11.3M as of Q2 2026.
  • Uptown Financial Advisors sold 2,080 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Mid-Cap ETF made up 7.41% of Uptown Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Uptown Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.