Values Added Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Values Added Financial’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	$703K	Hold	8,724	–	–	0.25%	67
2026 Q1	$626K	Sell	8,724 -1,000	-10%	-$74.3K	0.26%	62
2025 Q4	$706K	Buy	9,724 +72	+0.7%	+$5.24K	0.3%	58
2025 Q3	$709K	Sell	9,652 -3,856	-29%	-$277K	0.32%	57
2025 Q2	$945K	Buy	13,508 +1,656	+14%	+$109K	0.46%	44
2025 Q1	$766K	Buy	11,852 +2,112	+22%	+$142K	0.42%	45
2024 Q4	$643K	Buy	9,740 +2,512	+35%	+$171K	0.37%	50
2024 Q3	$477K	Sell	7,228 -1,644	-19%	-$103K	0.3%	59
2024 Q2	$537K	Buy	8,872 +1,852	+26%	+$113K	0.39%	48
2024 Q1	$439K	Hold	7,020	–	–	0.34%	55
2023 Q4	$408K	Buy	7,020 +756	+12%	+$40.4K	0.33%	53
2023 Q3	$326K	Buy	6,264 +1,164	+23%	+$63.8K	0.3%	63
2023 Q2	$281K	Buy	+5,100	New	+$267K	0.26%	63

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 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 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

Values Added Financial's VO Position: Q2 2026 in Review

Values Added Financial held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 8,724 shares worth $703K. The position accounts for 0.25% of the portfolio, ranked #67.

Values Added Financial first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $945K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Values Added Financial held 8,724 shares of Vanguard Mid-Cap ETF worth $703K as of Q2 2026.
Values Added Financial left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.25% of Values Added Financial's portfolio in Q2 2026, its #67 holding.
Values Added Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Vanguard Mid-Cap ETF position peaked at $945K in Q2 2025.
1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.