VWA
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VERITY Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

VERITY Wealth 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 		$406K Sell
5,043
-685
-12% -$53.1K 0.25% 56
2026
Q1 		$411K Buy
5,728
+16
+0.3% +$1.19K 0.27% 56
2025
Q4 		$414K Buy
5,712
+28
+0.5% +$2.04K 0.26% 58
2025
Q3 		$417K Buy
5,684
+16
+0.3% +$1.15K 0.26% 57
2025
Q2 		$397K Hold
5,668
– – 0.27% 62
2025
Q1 		$366K Sell
5,668
-328
-5% -$22K 0.27% 57
2024
Q4 		$396K Buy
5,996
+20
+0.3% +$1.36K 0.29% 57
2024
Q3 		$394K Buy
5,976
+28
+0.5% +$1.76K 0.28% 60
2024
Q2 		$360K Hold
5,948
– – 0.27% 60
2024
Q1 		$371K Sell
5,948
-932
-14% -$55.1K 0.29% 60
2023
Q4 		$400K Buy
6,880
+20
+0.3% +$1.07K 0.34% 52
2023
Q3 		$357K Buy
6,860
+16
+0.2% +$877 0.34% 54
2023
Q2 		$377K Sell
6,844
-1,836
-21% -$96.3K 0.34% 54
2023
Q1 		$458K Buy
8,680
+12
+0.1% +$638 0.42% 47
2022
Q4 		$442K Buy
8,668
+24
+0.3% +$1.22K 0.43% 47
2022
Q3 		$406K Buy
8,644
+16
+0.2% +$836 0.42% 48
2022
Q2 		$425K Buy
8,628
+12
+0.1% +$648 0.41% 45
2022
Q1 		$512K Buy
8,616
+12
+0.1% +$704 0.45% 39
2021
Q4 		$548K Buy
8,604
+16
+0.2% +$1K 0.46% 37
2021
Q3 		$508K Buy
8,588
+12
+0.1% +$725 0.45% 38
2021
Q2 		$509K Buy
8,576
+12
+0.1% +$695 0.46% 35
2021
Q1 		$474K Buy
8,564
+8
+0.1% +$434 0.42% 38
2020
Q4 		$442K Buy
8,556
+36
+0.4% +$1.74K 0.4% 37
2020
Q3 		$375K Buy
8,520
+16
+0.2% +$697 0.38% 36
2020
Q2 		$349K Hold
8,504
– – 0.37% 37
2020
Q1 		$280K Sell
8,504
-2,344
-22% -$97.1K 0.38% 35
2019
Q4 		$483K Sell
10,848
-4,776
-31% -$205K 0.47% 35
2019
Q3 		$655K Buy
15,624
+24
+0.2% +$1K 0.64% 30
2019
Q2 		$652K Sell
15,600
-48
-0.3% -$1.96K 0.64% 31
2019
Q1 		$629K Buy
15,648
+60
+0.4% +$2.31K 0.64% 31
2018
Q4 		$538K Buy
+15,588
New +$585K 0.62% 31

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

VERITY Wealth Advisors's VO Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $53.1K and leaving 5,043 shares worth $406K. The position accounts for 0.25% of the portfolio, ranked #56.

VERITY Wealth Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $655K in Q3 2019. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • VERITY Wealth Advisors held 5,043 shares of Vanguard Mid-Cap ETF worth $406K as of Q2 2026.
  • VERITY Wealth Advisors sold 685 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $53.1K.
  • Vanguard Mid-Cap ETF made up 0.25% of VERITY Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • VERITY Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $655K in Q3 2019.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.