VP
VO icon

Verum Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Verum Partners’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 		$562K Buy
6,980
+16
+0.2% +$1.24K 0.08% 111
2026
Q1 		$500K Buy
6,964
+20
+0.3% +$1.49K 0.1% 105
2025
Q4 		$504K Buy
6,944
+32
+0.5% +$2.33K 0.1% 96
2025
Q3 		$508K Buy
6,912
+312
+5% +$22.4K 0.11% 100
2025
Q2 		$462K Sell
6,600
-236
-3% -$15.5K 0.11% 104
2025
Q1 		$442K Buy
6,836
+100
+1% +$6.71K 0.12% 95
2024
Q4 		$445K Buy
6,736
+16
+0.2% +$1.09K 0.13% 99
2024
Q3 		$443K Buy
6,720
+28
+0.4% +$1.76K 0.13% 98
2024
Q2 		$405K Hold
6,692
– – 0.13% 98
2024
Q1 		$418K Buy
6,692
+12
+0.2% +$709 0.15% 93
2023
Q4 		$388K Buy
+6,680
New +$357K 0.15% 89

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

Verum Partners's VO Position: Q2 2026 in Review

Verum Partners increased its Vanguard Mid-Cap ETF (VO) stake by 0.23% in Q2 2026, buying an estimated $1.24K and bringing the position to 6,980 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #111.

Verum Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Verum Partners held 6,980 shares of Vanguard Mid-Cap ETF worth $562K as of Q2 2026.
  • Verum Partners bought 16 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.24K.
  • Vanguard Mid-Cap ETF made up 0.08% of Verum Partners's portfolio in Q2 2026, its #111 holding.
  • Verum Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.