Wagner Wealth Management (South Carolina)’s Vanguard Mid-Cap ETF VO Stock Holding History

Wagner Wealth Management (South Carolina)’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	$40.9K	Buy	+508	New	+$39.4K	0.01%	190
2025 Q1	–	Sell	-388	Closed	-$25.6K	–	251
2024 Q4	$25.6K	Buy	+388	New	+$26.3K	0.01%	168
2024 Q3	–	Sell	-3,560	Closed	-$215K	–	264
2024 Q2	$215K	Sell	3,560 -140	-4%	-$8.51K	0.06%	124
2024 Q1	$231K	Hold	3,700	–	–	0.07%	117
2023 Q4	$215K	Buy	3,700 +1,656	+81%	+$88.5K	0.07%	119
2023 Q3	$106K	Buy	2,044 +796	+64%	+$43.7K	0.04%	121
2023 Q2	$68.7K	Buy	+1,248	New	+$65.4K	0.03%	135

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 508 shares worth $40.9K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in VO as recently as Q4 2024.

Wagner Wealth Management (South Carolina) first reported a position in VO in Q2 2023 and has held it in 7 quarters since. The position peaked at $231K in Q1 2024. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wagner Wealth Management (South Carolina) held 508 shares of Vanguard Mid-Cap ETF worth $40.9K as of Q2 2026.
Vanguard Mid-Cap ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
Vanguard Mid-Cap ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #190 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
Wagner Wealth Management (South Carolina)'s Vanguard Mid-Cap ETF position peaked at $231K in Q1 2024.
1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.