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Walled Lake Planning & Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Walled Lake Planning & Wealth Management’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 		$914K Buy
11,347
+1,183
+12% +$91.7K 0.23% 52
2026
Q1 		$730K Sell
10,164
-904
-8% -$67.2K 0.21% 55
2025
Q4 		$803K Buy
11,068
+188
+2% +$13.7K 0.25% 53
2025
Q3 		$799K Buy
10,880
+544
+5% +$39.1K 0.26% 50
2025
Q2 		$723K Sell
10,336
-1,940
-16% -$127K 0.24% 52
2025
Q1 		$794K Buy
12,276
+256
+2% +$17.2K 0.28% 50
2024
Q4 		$794K Buy
12,020
+892
+8% +$60.6K 0.3% 50
2024
Q3 		$734K Buy
11,128
+580
+5% +$36.4K 0.28% 48
2024
Q2 		$638K Buy
10,548
+1,616
+18% +$98.2K 0.26% 49
2024
Q1 		$558K Buy
8,932
+2,088
+31% +$123K 0.23% 45
2023
Q4 		$398K Buy
6,844
+80
+1% +$4.27K 0.19% 59
2023
Q3 		$352K Buy
6,764
+212
+3% +$11.6K 0.18% 58
2023
Q2 		$361K Buy
6,552
+996
+18% +$52.2K 0.18% 55
2023
Q1 		$293K Buy
5,556
+400
+8% +$21.3K 0.15% 60
2022
Q4 		$263K Sell
5,156
-144
-3% -$7.33K 0.18% 46
2022
Q3 		$249K Buy
5,300
+228
+4% +$11.9K 0.17% 63
2022
Q2 		$250K Buy
5,072
+708
+16% +$38.3K 0.17% 64
2022
Q1 		$259K Sell
4,364
-2,220
-34% -$130K 0.15% 71
2021
Q4 		$419K Buy
6,584
+4,344
+194% +$272K 0.24% 53
2021
Q3 		$133K Buy
2,240
+508
+29% +$30.7K 0.08% 100
2021
Q2 		$103K Buy
1,732
+140
+9% +$8.11K 0.07% 115
2021
Q1 		$88K Buy
1,592
+268
+20% +$14.5K 0.06% 120
2020
Q4 		$68K Buy
1,324
+356
+37% +$17.2K 0.05% 121
2020
Q3 		$43K Buy
968
+292
+43% +$12.7K 0.03% 134
2020
Q2 		$28K Buy
+676
New +$25.9K 0.02% 137

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

Walled Lake Planning & Wealth Management's VO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $91.7K and bringing the position to 11,347 shares worth $914K. The position accounts for 0.23% of the portfolio, ranked #52.

Walled Lake Planning & Wealth Management first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 11,347 shares of Vanguard Mid-Cap ETF worth $914K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1,183 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $91.7K.
  • Vanguard Mid-Cap ETF made up 0.23% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.