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Weitzel Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Weitzel Financial Services’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 		$351K Hold
4,372
– – 0.12% 41
2026
Q1 		$315K Buy
4,372
+16
+0.4% +$1.19K 0.12% 43
2025
Q4 		$319K Sell
4,356
-120
-3% -$8.73K 0.12% 40
2025
Q3 		$324K Hold
4,476
– – 0.13% 38
2025
Q2 		$317K Hold
4,476
– – 0.13% 36
2025
Q1 		$279K Hold
4,476
– – 0.13% 35
2024
Q4 		$298K Hold
4,476
– – 0.14% 34
2024
Q3 		$293K Hold
4,476
– – 0.14% 34
2024
Q2 		$269K Hold
4,476
– – 0.13% 32
2024
Q1 		$278K Hold
4,476
– – 0.14% 31
2023
Q4 		$260K Sell
4,476
-472
-10% -$25.2K 0.14% 35
2023
Q3 		$252K Sell
4,948
-640
-11% -$35.1K 0.15% 34
2023
Q2 		$308K Buy
5,588
+4
+0.1% +$210 0.17% 32
2023
Q1 		$294K Sell
5,584
-308
-5% -$16.4K 0.18% 29
2022
Q4 		$300K Sell
5,892
-12
-0.2% -$611 0.19% 27
2022
Q3 		$277K Sell
5,904
-372
-6% -$19.4K 0.19% 28
2022
Q2 		$309K Sell
6,276
-6,196
-50% -$335K 0.21% 27
2022
Q1 		$742K Sell
12,472
-71,384
-85% -$4.19M 0.47% 20
2021
Q4 		$5.34M Buy
83,856
+228
+0.3% +$14.3K 3.23% 9
2021
Q3 		$5.01M Sell
83,628
-20,135,700
-100% -$1.22B 3.25% 9
2021
Q2 		$21.1M Buy
20,219,328
+20,132,448
+23,173% +$1.17B 0.74% 14
2021
Q1 		$4.85M Buy
86,880
+4,524
+5% +$245K 3.39% 9
2020
Q4 		$4.6M Buy
+82,356
New +$3.99M 3.44% 9

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Weitzel Financial Services's VO Position: Q2 2026 in Review

Weitzel Financial Services held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 4,372 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #41.

Weitzel Financial Services first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.1M in Q2 2021. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Weitzel Financial Services held 4,372 shares of Vanguard Mid-Cap ETF worth $351K as of Q2 2026.
  • Weitzel Financial Services left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.12% of Weitzel Financial Services's portfolio in Q2 2026, its #41 holding.
  • Weitzel Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Weitzel Financial Services's Vanguard Mid-Cap ETF position peaked at $21.1M in Q2 2021.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.