WG
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Welch Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Welch Group’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 		$762K Sell
9,454
-422
-4% -$32.7K 0.03% 150
2026
Q1 		$709K Sell
9,876
-1,892
-16% -$141K 0.03% 144
2025
Q4 		$854K Buy
11,768
+8
+0.1% +$582 0.03% 133
2025
Q3 		$864K Buy
11,760
+892
+8% +$64.1K 0.03% 128
2025
Q2 		$760K Buy
10,868
+808
+8% +$53K 0.03% 124
2025
Q1 		$647K Hold
10,060
– – 0.03% 124
2024
Q4 		$664K Buy
10,060
+4
+0% +$272 0.03% 128
2024
Q3 		$663K Sell
10,056
-164
-2% -$10.3K 0.03% 123
2024
Q2 		$619K Buy
10,220
+144
+1% +$8.75K 0.03% 123
2024
Q1 		$630K Sell
10,076
-1,436
-12% -$84.9K 0.03% 113
2023
Q4 		$670K Sell
11,512
-132
-1% -$7.05K 0.04% 103
2023
Q3 		$606K Buy
11,644
+208
+2% +$11.4K 0.04% 97
2023
Q2 		$629K Buy
11,436
+848
+8% +$44.5K 0.04% 92
2023
Q1 		$558K Sell
10,588
-156
-1% -$8.3K 0.03% 104
2022
Q4 		$547K Buy
+10,744
New +$547K 0.03% 111
2022
Q3 		– Sell
-11,560
Closed -$569K – 206
2022
Q2 		$569K Buy
11,560
+308
+3% +$16.6K 0.03% 96
2022
Q1 		$669K Buy
11,252
+92
+0.8% +$5.4K 0.04% 97
2021
Q4 		$711K Buy
+11,160
New +$700K 0.04% 98

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Welch Group's VO Position: Q2 2026 in Review

Welch Group reduced its Vanguard Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, selling an estimated $32.7K and leaving 9,454 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #150.

Welch Group first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $864K in Q3 2025. 1,191 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Welch Group held 9,454 shares of Vanguard Mid-Cap ETF worth $762K as of Q2 2026.
  • Welch Group sold 422 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Mid-Cap ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #150 holding.
  • Welch Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Welch Group's Vanguard Mid-Cap ETF position peaked at $864K in Q3 2025.
  • 1,191 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.