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West Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

West Financial Advisors’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 		$2.96M Sell
36,700
-1,164
-3% -$90.2K 0.45% 26
2026
Q1 		$2.72M Buy
37,864
+988
+3% +$73.4K 0.46% 26
2025
Q4 		$2.68M Buy
36,876
+648
+2% +$47.1K 0.45% 25
2025
Q3 		$2.66M Sell
36,228
-148
-0.4% -$10.6K 0.44% 26
2025
Q2 		$2.54M Buy
36,376
+1,024
+3% +$67.2K 0.44% 25
2025
Q1 		$2.29M Buy
35,352
+624
+2% +$41.9K 0.43% 25
2024
Q4 		$2.29M Sell
34,728
-228
-0.7% -$15.5K 0.44% 25
2024
Q3 		$2.31M Buy
34,956
+3,740
+12% +$235K 0.44% 25
2024
Q2 		$1.89M Buy
31,216
+424
+1% +$25.8K 0.39% 29
2024
Q1 		$1.92M Buy
30,792
+816
+3% +$48.2K 0.41% 27
2023
Q4 		$1.74M Buy
29,976
+2,744
+10% +$147K 0.4% 28
2023
Q3 		$1.42M Buy
27,232
+776
+3% +$42.6K 0.36% 27
2023
Q2 		$1.46M Buy
26,456
+856
+3% +$44.9K 0.36% 27
2023
Q1 		$1.35M Buy
25,600
+4,612
+22% +$245K 0.35% 27
2022
Q4 		$1.07M Sell
20,988
-1,396
-6% -$71.1K 0.3% 29
2022
Q3 		$1.05M Buy
22,384
+780
+4% +$40.8K 0.32% 28
2022
Q2 		$1.06M Buy
21,604
+480
+2% +$25.9K 0.31% 26
2022
Q1 		$1.26M Buy
21,124
+17,280
+450% +$1.01M 0.33% 24
2021
Q4 		$245K Sell
3,844
-84
-2% -$5.27K 0.07% 55
2021
Q3 		$233K Buy
+3,928
New +$237K 0.07% 50

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

West Financial Advisors's VO Position: Q2 2026 in Review

West Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, selling an estimated $90.2K and leaving 36,700 shares worth $2.96M. The position accounts for 0.45% of the portfolio, ranked #26.

West Financial Advisors first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 834 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • West Financial Advisors held 36,700 shares of Vanguard Mid-Cap ETF worth $2.96M as of Q2 2026.
  • West Financial Advisors sold 1,164 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $90.2K.
  • Vanguard Mid-Cap ETF made up 0.45% of West Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • West Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 834 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.