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Wetzel Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Wetzel Investment 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 		$2.16M Sell
26,756
-1,008
-4% -$78.1K 0.75% 28
2026
Q1 		$1.99M Sell
27,764
-128
-0.5% -$9.51K 0.79% 27
2025
Q4 		$2.02M Sell
27,892
-284
-1% -$20.7K 0.82% 27
2025
Q3 		$2.08M Sell
28,176
-160
-0.6% -$11.5K 0.89% 25
2025
Q2 		$1.99M Sell
28,336
-1,980
-7% -$130K 0.91% 26
2025
Q1 		$1.96M Buy
30,316
+3,948
+15% +$265K 0.99% 25
2024
Q4 		$1.74M Buy
26,368
+6,324
+32% +$429K 0.87% 27
2024
Q3 		$1.32M Buy
20,044
+19,212
+2,309% +$1.21M 0.66% 34
2024
Q2 		$52K Buy
832
+8
+1% +$486 0.03% 235
2024
Q1 		$48.4K Buy
824
+16
+2% +$946 0.03% 254
2023
Q4 		$47K Buy
+808
New +$43.2K 0.03% 253

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

Wetzel Investment Advisors's VO Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $78.1K and leaving 26,756 shares worth $2.16M. The position accounts for 0.75% of the portfolio, ranked #28.

Wetzel Investment Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wetzel Investment Advisors held 26,756 shares of Vanguard Mid-Cap ETF worth $2.16M as of Q2 2026.
  • Wetzel Investment Advisors sold 1,008 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $78.1K.
  • Vanguard Mid-Cap ETF made up 0.75% of Wetzel Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Wetzel Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.