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Wilkins Miller Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Wilkins Miller 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 		$1.37M Buy
16,958
+1,862
+12% +$144K 0.75% 39
2026
Q1 		$1.08M Buy
15,096
+1,264
+9% +$93.9K 0.66% 41
2025
Q4 		$1M Buy
13,832
+2,956
+27% +$215K 0.6% 44
2025
Q3 		$782K Buy
10,876
+2,196
+25% +$158K 0.48% 48
2025
Q2 		$607K Buy
8,680
+1,952
+29% +$128K 0.41% 53
2025
Q1 		$435K Buy
6,728
+2,100
+45% +$141K 0.33% 56
2024
Q4 		$306K Buy
+4,628
New +$314K 0.32% 55

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

Wilkins Miller Wealth Management's VO Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $144K and bringing the position to 16,958 shares worth $1.37M. The position accounts for 0.75% of the portfolio, ranked #39.

Wilkins Miller Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wilkins Miller Wealth Management held 16,958 shares of Vanguard Mid-Cap ETF worth $1.37M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 1,862 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Mid-Cap ETF made up 0.75% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Wilkins Miller Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 742 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.