William Mack & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

William Mack & Associates’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	$40M	Buy	496,380 +179,416	+57%	+$13.9M	14.1%	3
2026 Q1	$22.8M	Sell	316,964 -13,664	-4%	-$1.02M	13.01%	3
2025 Q4	$24M	Buy	330,628 +65,052	+24%	+$4.73M	11.29%	3
2025 Q3	$19.5M	Buy	265,576 +46,836	+21%	+$3.36M	10.49%	2
2025 Q2	$15.3M	Buy	218,740 +81,372	+59%	+$5.34M	9.72%	3
2025 Q1	$8.88M	Buy	137,368 +54,452	+66%	+$3.65M	7.6%	3
2024 Q4	$5.48M	Buy	+82,916	New	+$5.63M	5.73%	5

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return