WCM
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Winebrenner Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Winebrenner Capital 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 		$620K Sell
7,689
-95
-1% -$7.37K 0.38% 80
2026
Q1 		$559K Buy
7,784
+60
+0.8% +$4.46K 0.36% 80
2025
Q4 		$560K Sell
7,724
-128
-2% -$9.31K 0.37% 77
2025
Q3 		$577K Sell
7,852
-464
-6% -$33.3K 0.41% 73
2025
Q2 		$582K Sell
8,316
-8
-0.1% -$525 0.47% 72
2025
Q1 		$538K Sell
8,324
-132
-2% -$8.86K 0.49% 71
2024
Q4 		$558K Buy
+8,456
New +$574K 0.43% 78

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Winebrenner Capital Management's VO Position: Q2 2026 in Review

Winebrenner Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $7.37K and leaving 7,689 shares worth $620K. The position accounts for 0.38% of the portfolio, ranked #80.

Winebrenner Capital Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Winebrenner Capital Management held 7,689 shares of Vanguard Mid-Cap ETF worth $620K as of Q2 2026.
  • Winebrenner Capital Management sold 95 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $7.37K.
  • Vanguard Mid-Cap ETF made up 0.38% of Winebrenner Capital Management's portfolio in Q2 2026, its #80 holding.
  • Winebrenner Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.