WWA
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Wisconsin Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Wisconsin Wealth 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 		$2.47M Buy
30,705
+585
+2% +$45.4K 2.12% 14
2026
Q1 		$2.16M Buy
30,120
+1,036
+4% +$77K 2.13% 14
2025
Q4 		$2.11M Buy
29,084
+160
+0.6% +$11.6K 2.07% 14
2025
Q3 		$2.12M Sell
28,924
-252
-0.9% -$18.1K 2.02% 15
2025
Q2 		$2.04M Buy
29,176
+704
+2% +$46.2K 2.35% 11
2025
Q1 		$1.84M Buy
28,472
+532
+2% +$35.7K 2.64% 10
2024
Q4 		$1.84M Buy
+27,940
New +$1.9M 2.72% 11

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

Wisconsin Wealth Advisors's VO Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $45.4K and bringing the position to 30,705 shares worth $2.47M. The position accounts for 2.12% of the portfolio, ranked #14.

Wisconsin Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 659 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wisconsin Wealth Advisors held 30,705 shares of Vanguard Mid-Cap ETF worth $2.47M as of Q2 2026.
  • Wisconsin Wealth Advisors bought 585 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $45.4K.
  • Vanguard Mid-Cap ETF made up 2.12% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Wisconsin Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 659 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.