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Wolff Financial Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Wolff Financial 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 		$29.6M Buy
367,145
+1,217
+0.3% +$94.3K 5.9% 9
2026
Q1 		$26.3M Buy
365,928
+10,168
+3% +$755K 5.81% 9
2025
Q4 		$25.8M Buy
355,760
+7,988
+2% +$581K 5.81% 9
2025
Q3 		$25.5M Buy
347,772
+4,536
+1% +$326K 5.93% 9
2025
Q2 		$24M Buy
343,236
+5,384
+2% +$353K 6.2% 7
2025
Q1 		$21.8M Buy
337,852
+800
+0.2% +$53.7K 6.05% 8
2024
Q4 		$22.3M Buy
337,052
+1,036
+0.3% +$70.3K 6.18% 7
2024
Q3 		$22.2M Buy
+336,016
New +$21.1M 6.02% 7
2024
Q2 		– Sell
-371,768
Closed -$23.2M – 89
2024
Q1 		$23.2M Sell
371,768
-1,536
-0.4% -$90.8K 6.77% 7
2023
Q4 		$21.7M Buy
373,304
+11,548
+3% +$617K 6.7% 7
2023
Q3 		$18.8M Buy
+361,756
New +$19.8M 6.43% 8
2023
Q2 		– Sell
-339,372
Closed -$17.9M – 93
2023
Q1 		$17.9M Buy
339,372
+10,564
+3% +$562K 6.23% 7
2022
Q4 		$16.8M Buy
328,808
+149,340
+83% +$7.61M 6.2% 6
2022
Q3 		$8.43M Buy
179,468
+3,596
+2% +$188K 3.85% 7
2022
Q2 		$8.66M Buy
175,872
+1,636
+0.9% +$88.4K 3.85% 8
2022
Q1 		$10.4M Buy
174,236
+2,220
+1% +$130K 4.11% 6
2021
Q4 		$11M Buy
+172,016
New +$10.8M 4.15% 7
2021
Q1 		$9.07M Buy
163,896
+16,880
+11% +$916K 4.16% 6
2020
Q4 		$7.6M Buy
147,016
+6,588
+5% +$319K 3.98% 8
2020
Q3 		$6.19M Sell
140,428
-2,652
-2% -$116K 3.67% 9
2020
Q2 		$5.86M Sell
143,080
-6,276
-4% -$240K 3.73% 8
2020
Q1 		$4.92M Buy
149,356
+15,340
+11% +$635K 3.71% 7
2019
Q4 		$5.97M Buy
134,016
+6,680
+5% +$287K 3.96% 5
2019
Q3 		$5.33M Buy
127,336
+5,752
+5% +$240K 3.89% 5
2019
Q2 		$5.08M Buy
121,584
+21,456
+21% +$878K 3.91% 6
2019
Q1 		$4.02M Buy
100,128
+19,648
+24% +$756K 3.34% 9
2018
Q4 		$2.78M Buy
+80,480
New +$3.02M 2.7% 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

Wolff Financial Management's VO Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.33% in Q2 2026, buying an estimated $94.3K and bringing the position to 367,145 shares worth $29.6M. The position accounts for 5.9% of the portfolio, ranked #9.

Wolff Financial Management first reported a position in VO in Q4 2018 and has held it in 27 quarters since. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wolff Financial Management held 367,145 shares of Vanguard Mid-Cap ETF worth $29.6M as of Q2 2026.
  • Wolff Financial Management bought 1,217 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $94.3K.
  • Vanguard Mid-Cap ETF made up 5.9% of Wolff Financial Management's portfolio in Q2 2026, its #9 holding.
  • Wolff Financial Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • 658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.