WEG
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World Equity Group’s Vanguard Mid-Cap ETF VO Stock Holding History

World Equity Group’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 		$1.02M Buy
12,620
+256
+2% +$19.8K 0.23% 96
2026
Q1 		$888K Buy
12,364
+232
+2% +$17.2K 0.23% 102
2025
Q4 		$880K Buy
12,132
+288
+2% +$20.9K 0.25% 97
2025
Q3 		$870K Buy
11,844
+716
+6% +$51.4K 0.2% 108
2025
Q2 		$778K Buy
11,128
+2,780
+33% +$182K 0.21% 103
2025
Q1 		$539K Sell
8,348
-8,276
-50% -$555K 0.15% 137
2024
Q4 		$1.1M Buy
16,624
+8,580
+107% +$582K 0.24% 92
2024
Q3 		$530K Sell
8,044
-3,180
-28% -$200K 0.19% 122
2024
Q2 		$679K Sell
11,224
-11,872
-51% -$721K 0.2% 132
2024
Q1 		$1.44M Buy
23,096
+720
+3% +$42.5K 0.3% 88
2023
Q4 		$1.3M Buy
22,376
+12,244
+121% +$654K 0.26% 93
2023
Q3 		$527K Buy
10,132
+636
+7% +$34.9K 0.11% 194
2023
Q2 		$523K Sell
9,496
-52,760
-85% -$2.77M 0.15% 174
2023
Q1 		$703K Buy
62,256
+52,356
+529% +$2.79M 0.11% 214
2022
Q4 		$504K Buy
9,900
+124
+1% +$6.32K 0.12% 175
2022
Q3 		$459K Buy
9,776
+180
+2% +$9.41K 0.12% 175
2022
Q2 		$473K Buy
9,596
+788
+9% +$42.6K 0.12% 183
2022
Q1 		$524K Buy
+8,808
New +$517K 0.11% 203

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

World Equity Group's VO Position: Q2 2026 in Review

World Equity Group increased its Vanguard Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $19.8K and bringing the position to 12,620 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #96.

World Equity Group first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2024. 632 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • World Equity Group held 12,620 shares of Vanguard Mid-Cap ETF worth $1.02M as of Q2 2026.
  • World Equity Group bought 256 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
  • Vanguard Mid-Cap ETF made up 0.23% of World Equity Group's portfolio in Q2 2026, its #96 holding.
  • World Equity Group first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Mid-Cap ETF position peaked at $1.44M in Q1 2024.
  • 632 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.