1900 Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

1900 Wealth 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 Q1	$8.91M	Buy	124,096 +8,468	+7%	+$629K	0.57%	24
2025 Q4	$8.39M	Sell	115,628 -784	-0.7%	-$57K	0.54%	27
2025 Q3	$8.55M	Buy	116,412 +1,212	+1%	+$87K	0.58%	24
2025 Q2	$8.06M	Sell	115,200 -376	-0.3%	-$24.7K	0.61%	26
2025 Q1	$7.47M	Buy	115,576 +152	+0.1%	+$10.2K	0.62%	27
2024 Q4	$7.62M	Sell	115,424 -3,100	-3%	-$210K	0.64%	27
2024 Q3	$7.82M	Buy	118,524 +724	+0.6%	+$45.5K	0.67%	27
2024 Q2	$7.13M	Sell	117,800 -352	-0.3%	-$21.4K	0.67%	29
2024 Q1	$7.38M	Buy	118,152 +576	+0.5%	+$34K	0.67%	32
2023 Q4	$6.84M	Sell	117,576 -13,224	-10%	-$707K	0.63%	37
2023 Q3	$6.81M	Buy	130,800 +268	+0.2%	+$14.7K	0.68%	35
2023 Q2	$7.18M	Buy	130,532 +6,388	+5%	+$335K	0.74%	34
2023 Q1	$6.33M	Sell	124,144 -524	-0.4%	-$27.9K	0.68%	38
2022 Q4	$6.35M	Buy	124,668 +2,700	+2%	+$138K	0.69%	37
2022 Q3	$5.73M	Buy	121,968 +3,972	+3%	+$208K	0.67%	38
2022 Q2	$5.81M	Buy	117,996 +964	+0.8%	+$52.1K	0.63%	38
2022 Q1	$6.96M	Buy	117,032 +16,776	+17%	+$984K	0.66%	34
2021 Q4	$6.38M	Buy	100,256 +1,244	+1%	+$78K	0.58%	46
2021 Q3	$5.86M	Sell	99,012 -2,392	-2%	-$145K	0.57%	44
2021 Q2	$6.02M	Sell	101,404 -4,592	-4%	-$266K	0.58%	42
2021 Q1	$5.87K	Buy	105,996 +712	+0.7%	+$38.6K	0.44%	37
2020 Q4	$5.44M	Buy	+105,284	New	+$5.1M	0.64%	39

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return