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

Aberdeen 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	$751K	Buy	10,460 +1,132	+12%	+$84.1K	0.34%	61
2025 Q4	$677K	Buy	9,328 +3,448	+59%	+$251K	0.31%	70
2025 Q3	$432K	Buy	5,880 +60	+1%	+$4.31K	0.27%	96
2025 Q2	$407K	Buy	5,820 +400	+7%	+$26.3K	0.27%	97
2025 Q1	$350K	Buy	5,420 +4,900	+942%	+$329K	0.24%	105
2024 Q4	$34.3K	Sell	520 -192	-27%	-$13K	0.02%	151
2024 Q3	$47K	Hold	712	–	–	0.03%	151
2024 Q2	$43.1K	Buy	712 +36	+5%	+$2.19K	0.03%	153
2024 Q1	$42.2K	Buy	+676	New	+$40K	0.02%	157
2023 Q2	–	Sell	-532	Closed	-$28.1K	–	167
2023 Q1	$28.1K	Hold	532	–	–	0.02%	152
2022 Q4	$27.1K	Hold	532	–	–	0.02%	153
2022 Q3	$25K	Buy	532 +192	+56%	+$10K	0.02%	147
2022 Q2	$17K	Hold	340	–	–	0.01%	153
2022 Q1	$20K	Buy	+340	New	+$19.9K	0.01%	157
2021 Q1	–	Sell	-300	Closed	-$16K	–	157
2020 Q4	$16K	Buy	+300	New	+$14.5K	0.01%	146
2020 Q1	–	Sell	-300	Closed	-$13K	–	147
2019 Q4	$13K	Buy	+300	New	+$12.9K	0.01%	147

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Aberdeen Wealth Management's VO Position: Q1 2026 in Review

Aberdeen Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q1 2026, buying an estimated $84.1K and bringing the position to 10,460 shares worth $751K. The position accounts for 0.34% of the portfolio, ranked #61.

Aberdeen Wealth Management first reported a position in VO in Q4 2019 and has held it in 16 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Aberdeen Wealth Management held 10,460 shares of Vanguard Mid-Cap ETF worth $751K as of Q1 2026.
Aberdeen Wealth Management bought 1,132 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $84.1K.
Vanguard Mid-Cap ETF made up 0.34% of Aberdeen Wealth Management's portfolio in Q1 2026, its #61 holding.
Aberdeen Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 16 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.