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Abner Herrman & Brock’s Vanguard Mid-Cap ETF VO Stock Holding History

Abner Herrman & Brock’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 		– Sell
-3,328
Closed -$241K – 118
2025
Q4 		$241K Buy
+3,328
New +$242K 0.02% 100

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Abner Herrman & Brock's VO Position: Q1 2026 in Review

Abner Herrman & Brock sold out of Vanguard Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,328 shares — an estimated $241K sold.

Abner Herrman & Brock first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Abner Herrman & Brock reported no remaining Vanguard Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Abner Herrman & Brock sold 3,328 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $241K.
  • Abner Herrman & Brock first reported a position in Vanguard Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Abner Herrman & Brock's Vanguard Mid-Cap ETF position peaked at $241K in Q4 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Abner Herrman & Brock's 13F filing for Q1 2026, filed 7 Apr 2026.