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

Accredited 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
2025
Q3 		$3.36M Sell
8,020
-32,876
-80% -$2.36M 2.5% 11
2025
Q2 		$2.87M Buy
40,896
+1,240
+3% +$81.4K 2.33% 12
2025
Q1 		$2.56M Buy
39,656
+5,120
+15% +$344K 2.17% 12
2024
Q4 		$2.28M Buy
+34,536
New +$2.34M 2% 13

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accredited Wealth Management's VO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 80% in Q3 2025, selling an estimated $2.36M and leaving 8,020 shares worth $3.36M. The position accounts for 2.5% of the portfolio, ranked #11.

Accredited Wealth Management first reported a position in VO in Q4 2024 and has held it in 4 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Accredited Wealth Management held 8,020 shares of Vanguard Mid-Cap ETF worth $3.36M as of Q3 2025.
  • Accredited Wealth Management sold 32,876 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $2.36M.
  • Vanguard Mid-Cap ETF made up 2.5% of Accredited Wealth Management's portfolio in Q3 2025, its #11 holding.
  • Accredited Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.