Adapt Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Adapt Wealth Advisors’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	$3.26M	Sell	45,344 -2,564	-5%	-$191K	1.18%	20
2025 Q4	$3.48M	Sell	47,908 -4,532	-9%	-$330K	1.2%	19
2025 Q3	$3.85M	Sell	52,440 -1,192	-2%	-$85.6K	1.42%	18
2025 Q2	$3.75M	Sell	53,632 -784	-1%	-$51.5K	1.68%	18
2025 Q1	$3.52M	Sell	54,416 -180	-0.3%	-$12.1K	1.72%	18
2024 Q4	$3.61M	Sell	54,596 -540	-1%	-$36.7K	1.77%	19
2024 Q3	$3.64M	Sell	55,136 -1,980	-3%	-$124K	1.95%	18
2024 Q2	$3.46M	Buy	57,116 +620	+1%	+$37.7K	2.17%	17
2024 Q1	$3.53M	Buy	+56,496	New	+$3.34M	2.51%	15

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

Adapt Wealth Advisors's VO Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 5.4% in Q1 2026, selling an estimated $191K and leaving 45,344 shares worth $3.26M. The position accounts for 1.18% of the portfolio, ranked #20.

Adapt Wealth Advisors first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.85M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Adapt Wealth Advisors held 45,344 shares of Vanguard Mid-Cap ETF worth $3.26M as of Q1 2026.
Adapt Wealth Advisors sold 2,564 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $191K.
Vanguard Mid-Cap ETF made up 1.18% of Adapt Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Adapt Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $3.85M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.