AA
VO icon

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

Addison 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 		$1.56M Sell
21,712
-140
-0.6% -$10.4K 0.34% 57
2025
Q4 		$1.59M Sell
21,852
-132
-0.6% -$9.6K 0.36% 58
2025
Q3 		$1.61M Sell
21,984
-120
-0.5% -$8.62K 0.37% 58
2025
Q2 		$1.55M Sell
22,104
-1,140
-5% -$74.8K 0.39% 54
2025
Q1 		$1.5M Sell
23,244
-76
-0.3% -$5.1K 0.41% 50
2024
Q4 		$1.54M Sell
23,320
-184
-0.8% -$12.5K 0.43% 50
2024
Q3 		$1.55M Sell
23,504
-1,264
-5% -$79.4K 0.43% 49
2024
Q2 		$1.5M Sell
24,768
-1,812
-7% -$110K 0.48% 46
2024
Q1 		$1.66M Sell
26,580
-97,340
-79% -$5.75M 0.57% 40
2023
Q4 		$7.21M Buy
123,920
+12,640
+11% +$675K 2.81% 7
2023
Q3 		$5.79M Buy
111,280
+20,288
+22% +$1.11M 2.7% 6
2023
Q2 		$5.01M Buy
90,992
+25,540
+39% +$1.34M 2.47% 9
2023
Q1 		$3.45M Buy
65,452
+9,760
+18% +$519K 1.93% 11
2022
Q4 		$2.84M Buy
55,692
+3,236
+6% +$165K 1.7% 15
2022
Q3 		$2.46M Buy
52,456
+20,096
+62% +$1.05M 1.53% 18
2022
Q2 		$1.59M Buy
32,360
+10,760
+50% +$581K 0.97% 27
2022
Q1 		$1.28M Buy
21,600
+9,840
+84% +$577K 0.7% 34
2021
Q4 		$749K Buy
+11,760
New +$737K 0.46% 43

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

Addison Advisors's VO Position: Q1 2026 in Review

Addison Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.64% in Q1 2026, selling an estimated $10.4K and leaving 21,712 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #57.

Addison Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.21M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Addison Advisors held 21,712 shares of Vanguard Mid-Cap ETF worth $1.56M as of Q1 2026.
  • Addison Advisors sold 140 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $10.4K.
  • Vanguard Mid-Cap ETF made up 0.34% of Addison Advisors's portfolio in Q1 2026, its #57 holding.
  • Addison Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Addison Advisors's Vanguard Mid-Cap ETF position peaked at $7.21M in Q4 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.