Adero Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Adero Partners’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 Q1	$1.33M	Sell	20,560 -5,192	-20%	-$348K	0.09%	74
2024 Q4	$1.7M	Sell	25,752 -2,780	-10%	-$189K	0.11%	66
2024 Q3	$1.88M	Sell	28,532 -3,340	-10%	-$210K	0.12%	62
2024 Q2	$1.93M	Sell	31,872 -1,440	-4%	-$87.5K	0.14%	61
2024 Q1	$2.08M	Hold	33,312	–	–	0.16%	62
2023 Q4	$1.94M	Sell	33,312 -964	-3%	-$51.5K	0.16%	61
2023 Q3	$1.78M	Sell	34,276 -2,636	-7%	-$145K	0.17%	56
2023 Q2	$2.03M	Hold	36,912	–	–	0.2%	55
2023 Q1	$1.95M	Sell	36,912 -824	-2%	-$43.8K	0.21%	54
2022 Q4	$1.92M	Buy	37,736 +540	+1%	+$27.5K	0.23%	46
2022 Q3	$1.82M	Buy	+37,196	New	+$1.94M	0.23%	48
2022 Q2	–	Sell	-5,132	Closed	-$305K	–	169
2022 Q1	$305K	Sell	5,132 -672	-12%	-$39.4K	0.04%	125
2021 Q4	$370K	Buy	+5,804	New	+$364K	0.06%	122

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Adero Partners's VO Position: Q1 2025 in Review

Adero Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q1 2025, selling an estimated $348K and leaving 20,560 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #74.

Adero Partners first reported a position in VO in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.08M in Q1 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Adero Partners held 20,560 shares of Vanguard Morningstar Mid-Cap ETF worth $1.33M as of Q1 2025.
Adero Partners sold 5,192 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $348K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Adero Partners's portfolio in Q1 2025, its #74 holding.
Adero Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Adero Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $2.08M in Q1 2024.
2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.