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Advisor OS’s Vanguard Mid-Cap ETF VO Stock Holding History

Advisor OS’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 		$10.4M Buy
145,460
+23,044
+19% +$1.71M 0.76% 28
2025
Q4 		$8.88M Buy
122,416
+100,132
+449% +$7.28M 0.72% 25
2025
Q3 		$1.64M Buy
22,284
+320
+1% +$23K 0.14% 99
2025
Q2 		$1.54M Sell
21,964
-1,828
-8% -$120K 0.15% 96
2025
Q1 		$1.54M Buy
23,792
+8,512
+56% +$571K 0.18% 82
2024
Q4 		$1.01M Sell
15,280
-152
-1% -$10.3K 0.12% 118
2024
Q3 		$1.02M Sell
15,432
-60
-0.4% -$3.77K 0.1% 150
2024
Q2 		$938K Buy
15,492
+360
+2% +$21.9K 0.1% 170
2024
Q1 		$945K Buy
15,132
+28
+0.2% +$1.66K 0.11% 172
2023
Q4 		$878K Buy
15,104
+196
+1% +$10.5K 0.11% 159
2023
Q3 		$776K Buy
14,908
+28
+0.2% +$1.54K 0.12% 159
2023
Q2 		$819K Buy
+14,880
New +$780K 0.13% 155
2020
Q3 		– Sell
-44,828
Closed -$1.84M – 168
2020
Q2 		$1.84M Buy
+44,828
New +$1.72M 1.1% 20

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

Advisor OS's VO Position: Q1 2026 in Review

Advisor OS increased its Vanguard Mid-Cap ETF (VO) stake by 19% in Q1 2026, buying an estimated $1.71M and bringing the position to 145,460 shares worth $10.4M. The position accounts for 0.76% of the portfolio, ranked #28.

Advisor OS first reported a position in VO in Q2 2020 and has held it in 13 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Advisor OS held 145,460 shares of Vanguard Mid-Cap ETF worth $10.4M as of Q1 2026.
  • Advisor OS bought 23,044 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.71M.
  • Vanguard Mid-Cap ETF made up 0.76% of Advisor OS's portfolio in Q1 2026, its #28 holding.
  • Advisor OS first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 13 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.