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

Advisor Resource Council’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 Q2	–	Sell	-33,772	Closed	-$2.18M	–	581
2025 Q1	$2.18M	Buy	+33,772	New	+$2.27M	0.18%	145
2024 Q1	–	Sell	-18,048	Closed	-$1.05M	–	524
2023 Q4	$1.05M	Buy	+18,048	New	+$964K	0.12%	168
2022 Q3	–	Sell	-37,780	Closed	-$1.86M	–	494
2022 Q2	$1.86M	Buy	37,780 +32,012	+555%	+$1.73M	0.17%	131
2022 Q1	$343K	Sell	5,768 -23,184	-80%	-$1.36M	0.1%	145
2021 Q4	$1.84M	Buy	28,952 +23,816	+464%	+$1.49M	0.14%	159
2021 Q3	$303K	Sell	5,136 -7,604	-60%	-$459K	0.09%	170
2021 Q2	$756K	Buy	+12,740	New	+$738K	0.08%	240

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Advisor Resource Council's VO Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 33,772 shares — an estimated $2.18M sold.

Advisor Resource Council first reported a position in VO in Q2 2021 and held it in 7 quarters. The position peaked at $2.18M in Q1 2025. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 33,772 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $2.18M.
Advisor Resource Council first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's Vanguard Mid-Cap ETF position peaked at $2.18M in Q1 2025.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.