AE Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Sell |
69,812
-3,572
| -5% | -$265K | 0.03% | 420 |
|
|
2025
Q4 | $5.32M | Buy |
73,384
+20,512
| +39% | +$1.49M | 0.03% | 382 |
|
|
2025
Q3 | $3.88M | Buy |
52,872
+10,644
| +25% | +$764K | 0.02% | 408 |
|
|
2025
Q2 | $2.95M | Sell |
42,228
-20,652
| -33% | -$1.36M | 0.02% | 453 |
|
|
2025
Q1 | $4.07M | Buy |
62,880
+5,812
| +10% | +$390K | 0.03% | 381 |
|
|
2024
Q4 | $3.77M | Sell |
57,068
-69,380
| -55% | -$4.71M | 0.03% | 395 |
|
|
2024
Q3 | $8.34M | Sell |
126,448
-8,920
| -7% | -$560K | 0.08% | 256 |
|
|
2024
Q2 | $8.19M | Buy |
135,368
+100,076
| +284% | +$6.08M | 0.08% | 251 |
|
|
2024
Q1 | $2.2M | Sell |
35,292
-515,188
| -94% | -$30.4M | 0.02% | 470 |
|
|
2023
Q4 | $31.7M | Sell |
550,480
-254,980
| -32% | -$13.6M | 0.16% | 133 |
|
|
2023
Q3 | $41.9M | Sell |
805,460
-32,628
| -4% | -$1.79M | 0.25% | 80 |
|
|
2023
Q2 | $46.1M | Buy |
838,088
+201,892
| +32% | +$10.6M | 0.28% | 68 |
|
|
2023
Q1 | $33.5M | Buy |
636,196
+15,176
| +2% | +$807K | 0.22% | 97 |
|
|
2022
Q4 | $31.6M | Buy |
621,020
+13,864
| +2% | +$706K | 0.23% | 88 |
|
|
2022
Q3 | $28.5M | Buy |
607,156
+230,324
| +61% | +$12M | 0.23% | 102 |
|
|
2022
Q2 | $18.6M | Sell |
376,832
-14,608
| -4% | -$789K | 0.15% | 162 |
|
|
2022
Q1 | $23.3M | Sell |
391,440
-10,904
| -3% | -$640K | 0.16% | 139 |
|
|
2021
Q4 | $25.6M | Buy |
402,344
+93,576
| +30% | +$5.87M | 0.18% | 121 |
|
|
2021
Q3 | $18.3M | Buy |
308,768
+18,392
| +6% | +$1.11M | 0.15% | 148 |
|
|
2021
Q2 | $17.2M | Buy |
290,376
+19,996
| +7% | +$1.16M | 0.15% | 136 |
|
|
2021
Q1 | $15M | Buy |
270,380
+110,056
| +69% | +$5.97M | 0.15% | 142 |
|
|
2020
Q4 | $8.29M | Buy |
160,324
+47,152
| +42% | +$2.28M | 0.09% | 211 |
|
|
2020
Q3 | $4.99M | Buy |
113,172
+11,524
| +11% | +$502K | 0.07% | 236 |
|
|
2020
Q2 | $4.17M | Buy |
101,648
+4,352
| +4% | +$167K | 0.06% | 257 |
|
|
2020
Q1 | $3.2M | Buy |
97,296
+18,884
| +24% | +$782K | 0.07% | 226 |
|
|
2019
Q4 | $3.49M | Buy |
78,412
+41,228
| +111% | +$1.77M | 0.08% | 235 |
|
|
2019
Q3 | $1.56M | Buy |
37,184
+14,068
| +61% | +$588K | 0.05% | 332 |
|
|
2019
Q2 | $966K | Buy |
23,116
+7,040
| +44% | +$288K | 0.03% | 417 |
|
|
2019
Q1 | $646K | Buy |
16,076
+392
| +2% | +$15.1K | 0.04% | 294 |
|
|
2018
Q4 | $542K | Sell |
15,684
-208
| -1% | -$7.81K | 0.09% | 231 |
|
|
2018
Q3 | $652K | Sell |
15,892
-336
| -2% | -$13.7K | 0.04% | 277 |
|
|
2018
Q2 | $640K | Buy |
16,228
+2,460
| +18% | +$96.6K | 0.04% | 230 |
|
|
2018
Q1 | $531K | Sell |
13,768
-2,676
| -16% | -$105K | 0.04% | 244 |
|
|
2017
Q4 | $636K | Buy |
16,444
+6,132
| +59% | +$231K | 0.06% | 214 |
|
|
2017
Q3 | $379K | Sell |
10,312
-2,760
| -21% | -$99.5K | 0.04% | 266 |
|
|
2017
Q2 | $466K | Buy |
13,072
+2,960
| +29% | +$105K | 0.06% | 235 |
|
|
2017
Q1 | $352K | Buy |
10,112
+3,448
| +52% | +$118K | 0.07% | 198 |
|
|
2016
Q4 | $219K | Buy |
+6,664
| New | +$216K | 0.09% | 179 |
|
Other funds holding VO
AE Wealth Management's VO Position: Q1 2026 in Review
AE Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 4.9% in Q1 2026, selling an estimated $265K and leaving 69,812 shares worth $5.01M. The position accounts for 0.03% of the portfolio, ranked #420.
AE Wealth Management first reported a position in VO in Q4 2016 and has held it in 38 quarters since. The position peaked at $46.1M in Q2 2023. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- AE Wealth Management held 69,812 shares of Vanguard Mid-Cap ETF worth $5.01M as of Q1 2026.
- AE Wealth Management sold 3,572 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $265K.
- Vanguard Mid-Cap ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #420 holding.
- AE Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- AE Wealth Management's Vanguard Mid-Cap ETF position peaked at $46.1M in Q2 2023.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.