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

Aire 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	$1.16M	Buy	16,124 +16	+0.1%	+$1.19K	0.21%	70
2025 Q4	$1.17M	Sell	16,108 -88	-0.5%	-$6.4K	0.21%	71
2025 Q3	$1.19M	Buy	16,196 +92	+0.6%	+$6.61K	0.22%	71
2025 Q2	$1.13M	Hold	16,104	–	–	0.22%	70
2025 Q1	$1.04M	Buy	16,104 +12	+0.1%	+$805	0.22%	69
2024 Q4	$1.06M	Buy	16,092 +1,980	+14%	+$134K	0.22%	72
2024 Q3	$931K	Hold	14,112	–	–	0.21%	71
2024 Q2	$854K	Hold	14,112	–	–	0.19%	74
2024 Q1	$882K	Hold	14,112	–	–	0.2%	75
2023 Q4	$821K	Hold	14,112	–	–	0.2%	72
2023 Q3	$735K	Sell	14,112 -268	-2%	-$14.7K	0.2%	70
2023 Q2	$791K	Hold	14,380	–	–	0.21%	70
2023 Q1	$758K	Sell	14,380 -1,452	-9%	-$77.2K	0.21%	69
2022 Q4	$806K	Buy	15,832 +260	+2%	+$13.2K	0.25%	64
2022 Q3	$732K	Buy	15,572 +744	+5%	+$38.9K	0.25%	62
2022 Q2	$731K	Sell	14,828 -388	-3%	-$21K	0.26%	59
2022 Q1	$905K	Buy	15,216 +4	+0%	+$235	0.32%	51
2021 Q4	$969K	Buy	+15,212	New	+$954K	0.42%	38

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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