Almanack Investment Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Almanack Investment 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	–	Sell	-129,104	Closed	-$8.52M	–	200
2024 Q4	$8.52M	Sell	129,104 -5,448	-4%	-$370K	1.32%	20
2024 Q3	$8.87M	Buy	134,552 +6,440	+5%	+$404K	1.39%	18
2024 Q2	$7.75M	Buy	128,112 +8,760	+7%	+$532K	1.31%	19
2024 Q1	$7.46M	Buy	119,352 +7,008	+6%	+$414K	1.27%	17
2023 Q4	$6.53M	Buy	112,344 +23,864	+27%	+$1.28M	1.21%	21
2023 Q3	$4.61M	Buy	88,480 +3,876	+5%	+$213K	0.89%	20
2023 Q2	$4.66M	Buy	84,604 +4,428	+6%	+$232K	0.82%	20
2023 Q1	$4.23M	Buy	80,176 +4,584	+6%	+$244K	0.83%	20
2022 Q4	$3.85M	Buy	+75,592	New	+$3.85M	0.82%	19
2022 Q3	–	Sell	-44,096	Closed	-$2.17M	–	951
2022 Q2	$2.17M	Sell	44,096 -122,248	-73%	-$6.61M	0.22%	73
2022 Q1	$9.89M	Buy	166,344 +158,432	+2,002%	+$9.29M	0.86%	25
2021 Q4	$504K	Buy	+7,912	New	+$496K	0.04%	264
2021 Q2	–	Sell	-145,744	Closed	-$8.06M	–	485
2021 Q1	$8.06M	Sell	145,744 -2,680	-2%	-$145K	0.82%	29
2020 Q4	$7.67M	Buy	+148,424	New	+$7.19M	0.88%	29

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

Almanack Investment Partners's VO Position: Q1 2025 in Review

Almanack Investment Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 129,104 shares — an estimated $8.52M sold.

Almanack Investment Partners first reported a position in VO in Q4 2020 and held it in 14 quarters. The position peaked at $9.89M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Almanack Investment Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Almanack Investment Partners sold 129,104 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $8.52M.
Almanack Investment Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 14 quarters.
Almanack Investment Partners's Vanguard Mid-Cap ETF position peaked at $9.89M in Q1 2022.
2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.