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Anchor Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Anchor Investment Management’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 		$2.04M Sell
28,440
-44
-0.2% -$3.27K 0.17% 130
2025
Q4 		$2.07M Sell
28,484
-40
-0.1% -$2.91K 0.17% 133
2025
Q3 		$2.09M Sell
28,524
-320
-1% -$23K 0.17% 132
2025
Q2 		$2.02M Sell
28,844
-1,584
-5% -$104K 0.18% 133
2025
Q1 		$1.97M Sell
30,428
-148
-0.5% -$9.93K 0.18% 130
2024
Q4 		$2.02M Sell
30,576
-224
-0.7% -$15.2K 0.19% 129
2024
Q3 		$2.03M Sell
30,800
-1,164
-4% -$73.1K 0.19% 128
2024
Q2 		$1.93M Sell
31,964
-2,476
-7% -$150K 0.2% 118
2024
Q1 		$2.15M Sell
34,440
-604
-2% -$35.7K 0.23% 114
2023
Q4 		$2.04M Sell
35,044
-1,432
-4% -$76.5K 0.23% 110
2023
Q3 		$1.9M Sell
36,476
-6,104
-14% -$335K 0.25% 103
2023
Q2 		$2.34M Sell
42,580
-564
-1% -$29.6K 0.3% 98
2023
Q1 		$2.27M Buy
43,144
+220
+0.5% +$11.7K 0.31% 90
2022
Q4 		$2.19M Buy
42,924
+1,732
+4% +$88.2K 0.31% 91
2022
Q3 		$1.94M Sell
41,192
-80
-0.2% -$4.18K 0.3% 88
2022
Q2 		$2.03M Sell
41,272
-284
-0.7% -$15.3K 0.29% 86
2022
Q1 		$2.47M Sell
41,556
-444
-1% -$26K 0.31% 87
2021
Q4 		$2.68M Buy
42,000
+492
+1% +$30.8K 0.33% 80
2021
Q3 		$2.46M Buy
41,508
+208
+0.5% +$12.6K 0.34% 79
2021
Q2 		$2.45M Sell
41,300
-1,168
-3% -$67.7K 0.34% 80
2021
Q1 		$2.35M Sell
42,468
-2,232
-5% -$121K 0.36% 78
2020
Q4 		$2.31M Sell
44,700
-116
-0.3% -$5.62K 0.42% 73
2020
Q3 		$1.97M Sell
44,816
-896
-2% -$39K 0.4% 71
2020
Q2 		$1.87M Buy
45,712
+4
+0% +$153 0.42% 69
2020
Q1 		$1.5M Sell
45,708
-10,600
-19% -$439K 0.39% 75
2019
Q4 		$2.51M Sell
56,308
-100
-0.2% -$4.29K 0.53% 55
2019
Q3 		$2.36M Sell
56,408
-1,456
-3% -$60.8K 0.54% 53
2019
Q2 		$2.42M Sell
57,864
-1,016
-2% -$41.6K 0.58% 48
2019
Q1 		$2.37M Sell
58,880
-8,072
-12% -$310K 0.59% 45
2018
Q4 		$2.31M Sell
66,952
-560
-0.8% -$21K 0.66% 38
2018
Q3 		$2.77M Buy
67,512
+400
+0.6% +$16.3K 0.63% 37
2018
Q2 		$2.64M Buy
67,112
+1,148
+2% +$45.1K 0.65% 36
2018
Q1 		$2.54M Buy
65,964
+3,304
+5% +$130K 0.67% 34
2017
Q4 		$2.42M Buy
62,660
+10,700
+21% +$404K 0.64% 41
2017
Q3 		$1.91M Buy
51,960
+51,620
+15,182% +$1.86M 0.56% 52
2017
Q2 		$12.1K Hold
340
– – ﹤0.01% 543
2017
Q1 		$11.8K Hold
340
– – ﹤0.01% 543
2016
Q4 		$11.2K Hold
340
– – ﹤0.01% 530
2016
Q3 		$11K Hold
340
– – ﹤0.01% 517
2016
Q2 		$10.5K Buy
+340
New +$10.4K ﹤0.01% 512

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

Anchor Investment Management's VO Position: Q1 2026 in Review

Anchor Investment Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.15% in Q1 2026, selling an estimated $3.27K and leaving 28,440 shares worth $2.04M. The position accounts for 0.17% of the portfolio, ranked #130.

Anchor Investment Management first reported a position in VO in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.77M in Q3 2018. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Anchor Investment Management held 28,440 shares of Vanguard Mid-Cap ETF worth $2.04M as of Q1 2026.
  • Anchor Investment Management sold 44 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.27K.
  • Vanguard Mid-Cap ETF made up 0.17% of Anchor Investment Management's portfolio in Q1 2026, its #130 holding.
  • Anchor Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • Anchor Investment Management's Vanguard Mid-Cap ETF position peaked at $2.77M in Q3 2018.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.