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Angeles Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Angeles Wealth 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 		$694K Buy
9,660
+588
+6% +$43.7K 0.04% 179
2025
Q4 		$658K Sell
9,072
-460
-5% -$33.5K 0.04% 174
2025
Q3 		$700K Sell
9,532
-268
-3% -$19.2K 0.04% 154
2025
Q2 		$685K Buy
9,800
+9,148
+1,403% +$600K 0.05% 145
2025
Q1 		$42.2K Hold
652
– – ﹤0.01% 337
2024
Q4 		$43.1K Hold
652
– – ﹤0.01% 342
2024
Q3 		$43K Hold
652
– – ﹤0.01% 300
2024
Q2 		$39.5K Hold
652
– – ﹤0.01% 263
2024
Q1 		$40.7K Hold
652
– – ﹤0.01% 254
2023
Q4 		$37.9K Buy
652
+468
+254% +$25K ﹤0.01% 229
2023
Q3 		$9.58K Buy
+184
New +$10.1K ﹤0.01% 219

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

Angeles Wealth Management's VO Position: Q1 2026 in Review

Angeles Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 6.5% in Q1 2026, buying an estimated $43.7K and bringing the position to 9,660 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #179.

Angeles Wealth Management first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $700K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Angeles Wealth Management held 9,660 shares of Vanguard Mid-Cap ETF worth $694K as of Q1 2026.
  • Angeles Wealth Management bought 588 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $43.7K.
  • Vanguard Mid-Cap ETF made up 0.04% of Angeles Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Angeles Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • Angeles Wealth Management's Vanguard Mid-Cap ETF position peaked at $700K in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.