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

Aprio 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	$3.39M	Buy	47,252 +42,700	+938%	+$3.17M	0.19%	91
2025 Q4	$3.45M	Buy	+4,552	New	+$331K	0.2%	88
2023 Q1	–	Sell	-3,992	Closed	-$203K	–	144
2022 Q4	$203K	Sell	3,992 -1,056	-21%	-$53.8K	0.07%	119
2022 Q3	$237K	Buy	+5,048	New	+$264K	0.1%	91
2021 Q3	–	Sell	-3,724	Closed	-$221K	–	78
2021 Q2	$221K	Buy	+3,724	New	+$216K	0.1%	60

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Aprio Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 938% in Q1 2026, buying an estimated $3.17M and bringing the position to 47,252 shares worth $3.39M. The position accounts for 0.19% of the portfolio, ranked #91.

Aprio Wealth Management first reported a position in VO in Q2 2021 and has held it in 5 quarters since. The position peaked at $3.45M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Aprio Wealth Management held 47,252 shares of Vanguard Mid-Cap ETF worth $3.39M as of Q1 2026.
Aprio Wealth Management bought 42,700 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.17M.
Vanguard Mid-Cap ETF made up 0.19% of Aprio Wealth Management's portfolio in Q1 2026, its #91 holding.
Aprio Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 5 quarters since.
Aprio Wealth Management's Vanguard Mid-Cap ETF position peaked at $3.45M in Q4 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.