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

Aptus Capital 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 		$4.71M Buy
65,540
+3,988
+6% +$296K 0.04% 349
2025
Q4 		$4.47M Buy
61,552
+1,412
+2% +$103K 0.03% 334
2025
Q3 		$4.42M Buy
60,140
+164
+0.3% +$11.8K 0.03% 335
2025
Q2 		$4.2M Buy
59,976
+1,808
+3% +$119K 0.03% 316
2025
Q1 		$3.76M Buy
58,168
+4,408
+8% +$296K 0.04% 318
2024
Q4 		$3.55M Buy
53,760
+15,856
+42% +$1.08M 0.04% 317
2024
Q3 		$2.5M Buy
37,904
+128
+0.3% +$8.04K 0.04% 290
2024
Q2 		$2.29M Sell
37,776
-1,208
-3% -$73.4K 0.04% 277
2024
Q1 		$2.44M Buy
38,984
+21,096
+118% +$1.25M 0.05% 277
2023
Q4 		$1.04M Sell
17,888
-19,556
-52% -$1.04M 0.03% 282
2023
Q3 		$1.95M Buy
37,444
+7,748
+26% +$425K 0.05% 231
2023
Q2 		$1.63M Buy
29,696
+1,416
+5% +$74.2K 0.04% 238
2023
Q1 		$1.49M Buy
28,280
+17,688
+167% +$941K 0.04% 235
2022
Q4 		$540K Buy
10,592
+280
+3% +$14.3K 0.02% 340
2022
Q3 		$485K Buy
10,312
+4,604
+81% +$241K 0.01% 331
2022
Q2 		$281K Sell
5,708
-5,892
-51% -$318K 0.01% 335
2022
Q1 		$690K Buy
11,600
+908
+8% +$53.3K 0.02% 275
2021
Q4 		$681K Buy
10,692
+5,400
+102% +$339K 0.02% 268
2021
Q3 		$313K Sell
5,292
-180
-3% -$10.9K 0.01% 313
2021
Q2 		$325K Hold
5,472
– – 0.01% 307
2021
Q1 		$303K Sell
5,472
-964
-15% -$52.3K 0.01% 299
2020
Q4 		$332K Sell
6,436
-27,192
-81% -$1.32M 0.02% 263
2020
Q3 		$1.48M Buy
33,628
+1,776
+6% +$77.4K 0.08% 125
2020
Q2 		$1.3M Buy
31,852
+480
+2% +$18.4K 0.08% 119
2020
Q1 		$1.03M Buy
31,372
+9,800
+45% +$406K 0.09% 124
2019
Q4 		$960K Sell
21,572
-1,312
-6% -$56.3K 0.07% 174
2019
Q3 		$958K Sell
22,884
-776
-3% -$32.4K 0.05% 193
2019
Q2 		$988K Buy
+23,660
New +$968K 0.14% 126

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

Aptus Capital Advisors's VO Position: Q1 2026 in Review

Aptus Capital Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 6.5% in Q1 2026, buying an estimated $296K and bringing the position to 65,540 shares worth $4.71M. The position accounts for 0.04% of the portfolio, ranked #349.

Aptus Capital Advisors first reported a position in VO in Q2 2019 and has held it in 28 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Aptus Capital Advisors held 65,540 shares of Vanguard Mid-Cap ETF worth $4.71M as of Q1 2026.
  • Aptus Capital Advisors bought 3,988 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $296K.
  • Vanguard Mid-Cap ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #349 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.