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Arkadios Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Arkadios Wealth 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 		$11.7M Buy
162,744
+6,604
+4% +$491K 0.19% 117
2025
Q4 		$11.3M Buy
156,140
+16,636
+12% +$1.21M 0.22% 98
2025
Q3 		$10.2M Buy
139,504
+22,596
+19% +$1.62M 0.25% 83
2025
Q2 		$8.18M Buy
116,908
+25,644
+28% +$1.68M 0.24% 85
2025
Q1 		$5.9M Buy
91,264
+40,812
+81% +$2.74M 0.22% 102
2024
Q4 		$3.33M Sell
50,452
-26,368
-34% -$1.79M 0.18% 116
2024
Q3 		$5.07M Buy
76,820
+41,528
+118% +$2.61M 0.29% 72
2024
Q2 		$2.14M Sell
35,292
-146,600
-81% -$8.91M 0.14% 154
2024
Q1 		$11.4M Buy
181,892
+14,240
+8% +$842K 0.88% 18
2023
Q4 		$9.75M Buy
167,652
+23,832
+17% +$1.27M 0.82% 19
2023
Q3 		$7.49M Buy
143,820
+17,988
+14% +$986K 0.71% 24
2023
Q2 		$6.93M Buy
125,832
+4,820
+4% +$253K 0.81% 25
2023
Q1 		$6.38M Buy
121,012
+3,648
+3% +$194K 0.76% 26
2022
Q4 		$5.98M Buy
117,364
+548
+0.5% +$27.9K 0.79% 25
2022
Q3 		$5.49M Buy
116,816
+13,856
+13% +$724K 0.83% 22
2022
Q2 		$5.07M Sell
102,960
-2,960
-3% -$160K 0.75% 23
2022
Q1 		$6.3M Buy
105,920
+3,036
+3% +$178K 0.82% 19
2021
Q4 		$6.55M Sell
102,884
-392
-0.4% -$24.6K 0.87% 17
2021
Q3 		$6.11M Buy
103,276
+1,056
+1% +$63.8K 0.88% 13
2021
Q2 		$6.07M Buy
102,220
+2,112
+2% +$122K 0.74% 17
2021
Q1 		$5.54M Buy
100,108
+1,904
+2% +$103K 0.91% 17
2020
Q4 		$5.08M Buy
98,204
+98,124
+122,655% +$4.75M 1.07% 18
2020
Q3 		$3.72K Hold
80
– – ﹤0.01% 891
2020
Q2 		$3.34K Hold
80
– – ﹤0.01% 829
2020
Q1 		$2.63K Hold
80
– – ﹤0.01% 895
2019
Q4 		$3.71K Buy
+80
New +$3.44K ﹤0.01% 740

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

Arkadios Wealth Advisors's VO Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q1 2026, buying an estimated $491K and bringing the position to 162,744 shares worth $11.7M. The position accounts for 0.19% of the portfolio, ranked #117.

Arkadios Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Arkadios Wealth Advisors held 162,744 shares of Vanguard Mid-Cap ETF worth $11.7M as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,604 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $491K.
  • Vanguard Mid-Cap ETF made up 0.19% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.