AssuredPartners Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

AssuredPartners Investment 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	$442K	Buy	+6,072	New	+$451K	0.05%	275

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

AssuredPartners Investment Advisors's VO Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2026: 6,072 shares worth $442K. The stake represents 0.05% of the portfolio and ranks #275 among its holdings.

2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

AssuredPartners Investment Advisors held 6,072 shares of Vanguard Mid-Cap ETF worth $442K as of Q1 2026.
Vanguard Mid-Cap ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
Vanguard Mid-Cap ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #275 holding.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.