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Astra Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Astra Wealth Partners’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 		$719K Sell
10,008
-72
-0.7% -$5.35K 0.43% 44
2025
Q4 		$731K Sell
10,080
-320
-3% -$23.3K 0.43% 44
2025
Q3 		$764K Hold
10,400
– – 0.51% 44
2025
Q2 		$728K Buy
10,400
+2,308
+29% +$152K 0.56% 42
2025
Q1 		$523K Buy
8,092
+396
+5% +$26.6K 0.48% 39
2024
Q4 		$508K Buy
+7,696
New +$522K 0.47% 39

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

Astra Wealth Partners's VO Position: Q1 2026 in Review

Astra Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 0.71% in Q1 2026, selling an estimated $5.35K and leaving 10,008 shares worth $719K. The position accounts for 0.43% of the portfolio, ranked #44.

Astra Wealth Partners first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $764K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Astra Wealth Partners held 10,008 shares of Vanguard Mid-Cap ETF worth $719K as of Q1 2026.
  • Astra Wealth Partners sold 72 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.35K.
  • Vanguard Mid-Cap ETF made up 0.43% of Astra Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Astra Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Astra Wealth Partners's Vanguard Mid-Cap ETF position peaked at $764K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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