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

Atticus 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
2025
Q3 		– Sell
-1,700
Closed -$119K – 628
2025
Q2 		$119K Buy
1,700
+780
+85% +$51.2K 0.03% 229
2025
Q1 		$59.6K Sell
920
-108
-11% -$7.25K 0.02% 215
2024
Q4 		$68K Buy
1,028
+4
+0.4% +$272 0.02% 211
2024
Q3 		$67.6K Buy
1,024
+8
+0.8% +$502 0.02% 217
2024
Q2 		$61.6K Sell
1,016
-16
-2% -$972 0.02% 217
2024
Q1 		$64.6K Buy
1,032
+4
+0.4% +$236 0.02% 217
2023
Q4 		$59.9K Sell
1,028
-72
-7% -$3.85K 0.02% 226
2023
Q3 		$57.3K Buy
1,100
+4
+0.4% +$219 0.02% 226
2023
Q2 		$60.3K Buy
1,096
+504
+85% +$26.4K 0.02% 244
2023
Q1 		$31.2K Buy
592
+4
+0.7% +$213 0.01% 289
2022
Q4 		$30K Buy
588
+4
+0.7% +$204 0.01% 295
2022
Q3 		$29K Hold
584
– – 0.01% 288
2022
Q2 		$29K Hold
584
– – 0.01% 314
2022
Q1 		$35K Buy
584
+4
+0.7% +$235 0.01% 283
2021
Q4 		$37K Hold
580
– – 0.01% 259
2021
Q3 		$34K Buy
580
+292
+101% +$17.6K 0.01% 275
2021
Q2 		$17K Buy
+288
New +$16.7K 0.01% 303

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atticus Wealth Management's VO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 1,700 shares — an estimated $119K sold.

Atticus Wealth Management first reported a position in VO in Q2 2021 and held it in 17 quarters. The position peaked at $119K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Atticus Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,700 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $119K.
  • Atticus Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 17 quarters.
  • Atticus Wealth Management's Vanguard Mid-Cap ETF position peaked at $119K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.