Aureus Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.19M | Buy |
44,432
+8,900
| +25% | +$661K | 0.21% | 59 |
|
|
2025
Q4 | $2.58M | Buy |
35,532
+932
| +3% | +$67.8K | 0.16% | 67 |
|
|
2025
Q3 | $2.54M | Buy |
34,600
+144
| +0.4% | +$10.3K | 0.17% | 66 |
|
|
2025
Q2 | $2.41M | Buy |
34,456
+728
| +2% | +$47.8K | 0.15% | 69 |
|
|
2025
Q1 | $2.18M | Buy |
33,728
+1,372
| +4% | +$92.1K | 0.15% | 70 |
|
|
2024
Q4 | $2.14M | Buy |
32,356
+2,096
| +7% | +$142K | 0.14% | 71 |
|
|
2024
Q3 | $2M | Sell |
30,260
-1,872
| -6% | -$118K | 0.13% | 77 |
|
|
2024
Q2 | $1.94M | Sell |
32,132
-900
| -3% | -$54.7K | 0.14% | 72 |
|
|
2024
Q1 | $2.06M | Sell |
33,032
-10,784
| -25% | -$637K | 0.14% | 70 |
|
|
2023
Q4 | $2.55M | Buy |
43,816
+100
| +0.2% | +$5.34K | 0.19% | 65 |
|
|
2023
Q3 | $2.28M | Buy |
43,716
+2,996
| +7% | +$164K | 0.18% | 66 |
|
|
2023
Q2 | $2.24M | Sell |
40,720
-28
| -0.1% | -$1.47K | 0.17% | 70 |
|
|
2023
Q1 | $2.15M | Sell |
40,748
-2,796
| -6% | -$149K | 0.17% | 69 |
|
|
2022
Q4 | $2.22M | Buy |
43,544
+5,160
| +13% | +$263K | 0.19% | 67 |
|
|
2022
Q3 | $1.8M | Sell |
38,384
-220
| -0.6% | -$11.5K | 0.16% | 70 |
|
|
2022
Q2 | $1.9M | Sell |
38,604
-596
| -2% | -$32.2K | 0.15% | 73 |
|
|
2022
Q1 | $2.31M | Buy |
39,200
+1,184
| +3% | +$69.5K | 0.15% | 69 |
|
|
2021
Q4 | $2.42M | Buy |
38,016
+116
| +0.3% | +$7.27K | 0.15% | 69 |
|
|
2021
Q3 | $2.24M | Buy |
37,900
+176
| +0.5% | +$10.6K | 0.15% | 72 |
|
|
2021
Q2 | $2.24M | Buy |
37,724
+536
| +1% | +$31.1K | 0.14% | 74 |
|
|
2021
Q1 | $2.06M | Buy |
37,188
+1,784
| +5% | +$96.8K | 0.16% | 59 |
|
|
2020
Q4 | $1.83M | Buy |
35,404
+9,452
| +36% | +$458K | 0.15% | 62 |
|
|
2020
Q3 | $1.14M | Sell |
25,952
-120
| -0.5% | -$5.23K | 0.11% | 75 |
|
|
2020
Q2 | $1.07M | Hold |
26,072
| – | – | 0.12% | 73 |
|
|
2020
Q1 | $858K | Buy |
26,072
+600
| +2% | +$24.8K | 0.12% | 75 |
|
|
2019
Q4 | $1.14M | Sell |
25,472
-600
| -2% | -$25.8K | 0.13% | 78 |
|
|
2019
Q3 | $1.09M | Sell |
26,072
-244
| -0.9% | -$10.2K | 0.14% | 75 |
|
|
2019
Q2 | $1.1M | Buy |
26,316
+304
| +1% | +$12.4K | 0.14% | 74 |
|
|
2019
Q1 | $1.04M | Sell |
26,012
-452
| -2% | -$17.4K | 0.14% | 75 |
|
|
2018
Q4 | $914K | Buy |
26,464
+2,828
| +12% | +$106K | 0.14% | 73 |
|
|
2018
Q3 | $970K | Sell |
23,636
-13,804
| -37% | -$563K | 0.12% | 78 |
|
|
2018
Q2 | $1.48M | Sell |
37,440
-2,208
| -6% | -$86.7K | 0.2% | 58 |
|
|
2018
Q1 | $1.53M | Buy |
39,648
+1,680
| +4% | +$66.1K | 0.23% | 57 |
|
|
2017
Q4 | $1.47M | Sell |
37,968
-1,520
| -4% | -$57.4K | 0.23% | 59 |
|
|
2017
Q3 | $1.45M | Buy |
39,488
+1,200
| +3% | +$43.3K | 0.23% | 56 |
|
|
2017
Q2 | $1.36M | Sell |
38,288
-128
| -0.3% | -$4.52K | 0.23% | 56 |
|
|
2017
Q1 | $1.35M | Sell |
38,416
-6,404
| -14% | -$220K | 0.24% | 58 |
|
|
2016
Q4 | $1.48M | Sell |
44,820
-5,948
| -12% | -$193K | 0.29% | 53 |
|
|
2016
Q3 | $1.64M | Buy |
50,768
+160
| +0.3% | +$5.13K | 0.33% | 50 |
|
|
2016
Q2 | $1.56M | Sell |
50,608
-1,024
| -2% | -$31.3K | 0.34% | 49 |
|
|
2016
Q1 | $1.56M | Buy |
51,632
+21,000
| +69% | +$594K | 0.34% | 46 |
|
|
2015
Q4 | $920K | Buy |
30,632
+4,628
| +18% | +$141K | 0.21% | 55 |
|
|
2015
Q3 | $758K | Sell |
26,004
-40
| -0.2% | -$1.25K | 0.19% | 58 |
|
|
2015
Q2 | $830K | Sell |
26,044
-1,256
| -5% | -$40.8K | 0.17% | 68 |
|
|
2015
Q1 | $906K | Sell |
27,300
-4,200
| -13% | -$132K | 0.21% | 65 |
|
|
2014
Q4 | $973K | Buy |
31,500
+8,880
| +39% | +$268K | 0.24% | 60 |
|
|
2014
Q3 | $663K | Sell |
22,620
-4,336
| -16% | -$129K | 0.17% | 70 |
|
|
2014
Q2 | $800K | Sell |
26,956
-3,900
| -13% | -$111K | 0.2% | 64 |
|
|
2014
Q1 | $876K | Sell |
30,856
-844
| -3% | -$23.4K | 0.23% | 72 |
|
|
2013
Q4 | $872K | Sell |
31,700
-11,596
| -27% | -$309K | 0.24% | 71 |
|
|
2013
Q3 | $1.11M | Buy |
43,296
+14,464
| +50% | +$363K | 0.38% | 59 |
|
|
2013
Q2 | $686K | Buy |
+28,832
| New | +$684K | 0.25% | 72 |
|
Other funds holding VO
Aureus Asset Management's VO Position: Q1 2026 in Review
Aureus Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 25% in Q1 2026, buying an estimated $661K and bringing the position to 44,432 shares worth $3.19M. The position accounts for 0.21% of the portfolio, ranked #59.
Aureus Asset Management first reported a position in VO in Q2 2013 and has held it in 52 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Aureus Asset Management held 44,432 shares of Vanguard Mid-Cap ETF worth $3.19M as of Q1 2026.
- Aureus Asset Management bought 8,900 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $661K.
- Vanguard Mid-Cap ETF made up 0.21% of Aureus Asset Management's portfolio in Q1 2026, its #59 holding.
- Aureus Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.