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

Avaii 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
2026 Q1	$377K	Hold	5,256	–	–	0.13%	98
2025 Q4	$381K	Hold	5,256	–	–	0.14%	94
2025 Q3	$386K	Buy	5,256 +32	+0.6%	+$2.3K	0.15%	90
2025 Q2	$365K	Hold	5,224	–	–	0.16%	80
2025 Q1	$338K	Hold	5,224	–	–	0.18%	74
2024 Q4	$345K	Sell	5,224 -160	-3%	-$10.9K	0.17%	82
2024 Q3	$355K	Sell	5,384 -24	-0.4%	-$1.51K	0.18%	81
2024 Q2	$327K	Hold	5,408	–	–	0.18%	100
2024 Q1	$338K	Sell	5,408 -12	-0.2%	-$709	0.2%	97
2023 Q4	$315K	Hold	5,420	–	–	0.21%	103
2023 Q3	$282K	Hold	5,420	–	–	0.21%	103
2023 Q2	$298K	Sell	5,420 -56	-1%	-$2.94K	0.23%	99
2023 Q1	$289K	Sell	5,476 -20	-0.4%	-$1.06K	0.25%	95
2022 Q4	$280K	Hold	5,496	–	–	0.25%	93
2022 Q3	$258K	Hold	5,496	–	–	0.27%	88
2022 Q2	$271K	Hold	5,496	–	–	0.29%	75
2022 Q1	$327K	Buy	5,496 +76	+1%	+$4.46K	0.3%	65
2021 Q4	$345K	Buy	+5,420	New	+$340K	0.35%	65

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

Avaii Wealth Management's VO Position: Q1 2026 in Review

Avaii Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 5,256 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #98.

Avaii Wealth Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $386K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Avaii Wealth Management held 5,256 shares of Vanguard Mid-Cap ETF worth $377K as of Q1 2026.
Avaii Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.13% of Avaii Wealth Management's portfolio in Q1 2026, its #98 holding.
Avaii Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Avaii Wealth Management's Vanguard Mid-Cap ETF position peaked at $386K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.