Avantax Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Avantax Advisory Services’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 Q2	$36.3M	Buy	518,972 +44,644	+9%	+$2.93M	0.2%	78
2025 Q1	$30.7M	Buy	474,328 +27,228	+6%	+$1.83M	0.19%	88
2024 Q4	$29.5M	Buy	447,100 +16,620	+4%	+$1.13M	0.19%	83
2024 Q3	$28.4M	Buy	430,480 +33,384	+8%	+$2.1M	0.19%	85
2024 Q2	$24M	Buy	397,096 +67,180	+20%	+$4.08M	0.17%	89
2024 Q1	$20.6M	Sell	329,916 -80,692	-20%	-$4.77M	0.18%	91
2023 Q4	$23.9M	Buy	410,608 +9,164	+2%	+$490K	0.24%	60
2023 Q3	$20.9M	Buy	401,444 +10,308	+3%	+$565K	0.23%	65
2023 Q2	$21.5M	Buy	391,136 +12,080	+3%	+$633K	0.25%	65
2023 Q1	$20M	Buy	379,056 +37,532	+11%	+$2M	0.24%	64
2022 Q4	$17.4M	Buy	341,524 +34,768	+11%	+$1.77M	0.23%	67
2022 Q3	$14.4M	Buy	306,756 +72,032	+31%	+$3.76M	0.22%	72
2022 Q2	$11.6M	Buy	234,724 +11,052	+5%	+$597K	0.17%	89
2022 Q1	$13.3M	Buy	223,672 +22,832	+11%	+$1.34M	0.18%	85
2021 Q4	$12.8M	Buy	200,840 +10,348	+5%	+$649K	0.19%	87
2021 Q3	$11.3M	Buy	190,492 +5,164	+3%	+$312K	0.19%	87
2021 Q2	$11M	Buy	185,328 +20,364	+12%	+$1.18M	0.2%	88
2021 Q1	$9.14M	Buy	164,964 +26,968	+20%	+$1.46M	0.2%	91
2020 Q4	$7.13M	Sell	137,996 -150,792	-52%	-$7.3M	0.17%	98
2020 Q3	$12.7M	Buy	288,788 +168,168	+139%	+$7.33M	0.2%	88
2020 Q2	$4.94M	Sell	120,620 -204	-0.2%	-$7.81K	0.14%	115
2020 Q1	$3.98M	Sell	120,824 -6,952	-5%	-$288K	0.12%	120
2019 Q4	$5.69M	Buy	127,776 +39,388	+45%	+$1.69M	0.13%	102
2019 Q3	$3.71M	Buy	88,388 +4,756	+6%	+$199K	0.15%	77
2019 Q2	$3.5M	Buy	83,632 +51,048	+157%	+$2.09M	0.15%	78
2019 Q1	$1.31M	Buy	32,584 +18,460	+131%	+$710K	0.07%	149
2018 Q4	$490K	Buy	+14,124	New	+$530K	0.08%	229

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's VO Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 9.4% in Q2 2025, buying an estimated $2.93M and bringing the position to 518,972 shares worth $36.3M. The position accounts for 0.2% of the portfolio, ranked #78.

Avantax Advisory Services first reported a position in VO in Q4 2018 and has held it in 27 quarters since. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Avantax Advisory Services held 518,972 shares of Vanguard Mid-Cap ETF worth $36.3M as of Q2 2025.
Avantax Advisory Services bought 44,644 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $2.93M.
Vanguard Mid-Cap ETF made up 0.2% of Avantax Advisory Services's portfolio in Q2 2025, its #78 holding.
Avantax Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.