Avestar Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Avestar Capital’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	$470K	Sell	6,548 -20	-0.3%	-$1.49K	0.03%	362
2025 Q4	$477K	Buy	6,568 +16	+0.2%	+$1.16K	0.03%	345
2025 Q3	$481K	Buy	6,552 +2,092	+47%	+$150K	0.03%	343
2025 Q2	$312K	Buy	+4,460	New	+$293K	0.02%	383
2025 Q1	–	Sell	-5,668	Closed	-$374K	–	554
2024 Q4	$374K	Buy	+5,668	New	+$385K	0.03%	343
2024 Q2	–	Sell	-62,472	Closed	-$3.9M	–	518
2024 Q1	$3.9M	Buy	62,472 +46,076	+281%	+$2.72M	0.41%	51
2023 Q4	$954K	Buy	16,396 +1,976	+14%	+$106K	0.11%	122
2023 Q3	$751K	Buy	+14,420	New	+$791K	0.11%	122

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

Avestar Capital's VO Position: Q1 2026 in Review

Avestar Capital reduced its Vanguard Mid-Cap ETF (VO) stake by 0.3% in Q1 2026, selling an estimated $1.49K and leaving 6,548 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #362.

Avestar Capital first reported a position in VO in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.9M in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Avestar Capital held 6,548 shares of Vanguard Mid-Cap ETF worth $470K as of Q1 2026.
Avestar Capital sold 20 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.49K.
Vanguard Mid-Cap ETF made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #362 holding.
Avestar Capital first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 8 quarters since.
Avestar Capital's Vanguard Mid-Cap ETF position peaked at $3.9M in Q1 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.