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

Aviance Capital Partners’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 		$356K Buy
4,956
+64
+1% +$4.75K 0.04% 283
2025
Q4 		$355K Hold
4,892
– – 0.04% 282
2025
Q3 		$359K Hold
4,892
– – 0.04% 279
2025
Q2 		$342K Hold
4,892
– – 0.04% 270
2025
Q1 		$316K Buy
+4,892
New +$328K 0.04% 266

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aviance Capital Partners's VO Position: Q1 2026 in Review

Aviance Capital Partners increased its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q1 2026, buying an estimated $4.75K and bringing the position to 4,956 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #283.

Aviance Capital Partners first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Aviance Capital Partners held 4,956 shares of Vanguard Mid-Cap ETF worth $356K as of Q1 2026.
  • Aviance Capital Partners bought 64 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.75K.
  • Vanguard Mid-Cap ETF made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #283 holding.
  • Aviance Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Aviance Capital Partners's Vanguard Mid-Cap ETF position peaked at $359K in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.