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

Avion Wealth’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 		$14.1M Buy
196,932
+17,516
+10% +$1.3M 2.92% 10
2025
Q4 		$13M Buy
179,416
+20,196
+13% +$1.47M 2.73% 10
2025
Q3 		$11.7M Buy
159,220
+3,632
+2% +$261K 2.51% 11
2025
Q2 		$10.9M Sell
155,588
-6,964
-4% -$457K 2.48% 11
2025
Q1 		$10.7M Hold
162,552
– – 2.75% 10
2024
Q4 		$10.7M Sell
162,552
-1,804
-1% -$122K 2.76% 10
2024
Q3 		$10.8M Buy
164,356
+680
+0.4% +$42.7K 2.84% 11
2024
Q2 		$9.91M Sell
163,676
-4,896
-3% -$298K 2.73% 12
2024
Q1 		$10.5M Sell
168,572
-6,432
-4% -$380K 2.83% 12
2023
Q4 		$10.2M Sell
175,004
-3,072
-2% -$164K 2.86% 12
2023
Q3 		$9.27M Buy
178,076
+5,544
+3% +$304K 2.65% 13
2023
Q2 		$9.49M Sell
172,532
-6,004
-3% -$315K 2.49% 14
2023
Q1 		$9.1M Sell
178,536
-6,352
-3% -$338K 2.48% 14
2022
Q4 		$8.69M Hold
184,888
– – 2.7% 16
2022
Q3 		$8.69M Sell
184,888
-1,264
-0.7% -$66.1K 2.7% 16
2022
Q2 		$9.17M Sell
186,152
-1,944
-1% -$105K 2.84% 16
2022
Q1 		$11.2M Sell
188,096
-4,832
-3% -$283K 3.22% 12
2021
Q4 		$12.3M Sell
192,928
-3,844
-2% -$241K 3.48% 12
2021
Q3 		$11.6M Sell
196,772
-1,328
-0.7% -$80.2K 3.53% 11
2021
Q2 		$11.8M Buy
198,100
+1,240
+0.6% +$71.9K 3.58% 10
2021
Q1 		$10.9M Buy
196,860
+6,744
+4% +$366K 3.81% 9
2020
Q4 		$9.83M Buy
190,116
+36,664
+24% +$1.78M 3.09% 12
2020
Q3 		$6.76M Buy
153,452
+45,780
+43% +$1.99M 2.27% 11
2020
Q2 		$4.41M Buy
+107,672
New +$4.12M 1.54% 12

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

Avion Wealth's VO Position: Q1 2026 in Review

Avion Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 9.8% in Q1 2026, buying an estimated $1.3M and bringing the position to 196,932 shares worth $14.1M. The position accounts for 2.92% of the portfolio, ranked #10.

Avion Wealth first reported a position in VO in Q2 2020 and has held it in 24 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Avion Wealth held 196,932 shares of Vanguard Mid-Cap ETF worth $14.1M as of Q1 2026.
  • Avion Wealth bought 17,516 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.3M.
  • Vanguard Mid-Cap ETF made up 2.92% of Avion Wealth's portfolio in Q1 2026, its #10 holding.
  • Avion Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.