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

Axis Wealth 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	$235K	Sell	3,272 -568	-15%	-$42.2K	0.12%	158
2025 Q4	$279K	Buy	3,840 +284	+8%	+$20.7K	0.15%	139
2025 Q3	$261K	Sell	3,556 -36	-1%	-$2.58K	0.15%	139
2025 Q2	$251K	Sell	3,592 -524	-13%	-$34.4K	0.17%	126
2025 Q1	$266K	Sell	4,116 -156	-4%	-$10.5K	0.2%	123
2024 Q4	$282K	Buy	+4,272	New	+$290K	0.24%	109

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

Axis Wealth Partners's VO Position: Q1 2026 in Review

Axis Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 15% in Q1 2026, selling an estimated $42.2K and leaving 3,272 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #158.

Axis Wealth Partners first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Axis Wealth Partners held 3,272 shares of Vanguard Mid-Cap ETF worth $235K as of Q1 2026.
Axis Wealth Partners sold 568 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $42.2K.
Vanguard Mid-Cap ETF made up 0.12% of Axis Wealth Partners's portfolio in Q1 2026, its #158 holding.
Axis Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's Vanguard Mid-Cap ETF position peaked at $282K in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.