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Balanced Rock Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Balanced Rock Investment Advisors’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 		$1.77M Buy
24,608
+1,580
+7% +$117K 1.24% 28
2025
Q4 		$1.67M Buy
23,028
+1,848
+9% +$134K 1.19% 29
2025
Q3 		$1.56M Buy
21,180
+1,188
+6% +$85.3K 1.14% 30
2025
Q2 		$1.4M Buy
+19,992
New +$1.31M 1.1% 30

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

Balanced Rock Investment Advisors's VO Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 6.9% in Q1 2026, buying an estimated $117K and bringing the position to 24,608 shares worth $1.77M. The position accounts for 1.24% of the portfolio, ranked #28.

Balanced Rock Investment Advisors first reported a position in VO in Q2 2025 and has held it in 4 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Balanced Rock Investment Advisors held 24,608 shares of Vanguard Mid-Cap ETF worth $1.77M as of Q1 2026.
  • Balanced Rock Investment Advisors bought 1,580 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Mid-Cap ETF made up 1.24% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Balanced Rock Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.