Ballast Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Ballast 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
2025 Q3	–	Sell	-488	Closed	-$34.1K	–	188
2025 Q2	$34.1K	Buy	+488	New	+$32K	0.01%	150
2024 Q4	–	Sell	-92	Closed	-$6.07K	–	166
2024 Q3	$6.07K	Hold	92	–	–	﹤0.01%	159
2024 Q2	$5.57K	Sell	92 -288	-76%	-$17.5K	﹤0.01%	160
2024 Q1	$23.7K	Sell	380 -208	-35%	-$12.3K	0.01%	153
2023 Q4	$34.2K	Hold	588	–	–	0.01%	145
2023 Q3	$30.6K	Sell	588 -136	-19%	-$7.46K	0.01%	152
2023 Q2	$39.8K	Hold	724	–	–	0.02%	153
2023 Q1	$38.2K	Hold	724	–	–	0.02%	154
2022 Q4	$36.9K	Hold	724	–	–	0.02%	151
2022 Q3	$34K	Hold	724	–	–	0.02%	151
2022 Q2	$36K	Hold	724	–	–	0.02%	150
2022 Q1	$43K	Hold	724	–	–	0.02%	155
2021 Q4	$46K	Hold	724	–	–	0.02%	156
2021 Q3	$43K	Hold	724	–	–	0.02%	152
2021 Q2	$43K	Hold	724	–	–	0.02%	153
2021 Q1	$40K	Hold	724	–	–	0.02%	149
2020 Q4	$37K	Hold	724	–	–	0.02%	145
2020 Q3	$32K	Hold	724	–	–	0.02%	142
2020 Q2	$30K	Hold	724	–	–	0.02%	138
2020 Q1	$24K	Sell	724 -404	-36%	-$16.7K	0.02%	130
2019 Q4	$50K	Buy	+1,128	New	+$48.4K	0.04%	124

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ballast Advisors's VO Position: Q3 2025 in Review

Ballast Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 488 shares — an estimated $34.1K sold.

Ballast Advisors first reported a position in VO in Q4 2019 and held it in 21 quarters. The position peaked at $50K in Q4 2019. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Ballast Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Ballast Advisors sold 488 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $34.1K.
Ballast Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 21 quarters.
Ballast Advisors's Vanguard Mid-Cap ETF position peaked at $50K in Q4 2019.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Ballast Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.