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

Ballentine Capital 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
Q2 		– Sell
-3,800
Closed -$246K – 28
2025
Q1 		$246K Hold
3,800
– – 0.12% 27
2024
Q4 		$251K Hold
3,800
– – 0.13% 28
2024
Q3 		$251K Sell
3,800
-432
-10% -$27.1K 0.13% 28
2024
Q2 		$256K Hold
4,232
– – 0.14% 27
2024
Q1 		$263K Hold
4,232
– – 0.14% 25
2023
Q4 		$246K Buy
+4,232
New +$226K 0.14% 26

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ballentine Capital Advisors's VO Position: Q2 2025 in Review

Ballentine Capital Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 3,800 shares — an estimated $246K sold.

Ballentine Capital Advisors first reported a position in VO in Q4 2023 and held it in 6 quarters. The position peaked at $263K in Q1 2024. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Ballentine Capital Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Ballentine Capital Advisors sold 3,800 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $246K.
  • Ballentine Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 6 quarters.
  • Ballentine Capital Advisors's Vanguard Mid-Cap ETF position peaked at $263K in Q1 2024.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Ballentine Capital Advisors's 13F filing for Q2 2025, filed 3 Sep 2025.