Basso Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Basso Capital Management’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	$249K	Hold	3,468	–	–	0.15%	53
2025 Q4	$252K	Hold	3,468	–	–	0.15%	51
2025 Q3	$255K	Hold	3,468	–	–	0.17%	44
2025 Q2	$243K	Hold	3,468	–	–	0.18%	40
2025 Q1	$224K	Hold	3,468	–	–	0.19%	42
2024 Q4	$229K	Hold	3,468	–	–	0.2%	40
2024 Q3	$229K	Sell	3,468 -5,032	-59%	-$316K	0.21%	43
2024 Q2	$514K	Hold	8,500	–	–	0.46%	35
2024 Q1	$531K	Hold	8,500	–	–	0.5%	33
2023 Q4	$494K	Hold	8,500	–	–	0.51%	34
2023 Q3	$443K	Hold	8,500	–	–	0.49%	35
2023 Q2	$468K	Hold	8,500	–	–	0.52%	34
2023 Q1	$448K	Hold	8,500	–	–	0.43%	53
2022 Q4	$433K	Buy	+8,500	New	+$433K	0.47%	48

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

Basso Capital Management's VO Position: Q1 2026 in Review

Basso Capital Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,468 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #53.

Basso Capital Management first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $531K in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Basso Capital Management held 3,468 shares of Vanguard Mid-Cap ETF worth $249K as of Q1 2026.
Basso Capital Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.15% of Basso Capital Management's portfolio in Q1 2026, its #53 holding.
Basso Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Basso Capital Management's Vanguard Mid-Cap ETF position peaked at $531K in Q1 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.