BCS Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

BCS Private Wealth 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	$1.61M	Hold	22,468	–	–	0.49%	50
2025 Q4	$1.63M	Hold	22,468	–	–	0.56%	44
2025 Q3	$1.66M	Buy	22,468 +76	+0.3%	+$5.46K	0.59%	42
2025 Q2	$1.57M	Buy	+22,392	New	+$1.47M	0.59%	42

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

BCS Private Wealth Management's VO Position: Q1 2026 in Review

BCS Private Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 22,468 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #50.

BCS Private Wealth Management first reported a position in VO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

BCS Private Wealth Management held 22,468 shares of Vanguard Mid-Cap ETF worth $1.61M as of Q1 2026.
BCS Private Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.49% of BCS Private Wealth Management's portfolio in Q1 2026, its #50 holding.
BCS Private Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.66M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.