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Beacon Bridge Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Beacon Bridge Wealth Partners’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 		$2.85M Sell
39,728
-2,844
-7% -$211K 0.95% 31
2025
Q4 		$3.09M Sell
42,572
-5,712
-12% -$416K 1.03% 31
2025
Q3 		$3.55M Sell
48,284
-2,764
-5% -$198K 1.26% 24
2025
Q2 		$3.57M Sell
51,048
-2,336
-4% -$153K 1.42% 21
2025
Q1 		$3.45M Sell
53,384
-2,028
-4% -$136K 1.47% 19
2024
Q4 		$3.66M Sell
55,412
-1,260
-2% -$85.5K 1.55% 19
2024
Q3 		$3.74M Sell
56,672
-6,444
-10% -$405K 1.61% 20
2024
Q2 		$3.82M Sell
63,116
-1,128
-2% -$68.5K 1.75% 17
2024
Q1 		$4.01M Sell
64,244
-7,404
-10% -$438K 1.9% 16
2023
Q4 		$4.17M Sell
71,648
-5,148
-7% -$275K 2.08% 14
2023
Q3 		$4M Buy
76,796
+832
+1% +$45.6K 2.11% 16
2023
Q2 		$4.18M Buy
75,964
+3,400
+5% +$178K 2.14% 11
2023
Q1 		$3.83M Buy
72,564
+1,976
+3% +$105K 2.3% 14
2022
Q4 		$3.6M Buy
+70,588
New +$3.6M 2.61% 11

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

Beacon Bridge Wealth Partners's VO Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 6.7% in Q1 2026, selling an estimated $211K and leaving 39,728 shares worth $2.85M. The position accounts for 0.95% of the portfolio, ranked #31.

Beacon Bridge Wealth Partners first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.18M in Q2 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Beacon Bridge Wealth Partners held 39,728 shares of Vanguard Mid-Cap ETF worth $2.85M as of Q1 2026.
  • Beacon Bridge Wealth Partners sold 2,844 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $211K.
  • Vanguard Mid-Cap ETF made up 0.95% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Beacon Bridge Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Beacon Bridge Wealth Partners's Vanguard Mid-Cap ETF position peaked at $4.18M in Q2 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.