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

Beam Wealth 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
2026 Q1	$10.1M	Buy	141,040 +8,720	+7%	+$648K	2.52%	7
2025 Q4	$9.6M	Buy	132,320 +3,768	+3%	+$274K	2.64%	7
2025 Q3	$9.44M	Buy	128,552 +14,652	+13%	+$1.05M	2.57%	6
2025 Q2	$7.97M	Buy	113,900 +4,168	+4%	+$274K	2.37%	7
2025 Q1	$7.09M	Buy	109,732 +1,280	+1%	+$85.9K	2.39%	7
2024 Q4	$7.16M	Buy	108,452 +3,180	+3%	+$216K	2.27%	9
2024 Q3	$6.94M	Buy	105,272 +17,624	+20%	+$1.11M	2.1%	9
2024 Q2	$5.3M	Buy	+87,648	New	+$5.33M	1.77%	12
2022 Q2	–	Sell	-3,580	Closed	-$213K	–	105
2022 Q1	$213K	Buy	3,580 +204	+6%	+$12K	0.24%	83
2021 Q4	$215K	Buy	+3,376	New	+$212K	0.25%	84

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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