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

Beaumont 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
2025 Q4	–	Sell	-77,352	Closed	-$5.68M	–	54
2025 Q3	$5.68M	Hold	77,352	–	–	3.77%	5
2025 Q2	$5.41M	Buy	77,352 +1,076	+1%	+$70.6K	3.7%	12
2025 Q1	$4.93M	Sell	76,276 -6,632	-8%	-$445K	3.63%	12
2024 Q4	$5.47M	Hold	82,908	–	–	4.22%	11
2024 Q3	$5.47M	Hold	82,908	–	–	4.01%	6
2024 Q2	$5.02M	Sell	82,908 -1,984	-2%	-$121K	3.92%	4
2024 Q1	$5.3M	Sell	84,892 -9,536	-10%	-$564K	3.9%	6
2023 Q4	$5.49M	Sell	94,428 -932	-1%	-$49.8K	4.17%	3
2023 Q3	$4.96M	Hold	95,360	–	–	3.58%	8
2023 Q2	$5.25M	Buy	95,360 +4,680	+5%	+$245K	3.65%	8
2023 Q1	$4.78M	Hold	90,680	–	–	3.32%	9
2022 Q4	$4.62M	Buy	90,680 +1,712	+2%	+$87.2K	3.26%	11
2022 Q3	$4.18M	Buy	88,968 +14,840	+20%	+$776K	4.15%	7
2022 Q2	$3.65M	Buy	74,128 +4,364	+6%	+$236K	3.01%	10
2022 Q1	$4.15M	Buy	69,764 +752	+1%	+$44.1K	2.67%	18
2021 Q4	$4.39M	Buy	+69,012	New	+$4.33M	2.54%	18

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaumont Capital Management's VO Position: Q4 2025 in Review

Beaumont Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 77,352 shares — an estimated $5.68M sold.

Beaumont Capital Management first reported a position in VO in Q4 2021 and held it in 16 quarters. The position peaked at $5.68M in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Beaumont Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Capital Management sold 77,352 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $5.68M.
Beaumont Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
Beaumont Capital Management's Vanguard Mid-Cap ETF position peaked at $5.68M in Q3 2025.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Beaumont Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.