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

Becker 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	$473K	Sell	6,584 -7,240	-52%	-$538K	0.01%	226
2025 Q4	$1M	Buy	13,824 +7,336	+113%	+$534K	0.03%	185
2025 Q3	$478K	Sell	6,488 -380	-6%	-$27.3K	0.01%	226
2025 Q2	$482K	Sell	6,868 -140	-2%	-$9.19K	0.02%	219
2025 Q1	$453K	Buy	7,008 +836	+14%	+$56.1K	0.01%	218
2024 Q4	$408K	Hold	6,172	–	–	0.01%	219
2024 Q3	$407K	Buy	6,172 +340	+6%	+$21.3K	0.01%	223
2024 Q2	$354K	Hold	5,832	–	–	0.01%	222
2024 Q1	$364K	Sell	5,832 -76	-1%	-$4.49K	0.01%	219
2023 Q4	$344K	Hold	5,908	–	–	0.01%	219
2023 Q3	$308K	Buy	5,908 +1,192	+25%	+$65.4K	0.01%	223
2023 Q2	$260K	Hold	4,716	–	–	0.01%	248
2023 Q1	$249K	Buy	+4,716	New	+$251K	0.01%	239

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

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

Becker Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 52% in Q1 2026, selling an estimated $538K and leaving 6,584 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #226.

Becker Capital Management first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Becker Capital Management held 6,584 shares of Vanguard Mid-Cap ETF worth $473K as of Q1 2026.
Becker Capital Management sold 7,240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $538K.
Vanguard Mid-Cap ETF made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #226 holding.
Becker Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's Vanguard Mid-Cap ETF position peaked at $1M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.