Beese Fulmer Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Beese Fulmer Investment 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	$707K	Sell	9,844 -1,388	-12%	-$103K	0.05%	177
2025 Q4	$815K	Buy	11,232 +1,232	+12%	+$89.6K	0.05%	158
2025 Q3	$734K	Buy	10,000 +8	+0.1%	+$575	0.05%	163
2025 Q2	$699K	Buy	+9,992	New	+$656K	0.05%	156
2022 Q3	–	Sell	-6,788	Closed	-$334K	–	227
2022 Q2	$334K	Buy	+6,788	New	+$367K	0.04%	171
2020 Q3	–	Sell	-1,576	Closed	-$65K	–	531
2020 Q2	$65K	Buy	+1,576	New	+$60.4K	0.01%	293

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

Beese Fulmer Investment Management's VO Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard Mid-Cap ETF (VO) stake by 12% in Q1 2026, selling an estimated $103K and leaving 9,844 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #177.

Beese Fulmer Investment Management first reported a position in VO in Q2 2020 and has held it in 6 quarters since. The position peaked at $815K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Beese Fulmer Investment Management held 9,844 shares of Vanguard Mid-Cap ETF worth $707K as of Q1 2026.
Beese Fulmer Investment Management sold 1,388 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $103K.
Vanguard Mid-Cap ETF made up 0.05% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #177 holding.
Beese Fulmer Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 6 quarters since.
Beese Fulmer Investment Management's Vanguard Mid-Cap ETF position peaked at $815K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.