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BWCS
Beirne Wealth Consulting Services’s
Vanguard Mid-Cap ETF
VO
Stock Holding History
Beirne Wealth Consulting Services’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
$12.1M
Buy
169,112
+27,416
+19%
+$2.04M
3.43%
10
2025
Q4
$10.3M
Sell
141,696
-3,948
-3%
-$287K
2.98%
8
2025
Q3
$10.7M
Buy
145,644
+2,672
+2%
+$192K
2.58%
8
2025
Q2
$10M
Buy
142,972
+30,000
+27%
+$1.97M
3.26%
8
2025
Q1
$7.3M
Buy
112,972
+508
+0.5%
+$34.1K
2.6%
8
2024
Q4
$7.43M
Buy
112,464
+456
+0.4%
+$31K
2.68%
8
2024
Q3
$7.39M
Buy
112,008
+23,764
+27%
+$1.49M
2.59%
9
2024
Q2
$5.36M
Hold
88,244
–
–
2.16%
10
2024
Q1
$5.51M
Buy
88,244
+75,372
+586%
+$4.45M
2.34%
9
2023
Q4
$749K
Buy
+12,872
New
+$688K
0.37%
56
2023
Q2
–
Sell
-12,836
Closed
-$677K
–
104
2023
Q1
$677K
Buy
+12,836
New
+$683K
0.48%
43
2022
Q4
–
Sell
-57,856
Closed
-$2.72M
–
118
2022
Q3
$2.72M
Buy
57,856
+45,188
+357%
+$2.36M
1.03%
17
2022
Q2
$624K
Buy
12,668
+3,704
+41%
+$200K
0.41%
44
2022
Q1
$533K
Buy
+8,964
New
+$526K
0.3%
56
2020
Q1
–
Sell
-8,292
Closed
-$369K
–
95
2019
Q4
$369K
Sell
8,292
-1,076
-11%
-$46.2K
0.33%
57
2019
Q3
$393K
Sell
9,368
-112
-1%
-$4.68K
0.33%
76
2019
Q2
$397K
Buy
9,480
+1,812
+24%
+$74.1K
0.36%
79
2019
Q1
$309K
Sell
7,668
-1,172
-13%
-$45.1K
0.24%
131
2018
Q4
$305K
Buy
+8,840
New
+$332K
0.26%
123
Other funds holding VO
Wells Fargo
San Francisco, California
$501B 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
$564B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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