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

Bellwether 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
2025 Q3	–	Sell	-8	Closed	-$560	–	557
2025 Q2	$560	Hold	8	–	–	﹤0.01%	544
2025 Q1	$517	Hold	8	–	–	﹤0.01%	481
2024 Q4	$528	Buy	+8	New	+$543	﹤0.01%	487
2023 Q2	–	Sell	-8	Closed	-$421	–	435
2023 Q1	$421	Sell	8 -8	-50%	-$426	﹤0.01%	394
2022 Q4	$815	Hold	16	–	–	﹤0.01%	388
2022 Q3	$0	Hold	16	–	–	﹤0.01%	539
2022 Q2	$0	Hold	16	–	–	﹤0.01%	586
2022 Q1	$0	Hold	16	–	–	﹤0.01%	627
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	548
2021 Q3	$0	Hold	16	–	–	﹤0.01%	628
2021 Q2	$0	Hold	16	–	–	﹤0.01%	480
2021 Q1	$0	Hold	16	–	–	﹤0.01%	426
2020 Q4	$0	Buy	+16	New	+$775	﹤0.01%	340

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bellwether Advisors's VO Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 8 shares — an estimated $560 sold.

Bellwether Advisors first reported a position in VO in Q4 2020 and held it in 13 quarters. The position peaked at $1K in Q4 2021. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 8 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $560.
Bellwether Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Vanguard Mid-Cap ETF position peaked at $1K in Q4 2021.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.