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Benchmark Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Benchmark Wealth 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
Q2 		$5.89M Buy
84,208
+1,624
+2% +$107K 2.62% 10
2025
Q1 		$5.34M Sell
82,584
-3,276
-4% -$220K 2.58% 11
2024
Q4 		$5.67M Buy
85,860
+196
+0.2% +$13.3K 2.79% 10
2024
Q3 		$5.65M Buy
85,664
+7,280
+9% +$457K 2.79% 10
2024
Q2 		$4.74M Buy
78,384
+2,904
+4% +$176K 2.53% 11
2024
Q1 		$4.71M Buy
75,480
+3,276
+5% +$194K 2.57% 11
2023
Q4 		$4.2M Buy
72,204
+7,096
+11% +$379K 2.48% 12
2023
Q3 		$3.39M Buy
65,108
+5,540
+9% +$304K 2.16% 13
2023
Q2 		$3.28M Buy
59,568
+4,536
+8% +$238K 1.98% 14
2023
Q1 		$2.89M Buy
55,032
+27,348
+99% +$1.45M 1.84% 15
2022
Q4 		$1.41M Buy
27,684
+652
+2% +$33.2K 1.02% 15
2022
Q3 		$1.27M Buy
27,032
+13,328
+97% +$697K 1% 16
2022
Q2 		$675K Buy
13,704
+1,180
+9% +$63.8K 0.5% 20
2022
Q1 		$745K Hold
12,524
– – 0.5% 18
2021
Q4 		$798K Buy
12,524
+236
+2% +$14.8K 0.52% 19
2021
Q3 		$727K Buy
12,288
+680
+6% +$41.1K 0.51% 18
2021
Q2 		$689K Sell
11,608
-1,148
-9% -$66.5K 0.47% 20
2021
Q1 		$706K Sell
12,756
-2,956
-19% -$160K 0.52% 18
2020
Q4 		$812K Buy
15,712
+220
+1% +$10.7K 0.62% 15
2020
Q3 		$683K Sell
15,492
-528
-3% -$23K 0.54% 18
2020
Q2 		$656K Buy
16,020
+200
+1% +$7.66K 0.56% 17
2020
Q1 		$521K Hold
15,820
– – 0.52% 19
2019
Q4 		$705K Buy
+15,820
New +$679K 0.61% 20

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benchmark Wealth Management's VO Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 2% in Q2 2025, buying an estimated $107K and bringing the position to 84,208 shares worth $5.89M. The position accounts for 2.62% of the portfolio, ranked #10.

Benchmark Wealth Management first reported a position in VO in Q4 2019 and has held it in 23 quarters since. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Benchmark Wealth Management held 84,208 shares of Vanguard Mid-Cap ETF worth $5.89M as of Q2 2025.
  • Benchmark Wealth Management bought 1,624 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $107K.
  • Vanguard Mid-Cap ETF made up 2.62% of Benchmark Wealth Management's portfolio in Q2 2025, its #10 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.