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

Bennett Associates 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
2026 Q1	$7.93M	Buy	110,416 +7,676	+7%	+$570K	5.34%	8
2025 Q4	$7.45M	Buy	102,740 +780	+0.8%	+$56.7K	5.17%	7
2025 Q3	$7.49M	Sell	101,960 -3,916	-4%	-$281K	5.44%	7
2025 Q2	$7.41M	Sell	105,876 -44,212	-29%	-$2.9M	5.7%	7
2025 Q1	$9.7M	Sell	150,088 -4,472	-3%	-$300K	8%	3
2024 Q4	$10.2M	Buy	154,560 +58,556	+61%	+$3.98M	8.47%	3
2024 Q3	$6.33M	Buy	96,004 +3,988	+4%	+$250K	5.19%	6
2024 Q2	$5.57M	Sell	92,016 -10,620	-10%	-$645K	5.02%	7
2024 Q1	$6.41M	Sell	102,636 -61,584	-38%	-$3.64M	5.79%	4
2023 Q4	$9.55M	Buy	+164,220	New	+$8.77M	9.32%	3

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

Bennett Associates Wealth Management's VO Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 7.5% in Q1 2026, buying an estimated $570K and bringing the position to 110,416 shares worth $7.93M. The position accounts for 5.34% of the portfolio, ranked #8.

Bennett Associates Wealth Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q4 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Bennett Associates Wealth Management held 110,416 shares of Vanguard Mid-Cap ETF worth $7.93M as of Q1 2026.
Bennett Associates Wealth Management bought 7,676 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $570K.
Vanguard Mid-Cap ETF made up 5.34% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #8 holding.
Bennett Associates Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Bennett Associates Wealth Management's Vanguard Mid-Cap ETF position peaked at $10.2M in Q4 2024.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.