Berkeley Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.13M | Buy |
71,496
+1,924
| +3% | +$143K | 1.19% | 14 |
|
|
2025
Q4 | $5.05M | Buy |
69,572
+268
| +0.4% | +$19.5K | 1.19% | 15 |
|
|
2025
Q3 | $5.09M | Buy |
69,304
+932
| +1% | +$66.9K | 1.2% | 16 |
|
|
2025
Q2 | $4.78M | Buy |
68,372
+784
| +1% | +$51.5K | 1.21% | 16 |
|
|
2025
Q1 | $4.37M | Buy |
67,588
+320
| +0.5% | +$21.5K | 1.2% | 14 |
|
|
2024
Q4 | $4.44M | Buy |
67,268
+864
| +1% | +$58.7K | 1.23% | 15 |
|
|
2024
Q3 | $4.38M | Buy |
66,404
+816
| +1% | +$51.2K | 1.25% | 13 |
|
|
2024
Q2 | $3.97M | Buy |
65,588
+3,440
| +6% | +$209K | 1.2% | 14 |
|
|
2024
Q1 | $3.88M | Sell |
62,148
-104,704
| -63% | -$6.19M | 1.18% | 14 |
|
|
2023
Q4 | $9.7M | Buy |
166,852
+52,568
| +46% | +$2.81M | 3.21% | 6 |
|
|
2023
Q3 | $5.95M | Buy |
114,284
+5,968
| +6% | +$327K | 2.15% | 10 |
|
|
2023
Q2 | $5.96M | Buy |
108,316
+1,772
| +2% | +$92.9K | 2.11% | 11 |
|
|
2023
Q1 | $5.62M | Buy |
106,544
+76
| +0.1% | +$4.04K | 2.08% | 11 |
|
|
2022
Q4 | $5.42M | Sell |
106,468
-2,480
| -2% | -$126K | 2.1% | 9 |
|
|
2022
Q3 | $5.12M | Buy |
108,948
+7,456
| +7% | +$390K | 2.22% | 9 |
|
|
2022
Q2 | $5M | Buy |
101,492
+14,376
| +17% | +$777K | 2.06% | 10 |
|
|
2022
Q1 | $5.18M | Buy |
87,116
+8,988
| +12% | +$527K | 2.06% | 10 |
|
|
2021
Q4 | $4.98M | Buy |
78,128
+22,524
| +41% | +$1.41M | 2.04% | 13 |
|
|
2021
Q3 | $3.29M | Buy |
55,604
+36,360
| +189% | +$2.2M | 1.52% | 13 |
|
|
2021
Q2 | $1.14M | Sell |
19,244
-72
| -0.4% | -$4.17K | 0.51% | 25 |
|
|
2021
Q1 | $1.07M | Sell |
19,316
-208
| -1% | -$11.3K | 0.52% | 26 |
|
|
2020
Q4 | $1.01M | Sell |
19,524
-676
| -3% | -$32.7K | 0.52% | 28 |
|
|
2020
Q3 | $890K | Sell |
20,200
-17,512
| -46% | -$763K | 0.54% | 27 |
|
|
2020
Q2 | $1.54M | Sell |
37,712
-20,860
| -36% | -$799K | 0.95% | 14 |
|
|
2020
Q1 | $1.93M | Buy |
58,572
+6,840
| +13% | +$283K | 1.31% | 12 |
|
|
2019
Q4 | $2.3M | Buy |
51,732
+516
| +1% | +$22.2K | 1.18% | 12 |
|
|
2019
Q3 | $2.15M | Sell |
51,216
-8,260
| -14% | -$345K | 1.13% | 13 |
|
|
2019
Q2 | $2.48M | Buy |
59,476
+4,264
| +8% | +$174K | 1.16% | 12 |
|
|
2019
Q1 | $2.22M | Buy |
55,212
+3,228
| +6% | +$124K | 1.1% | 12 |
|
|
2018
Q4 | $1.8M | Buy |
51,984
+4,408
| +9% | +$165K | 1% | 15 |
|
|
2018
Q3 | $1.95M | Sell |
47,576
-1,516
| -3% | -$61.9K | 1.1% | 16 |
|
|
2018
Q2 | $1.93M | Buy |
49,092
+2,024
| +4% | +$79.4K | 1.13% | 16 |
|
|
2018
Q1 | $1.81M | Buy |
47,068
+240
| +0.5% | +$9.45K | 1.05% | 15 |
|
|
2017
Q4 | $1.81M | Sell |
46,828
-1,268
| -3% | -$47.9K | 1.19% | 16 |
|
|
2017
Q3 | $1.77M | Sell |
48,096
-1,484
| -3% | -$53.5K | 1.18% | 13 |
|
|
2017
Q2 | $1.77M | Buy |
49,580
+96
| +0.2% | +$3.39K | 1.2% | 15 |
|
|
2017
Q1 | $1.72M | Buy |
49,484
+456
| +0.9% | +$15.7K | 1.17% | 16 |
|
|
2016
Q4 | $1.61M | Sell |
49,028
-860
| -2% | -$27.8K | 1.16% | 17 |
|
|
2016
Q3 | $1.61M | Sell |
49,888
-2,076
| -4% | -$66.6K | 1.15% | 16 |
|
|
2016
Q2 | $1.61M | Sell |
51,964
-8,824
| -15% | -$270K | 1.13% | 19 |
|
|
2016
Q1 | $1.84M | Sell |
60,788
-22,828
| -27% | -$646K | 1.33% | 16 |
|
|
2015
Q4 | $2.51M | Buy |
+83,616
| New | +$2.55M | 2.04% | 11 |
|
Other funds holding VO
Berkeley Capital Partners's VO Position: Q1 2026 in Review
Berkeley Capital Partners increased its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q1 2026, buying an estimated $143K and bringing the position to 71,496 shares worth $5.13M. The position accounts for 1.19% of the portfolio, ranked #14.
Berkeley Capital Partners first reported a position in VO in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.7M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Berkeley Capital Partners held 71,496 shares of Vanguard Mid-Cap ETF worth $5.13M as of Q1 2026.
- Berkeley Capital Partners bought 1,924 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $143K.
- Vanguard Mid-Cap ETF made up 1.19% of Berkeley Capital Partners's portfolio in Q1 2026, its #14 holding.
- Berkeley Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- Berkeley Capital Partners's Vanguard Mid-Cap ETF position peaked at $9.7M in Q4 2023.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.