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Berry Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Berry Wealth Group’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
Q1 		– Sell
-13,588
Closed -$897K – 112
2024
Q4 		$897K Sell
13,588
-392
-3% -$26.6K 0.65% 34
2024
Q3 		$922K Buy
13,980
+376
+3% +$23.6K 0.66% 32
2024
Q2 		$823K Buy
+13,604
New +$827K 0.66% 31

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Berry Wealth Group's VO Position: Q1 2025 in Review

Berry Wealth Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 13,588 shares — an estimated $897K sold.

Berry Wealth Group first reported a position in VO in Q2 2024 and held it in 3 quarters. The position peaked at $922K in Q3 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Berry Wealth Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Berry Wealth Group sold 13,588 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $897K.
  • Berry Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Berry Wealth Group's Vanguard Mid-Cap ETF position peaked at $922K in Q3 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Berry Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.