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

BIP Wealth’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 		$568K Sell
7,904
-1,172
-13% -$87.1K 0.02% 276
2025
Q4 		$659K Sell
9,076
-192
-2% -$14K 0.02% 262
2025
Q3 		$681K Sell
9,268
-24
-0.3% -$1.72K 0.03% 149
2025
Q2 		$650K Sell
9,292
-2,340
-20% -$154K 0.04% 131
2025
Q1 		$752K Buy
11,632
+40
+0.3% +$2.68K 0.05% 121
2024
Q4 		$765K Buy
11,592
+1,248
+12% +$84.7K 0.05% 120
2024
Q3 		$682K Buy
10,344
+2,152
+26% +$135K 0.05% 118
2024
Q2 		$496K Sell
8,192
-2,040
-20% -$124K 0.04% 115
2024
Q1 		$639K Buy
10,232
+252
+3% +$14.9K 0.05% 112
2023
Q4 		$580K Sell
9,980
-40
-0.4% -$2.14K 0.05% 110
2023
Q3 		$522K Sell
10,020
-1,396
-12% -$76.6K 0.05% 106
2023
Q2 		$628K Buy
11,416
+2,720
+31% +$143K 0.05% 93
2023
Q1 		$459K Buy
+8,696
New +$463K 0.05% 115

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BIP Wealth's VO Position: Q1 2026 in Review

BIP Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 13% in Q1 2026, selling an estimated $87.1K and leaving 7,904 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #276.

BIP Wealth first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $765K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • BIP Wealth held 7,904 shares of Vanguard Mid-Cap ETF worth $568K as of Q1 2026.
  • BIP Wealth sold 1,172 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $87.1K.
  • Vanguard Mid-Cap ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #276 holding.
  • BIP Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Vanguard Mid-Cap ETF position peaked at $765K in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.