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

Birchcreek 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 		$571K Sell
7,952
-704
-8% -$52.3K 0.27% 64
2025
Q4 		$628K Buy
8,656
+4
+0% +$291 0.31% 54
2025
Q3 		$635K Buy
8,652
+160
+2% +$11.5K 0.33% 53
2025
Q2 		$594K Buy
8,492
+516
+6% +$33.9K 0.34% 56
2025
Q1 		$516K Buy
7,976
+720
+10% +$48.3K 0.33% 55
2024
Q4 		$479K Sell
7,256
-68
-0.9% -$4.62K 0.3% 63
2024
Q3 		$483K Sell
7,324
-112
-2% -$7.03K 0.32% 63
2024
Q2 		$450K Sell
7,436
-1,100
-13% -$66.8K 0.25% 82
2024
Q1 		$533K Sell
8,536
-660
-7% -$39K 0.28% 78
2023
Q4 		$535K Sell
9,196
-344
-4% -$18.4K 0.32% 74
2023
Q3 		$497K Sell
9,540
-256
-3% -$14K 0.34% 76
2023
Q2 		$539K Sell
9,796
-1,428
-13% -$74.9K 0.38% 68
2023
Q1 		$592K Buy
11,224
+3,452
+44% +$184K 0.47% 55
2022
Q4 		$396K Buy
7,772
+808
+12% +$41.2K 0.35% 73
2022
Q3 		$327K Hold
6,964
– – 0.3% 78
2022
Q2 		$343K Hold
6,964
– – 0.31% 73
2022
Q1 		$414K Buy
6,964
+292
+4% +$17.1K 0.37% 62
2021
Q4 		$425K Sell
6,672
-120
-2% -$7.52K 0.37% 60
2021
Q3 		$402K Hold
6,792
– – 0.38% 65
2021
Q2 		$403K Sell
6,792
-600
-8% -$34.8K 0.39% 59
2021
Q1 		$409K Hold
7,392
– – 0.43% 60
2020
Q4 		$382K Buy
+7,392
New +$358K 0.37% 63

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

Birchcreek Wealth Management's VO Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 8.1% in Q1 2026, selling an estimated $52.3K and leaving 7,952 shares worth $571K. The position accounts for 0.27% of the portfolio, ranked #64.

Birchcreek Wealth Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $635K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Birchcreek Wealth Management held 7,952 shares of Vanguard Mid-Cap ETF worth $571K as of Q1 2026.
  • Birchcreek Wealth Management sold 704 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $52.3K.
  • Vanguard Mid-Cap ETF made up 0.27% of Birchcreek Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Mid-Cap ETF position peaked at $635K in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.