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

Blossom 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 		$1.1M Buy
15,388
+824
+6% +$61.2K 1.64% 15
2025
Q4 		$1.06M Buy
14,564
+484
+3% +$35.2K 1.74% 13
2025
Q3 		$1.03M Buy
14,080
+476
+3% +$34.2K 1.67% 16
2025
Q2 		$952K Buy
13,604
+576
+4% +$37.8K 1.69% 17
2025
Q1 		$842K Sell
13,028
-120
-0.9% -$8.05K 1.69% 17
2024
Q4 		$868K Buy
13,148
+1,908
+17% +$130K 1.67% 16
2024
Q3 		$741K Buy
11,240
+404
+4% +$25.4K 1.49% 17
2024
Q2 		$656K Buy
10,836
+772
+8% +$46.9K 1.43% 20
2024
Q1 		$629K Buy
10,064
+472
+5% +$27.9K 1.51% 20
2023
Q4 		$558K Buy
9,592
+568
+6% +$30.3K 1.5% 21
2023
Q3 		$470K Buy
9,024
+152
+2% +$8.34K 1.5% 22
2023
Q2 		$488K Buy
8,872
+672
+8% +$35.2K 1.79% 19
2023
Q1 		$432K Buy
8,200
+104
+1% +$5.53K 1.76% 20
2022
Q4 		$413K Buy
8,096
+776
+11% +$39.5K 1.99% 20
2022
Q3 		$344K Sell
7,320
-4
-0.1% -$209 1.94% 22
2022
Q2 		$361K Buy
7,324
+196
+3% +$10.6K 1.83% 23
2022
Q1 		$424K Buy
7,128
+160
+2% +$9.39K 1.91% 18
2021
Q4 		$444K Buy
6,968
+2,528
+57% +$158K 2.19% 16
2021
Q3 		$263K Buy
4,440
+876
+25% +$52.9K 1.56% 28
2021
Q2 		$211K Buy
+3,564
New +$207K 1.59% 28

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

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

Blossom Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 5.7% in Q1 2026, buying an estimated $61.2K and bringing the position to 15,388 shares worth $1.1M. The position accounts for 1.64% of the portfolio, ranked #15.

Blossom Wealth Management first reported a position in VO in Q2 2021 and has held it in 20 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Blossom Wealth Management held 15,388 shares of Vanguard Mid-Cap ETF worth $1.1M as of Q1 2026.
  • Blossom Wealth Management bought 824 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $61.2K.
  • Vanguard Mid-Cap ETF made up 1.64% of Blossom Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Blossom Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.