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

Blue Barn 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
2025
Q4 		– Sell
-11,212
Closed -$823K – 162
2025
Q3 		$823K Sell
11,212
-352
-3% -$25.3K 0.36% 46
2025
Q2 		$798K Sell
11,564
-144
-1% -$9.45K 0.38% 46
2025
Q1 		$757K Sell
11,708
-476
-4% -$31.9K 0.39% 40
2024
Q4 		$805K Sell
12,184
-340
-3% -$23.1K 0.42% 42
2024
Q3 		$826K Sell
12,524
-168
-1% -$10.5K 0.42% 40
2024
Q2 		$768K Sell
12,692
-296
-2% -$18K 0.43% 40
2024
Q1 		$811K Sell
12,988
-600
-4% -$35.5K 0.45% 40
2023
Q4 		$790K Buy
13,588
+652
+5% +$34.8K 0.47% 37
2023
Q3 		$673K Sell
12,936
-420
-3% -$23K 0.44% 38
2023
Q2 		$735K Sell
13,356
-3,072
-19% -$161K 0.48% 38
2023
Q1 		$866K Sell
16,428
-260
-2% -$13.8K 0.54% 34
2022
Q4 		$850K Buy
16,688
+6,556
+65% +$334K 0.56% 34
2022
Q3 		$477K Buy
10,132
+652
+7% +$34.1K 0.34% 50
2022
Q2 		$467K Buy
9,480
+340
+4% +$18.4K 0.36% 50
2022
Q1 		$543K Buy
9,140
+248
+3% +$14.6K 0.38% 44
2021
Q4 		$566K Buy
8,892
+16
+0.2% +$1K 0.38% 45
2021
Q3 		$525K Buy
8,876
+284
+3% +$17.2K 0.46% 43
2021
Q2 		$510K Buy
+8,592
New +$498K 0.52% 41

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Barn Wealth's VO Position: Q4 2025 in Review

Blue Barn Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 11,212 shares — an estimated $823K sold.

Blue Barn Wealth first reported a position in VO in Q2 2021 and held it in 18 quarters. The position peaked at $866K in Q1 2023. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Blue Barn Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 11,212 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $823K.
  • Blue Barn Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Vanguard Mid-Cap ETF position peaked at $866K in Q1 2023.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.