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

Bogart Wealth LLC’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 		$326K Sell
4,544
-936
-17% -$69.5K 0.01% 208
2025
Q4 		$398K Sell
5,480
-72
-1% -$5.24K 0.02% 189
2025
Q3 		$408K Buy
5,552
+4
+0.1% +$287 0.02% 178
2025
Q2 		$388K Sell
5,548
-72
-1% -$4.73K 0.02% 179
2025
Q1 		$363K Buy
5,620
+124
+2% +$8.32K 0.02% 176
2024
Q4 		$363K Buy
5,496
+236
+4% +$16K 0.02% 177
2024
Q3 		$347K Buy
5,260
+176
+3% +$11.1K 0.02% 178
2024
Q2 		$308K Buy
5,084
+316
+7% +$19.2K 0.02% 178
2024
Q1 		$298K Sell
4,768
-200
-4% -$11.8K 0.02% 175
2023
Q4 		$289K Sell
4,968
-244
-5% -$13K 0.02% 180
2023
Q3 		$271K Sell
5,212
-24
-0.5% -$1.32K 0.02% 178
2023
Q2 		$288K Sell
5,236
-948
-15% -$49.7K 0.02% 175
2023
Q1 		$326K Buy
6,184
+4
+0.1% +$213 0.02% 153
2022
Q4 		$315K Buy
6,180
+312
+5% +$15.9K 0.02% 158
2022
Q3 		$276K Sell
5,868
-332
-5% -$17.4K 0.02% 155
2022
Q2 		$305K Buy
6,200
+2,408
+64% +$130K 0.03% 140
2022
Q1 		$226K Buy
3,792
+2,052
+118% +$120K 0.02% 154
2021
Q4 		$111K Hold
1,740
– – 0.01% 190
2021
Q3 		$103K Buy
1,740
+56
+3% +$3.38K 0.01% 185
2021
Q2 		$100K Buy
1,684
+424
+34% +$24.6K 0.01% 179
2021
Q1 		$70K Buy
1,260
+740
+142% +$40.2K 0.01% 203
2020
Q4 		$26K Hold
520
– – ﹤0.01% 250
2020
Q3 		$22K Hold
520
– – ﹤0.01% 253
2020
Q2 		$21K Hold
520
– – ﹤0.01% 236
2020
Q1 		$17K Buy
+520
New +$21.5K ﹤0.01% 227

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

Bogart Wealth LLC's VO Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Vanguard Mid-Cap ETF (VO) stake by 17% in Q1 2026, selling an estimated $69.5K and leaving 4,544 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #208.

Bogart Wealth LLC first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $408K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Bogart Wealth LLC held 4,544 shares of Vanguard Mid-Cap ETF worth $326K as of Q1 2026.
  • Bogart Wealth LLC sold 936 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $69.5K.
  • Vanguard Mid-Cap ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #208 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Bogart Wealth LLC's Vanguard Mid-Cap ETF position peaked at $408K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.