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

Bordeaux Wealth Advisors’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 Q2	$348K	Hold	4,972	–	–	0.04%	115
2025 Q1	$321K	Buy	4,972 +256	+5%	+$17.2K	0.06%	115
2024 Q4	$311K	Sell	4,716 -1,816	-28%	-$123K	0.05%	116
2024 Q3	$431K	Buy	6,532 +1,816	+39%	+$114K	0.08%	100
2024 Q2	$285K	Sell	4,716 -1,312	-22%	-$79.7K	0.05%	112
2024 Q1	$377K	Buy	6,028 +1,312	+28%	+$77.5K	0.12%	72
2023 Q4	$274K	Hold	4,716	–	–	0.09%	91
2023 Q3	$246K	Hold	4,716	–	–	0.1%	84
2023 Q2	$260K	Hold	4,716	–	–	0.11%	82
2023 Q1	$249K	Buy	+4,716	New	+$251K	0.13%	91
2022 Q2	–	Sell	-4,728	Closed	-$281K	–	91
2022 Q1	$281K	Buy	+4,728	New	+$277K	0.15%	74

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bordeaux Wealth Advisors's VO Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2025 at 4,972 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #115.

Bordeaux Wealth Advisors first reported a position in VO in Q1 2022 and has held it in 11 quarters since. The position peaked at $431K in Q3 2024. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Bordeaux Wealth Advisors held 4,972 shares of Vanguard Mid-Cap ETF worth $348K as of Q2 2025.
Bordeaux Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2025.
Vanguard Mid-Cap ETF made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #115 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
Bordeaux Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $431K in Q3 2024.
2,169 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.