BOS Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

BOS Asset 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 Q2	$1.99M	Buy	24,750 +154	+0.6%	+$11.9K	0.46%	49
2026 Q1	$1.77M	Buy	24,596 +508	+2%	+$37.7K	0.45%	46
2025 Q4	$1.75M	Hold	24,088	–	–	0.47%	46
2025 Q3	$1.77M	Buy	24,088 +400	+2%	+$28.7K	0.5%	43
2025 Q2	$1.66M	Buy	23,688 +92	+0.4%	+$6.04K	0.53%	42
2025 Q1	$1.53M	Sell	23,596 -60	-0.3%	-$4.03K	0.52%	39
2024 Q4	$1.56M	Sell	23,656 -300	-1%	-$20.4K	0.56%	37
2024 Q3	$1.58M	Buy	23,956 +120	+0.5%	+$7.53K	0.58%	33
2024 Q2	$1.44M	Sell	23,836 -380	-2%	-$23.1K	0.67%	30
2024 Q1	$1.51M	Buy	24,216 +108	+0.4%	+$6.38K	0.79%	28
2023 Q4	$1.4M	Buy	24,108 +80	+0.3%	+$4.27K	0.96%	25
2023 Q3	$1.25M	Sell	24,028 -164	-0.7%	-$8.99K	0.92%	27
2023 Q2	$1.33M	Buy	24,192 +96	+0.4%	+$5.03K	1.03%	28
2023 Q1	$1.27M	Buy	24,096 +60	+0.2%	+$3.19K	1.06%	29
2022 Q4	$1.22M	Buy	+24,036	New	+$1.22M	1.09%	24

Other funds holding VO

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MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return