BFO
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Boston Family Office’s Vanguard Mid-Cap ETF VO Stock Holding History

Boston Family Office’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 		$2.86M Hold
39,856
– – 0.19% 100
2025
Q4 		$2.89M Buy
39,856
+828
+2% +$60.2K 0.18% 97
2025
Q3 		$2.87M Buy
39,028
+3,004
+8% +$216K 0.18% 101
2025
Q2 		$2.52M Buy
36,024
+4,176
+13% +$274K 0.17% 102
2025
Q1 		$2.06M Buy
31,848
+5,316
+20% +$357K 0.15% 109
2024
Q4 		$1.75M Buy
26,532
+912
+4% +$61.9K 0.12% 121
2024
Q3 		$1.69M Sell
25,620
-2,180
-8% -$137K 0.11% 122
2024
Q2 		$1.68M Buy
27,800
+3,360
+14% +$204K 0.12% 118
2024
Q1 		$1.53M Hold
24,440
– – 0.11% 126
2023
Q4 		$1.42M Sell
24,440
-200
-0.8% -$10.7K 0.11% 129
2023
Q3 		$1.28M Hold
24,640
– – 0.11% 130
2023
Q2 		$1.36M Sell
24,640
-500
-2% -$26.2K 0.1% 131
2023
Q1 		$1.33M Sell
25,140
-2,800
-10% -$149K 0.11% 134
2022
Q4 		$1.42M Buy
27,940
+5,800
+26% +$295K 0.12% 129
2022
Q3 		$1.04M Buy
22,140
+1,060
+5% +$55.4K 0.09% 146
2022
Q2 		$1.04M Buy
21,080
+4,700
+29% +$254K 0.09% 146
2022
Q1 		$974K Buy
16,380
+4,240
+35% +$249K 0.07% 158
2021
Q4 		$773K Sell
12,140
-7,316
-38% -$459K 0.05% 177
2021
Q3 		$1.15M Hold
19,456
– – 0.08% 151
2021
Q2 		$1.15M Sell
19,456
-1,744
-8% -$101K 0.08% 155
2021
Q1 		$1.17M Hold
21,200
– – 0.09% 148
2020
Q4 		$1.1M Hold
21,200
– – 0.08% 154
2020
Q3 		$934K Hold
21,200
– – 0.08% 151
2020
Q2 		$869K Sell
21,200
-8,320
-28% -$319K 0.08% 148
2020
Q1 		$972K Buy
29,520
+8,200
+38% +$340K 0.11% 132
2019
Q4 		$950K Hold
21,320
– – 0.09% 150
2019
Q3 		$893K Sell
21,320
-800
-4% -$33.4K 0.09% 152
2019
Q2 		$924K Buy
22,120
+800
+4% +$32.7K 0.1% 149
2019
Q1 		$857K Buy
21,320
+40
+0.2% +$1.54K 0.09% 152
2018
Q4 		$735K Buy
21,280
+8,152
+62% +$306K 0.09% 158
2018
Q3 		$539K Sell
13,128
-536
-4% -$21.9K 0.06% 196
2018
Q2 		$538K Hold
13,664
– – 0.06% 193
2018
Q1 		$527K Buy
13,664
+536
+4% +$21.1K 0.06% 193
2017
Q4 		$508K Hold
13,128
– – 0.06% 197
2017
Q3 		$482K Sell
13,128
-2,400
-15% -$86.6K 0.05% 199
2017
Q2 		$553K Sell
15,528
-420
-3% -$14.8K 0.07% 185
2017
Q1 		$555K Hold
15,948
– – 0.07% 183
2016
Q4 		$525K Sell
15,948
-80
-0.5% -$2.59K 0.07% 184
2016
Q3 		$519K Sell
16,028
-268
-2% -$8.6K 0.07% 183
2016
Q2 		$504K Buy
16,296
+48
+0.3% +$1.47K 0.07% 179
2016
Q1 		$492K Sell
16,248
-216
-1% -$6.11K 0.06% 179
2015
Q4 		$494K Sell
16,464
-1,484
-8% -$45.3K 0.07% 178
2015
Q3 		$523K Hold
17,948
– – 0.07% 177
2015
Q2 		$572K Sell
17,948
-80
-0.4% -$2.6K 0.07% 188
2015
Q1 		$598K Sell
18,028
-200
-1% -$6.29K 0.07% 186
2014
Q4 		$563K Hold
18,228
– – 0.07% 187
2014
Q3 		$535K Hold
18,228
– – 0.07% 194
2014
Q2 		$541K Hold
18,228
– – 0.07% 194
2014
Q1 		$518K Hold
18,228
– – 0.07% 195
2013
Q4 		$501K Hold
18,228
– – 0.07% 189
2013
Q3 		$467K Hold
18,228
– – 0.07% 196
2013
Q2 		$434K Buy
+18,228
New +$432K 0.07% 191

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

Boston Family Office's VO Position: Q1 2026 in Review

Boston Family Office held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 39,856 shares worth $2.86M. The position accounts for 0.19% of the portfolio, ranked #100.

Boston Family Office first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.89M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Boston Family Office held 39,856 shares of Vanguard Mid-Cap ETF worth $2.86M as of Q1 2026.
  • Boston Family Office left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.19% of Boston Family Office's portfolio in Q1 2026, its #100 holding.
  • Boston Family Office first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Boston Family Office's Vanguard Mid-Cap ETF position peaked at $2.89M in Q4 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.