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

Brand Asset Management Group’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	$15.5M	Buy	216,456 +708	+0.3%	+$52.6K	4.04%	3
2025 Q4	$15.7M	Buy	215,748 +1,996	+0.9%	+$145K	4.38%	3
2025 Q3	$15.7M	Sell	213,752 -2,912	-1%	-$209K	4.42%	3
2025 Q2	$15.2M	Buy	216,664 +28,412	+15%	+$1.87M	5.66%	3
2025 Q1	$12.2M	Sell	188,252 -3,268	-2%	-$219K	5.08%	4
2024 Q4	$12.6M	Sell	191,520 -3,828	-2%	-$260K	5.14%	6
2024 Q3	$12.9M	Sell	195,348 -4,628	-2%	-$291K	5.04%	6
2024 Q2	$12.1M	Sell	199,976 -2,228	-1%	-$135K	5.11%	6
2024 Q1	$12.6M	Sell	202,204 -2,008	-1%	-$119K	5.43%	4
2023 Q4	$11.9M	Buy	204,212 +2,912	+1%	+$156K	5.43%	4
2023 Q3	$10.5M	Sell	201,300 -660	-0.3%	-$36.2K	5.37%	5
2023 Q2	$11.1M	Buy	201,960 +7,136	+4%	+$374K	5.3%	5
2023 Q1	$10.3M	Buy	194,824 +164	+0.1%	+$8.72K	5.19%	5
2022 Q4	$9.92M	Sell	194,660 -3,976	-2%	-$203K	5.01%	4
2022 Q3	$9.34M	Buy	198,636 +2,344	+1%	+$122K	5.18%	4
2022 Q2	$9.67M	Buy	196,292 +13,252	+7%	+$716K	4.93%	5
2022 Q1	$10.9M	Sell	183,040 -5,140	-3%	-$302K	4.81%	6
2021 Q4	$12M	Buy	188,180 +2,444	+1%	+$153K	5.4%	6
2021 Q3	$11M	Buy	185,736 +5,128	+3%	+$310K	5.31%	5
2021 Q2	$10.7M	Buy	180,608 +7,564	+4%	+$438K	5.21%	6
2021 Q1	$9.57M	Sell	173,044 -2,908	-2%	-$158K	4.87%	6
2020 Q4	$9.1M	Sell	175,952 -2,180	-1%	-$106K	5.11%	6
2020 Q3	$7.85M	Sell	178,132 -4,008	-2%	-$175K	4.91%	6
2020 Q2	$7.46M	Sell	182,140 -996	-0.5%	-$38.2K	4.76%	7
2020 Q1	$6.03M	Sell	183,136 -4,052	-2%	-$168K	4.45%	7
2019 Q4	$8.34M	Sell	187,188 -1,388	-0.7%	-$59.6K	5.31%	4
2019 Q3	$7.9M	Sell	188,576 -2,932	-2%	-$123K	5.24%	4
2019 Q2	$8M	Sell	191,508 -212	-0.1%	-$8.68K	5.25%	4
2019 Q1	$7.71M	Buy	191,720 +760	+0.4%	+$29.2K	5.23%	4
2018 Q4	$6.6M	Buy	190,960 +4,776	+3%	+$179K	5.23%	5
2018 Q3	$7.64M	Buy	186,184 +2,104	+1%	+$85.9K	5.61%	5
2018 Q2	$7.25M	Buy	+184,080	New	+$7.23M	5.54%	5

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Brand Asset Management Group's VO Position: Q1 2026 in Review

Brand Asset Management Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.33% in Q1 2026, buying an estimated $52.6K and bringing the position to 216,456 shares worth $15.5M. The position accounts for 4.04% of the portfolio, ranked #3.

Brand Asset Management Group first reported a position in VO in Q2 2018 and has held it in 32 quarters since. The position peaked at $15.7M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Brand Asset Management Group held 216,456 shares of Vanguard Mid-Cap ETF worth $15.5M as of Q1 2026.
Brand Asset Management Group bought 708 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $52.6K.
Vanguard Mid-Cap ETF made up 4.04% of Brand Asset Management Group's portfolio in Q1 2026, its #3 holding.
Brand Asset Management Group first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
Brand Asset Management Group's Vanguard Mid-Cap ETF position peaked at $15.7M in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.