BTWM
VO icon

Brass Tax Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Brass Tax Wealth 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
2025
Q3 		$885K Sell
12,052
-72
-0.6% -$5.17K 0.15% 68
2025
Q2 		$848K Buy
12,124
+388
+3% +$25.5K 0.16% 66
2025
Q1 		$759K Buy
11,736
+256
+2% +$17.2K 0.16% 73
2024
Q4 		$758K Sell
11,480
-16
-0.1% -$1.09K 0.16% 71
2024
Q3 		$758K Buy
11,496
+1,276
+12% +$80.1K 0.16% 67
2024
Q2 		$619K Buy
10,220
+772
+8% +$46.9K 0.27% 55
2024
Q1 		$590K Buy
+9,448
New +$558K 0.31% 48

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brass Tax Wealth Management's VO Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.59% in Q3 2025, selling an estimated $5.17K and leaving 12,052 shares worth $885K. The position accounts for 0.15% of the portfolio, ranked #68.

Brass Tax Wealth Management first reported a position in VO in Q1 2024 and has held it in 7 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Brass Tax Wealth Management held 12,052 shares of Vanguard Mid-Cap ETF worth $885K as of Q3 2025.
  • Brass Tax Wealth Management sold 72 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $5.17K.
  • Vanguard Mid-Cap ETF made up 0.15% of Brass Tax Wealth Management's portfolio in Q3 2025, its #68 holding.
  • Brass Tax Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.