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Bridgewealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Bridgewealth Advisory 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 		$8.48M Buy
118,092
+10,332
+10% +$768K 1.76% 19
2025
Q4 		$7.82M Sell
107,760
-10,276
-9% -$748K 1.73% 19
2025
Q3 		$8.67M Buy
118,036
+5,180
+5% +$372K 2.01% 17
2025
Q2 		$7.9M Buy
112,856
+90,664
+409% +$5.95M 2% 17
2025
Q1 		$1.43M Sell
22,192
-82,652
-79% -$5.55M 1.89% 18
2024
Q4 		$7.25M Buy
104,844
+15,936
+18% +$1.08M 2.05% 19
2024
Q3 		$5.86M Buy
88,908
+7,844
+10% +$493K 2.13% 17
2024
Q2 		$4.91M Buy
81,064
+6,916
+9% +$420K 2.17% 18
2024
Q1 		$4.63M Buy
74,148
+48,268
+187% +$2.85M 2.27% 13
2023
Q4 		$1.51M Buy
25,880
+7,880
+44% +$421K 1.15% 21
2023
Q3 		$937K Buy
18,000
+4,060
+29% +$223K 1.15% 21
2023
Q2 		$767K Buy
13,940
+280
+2% +$14.7K 1.25% 17
2023
Q1 		$720K Sell
13,660
-304
-2% -$16.2K 1.33% 16
2022
Q4 		$711K Buy
+13,964
New +$711K 1.4% 15

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

Bridgewealth Advisory Group's VO Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Vanguard Mid-Cap ETF (VO) stake by 9.6% in Q1 2026, buying an estimated $768K and bringing the position to 118,092 shares worth $8.48M. The position accounts for 1.76% of the portfolio, ranked #19.

Bridgewealth Advisory Group first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.67M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Bridgewealth Advisory Group held 118,092 shares of Vanguard Mid-Cap ETF worth $8.48M as of Q1 2026.
  • Bridgewealth Advisory Group bought 10,332 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $768K.
  • Vanguard Mid-Cap ETF made up 1.76% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #19 holding.
  • Bridgewealth Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Bridgewealth Advisory Group's Vanguard Mid-Cap ETF position peaked at $8.67M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.