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Brinker Capital Investments’s Vanguard Mid-Cap ETF VO Stock Holding History

Brinker Capital Investments’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 		$1.83M Sell
25,528
-48,832
-66% -$3.63M 0.02% 794
2025
Q4 		$5.4M Buy
74,360
+29,204
+65% +$2.12M 0.04% 407
2025
Q3 		$3.32M Buy
45,156
+2,676
+6% +$192K 0.03% 578
2025
Q2 		$2.97M Sell
42,480
-692
-2% -$45.4K 0.03% 591
2025
Q1 		$2.79M Buy
43,172
+3,144
+8% +$211K 0.03% 561
2024
Q4 		$2.64M Buy
40,028
+12,372
+45% +$840K 0.03% 562
2024
Q3 		$1.82M Buy
27,656
+4,540
+20% +$285K 0.02% 740
2024
Q2 		$1.4M Buy
23,116
+1,180
+5% +$71.7K 0.01% 819
2024
Q1 		$1.37M Sell
21,936
-8,132
-27% -$481K 0.01% 844
2023
Q4 		$1.74M Sell
30,068
-15,760
-34% -$842K 0.02% 707
2023
Q3 		$2.39M Buy
45,828
+19,600
+75% +$1.07M 0.03% 540
2023
Q2 		$1.44M Sell
26,228
-5,472
-17% -$287K 0.02% 796
2023
Q1 		$1.67M Buy
31,700
+26,668
+530% +$1.42M 0.02% 664
2022
Q4 		$256K Hold
5,032
– – 0.01% 1208
2022
Q3 		$236K Buy
5,032
+8
+0.2% +$418 ﹤0.01% 1215
2022
Q2 		$247K Sell
5,024
-368
-7% -$19.9K ﹤0.01% 1238
2022
Q1 		$321K Buy
5,392
+96
+2% +$5.63K ﹤0.01% 1201
2021
Q4 		$337K Sell
5,296
-644
-11% -$40.4K ﹤0.01% 1201
2021
Q3 		$352K Hold
5,940
– – 0.01% 1086
2021
Q2 		$352K Buy
5,940
+632
+12% +$36.6K ﹤0.01% 1140
2021
Q1 		$294K Buy
+5,308
New +$288K ﹤0.01% 1057
2020
Q1 		– Sell
-16
Closed -$1K – 742
2019
Q4 		$1K Sell
16
-72
-82% -$3.09K ﹤0.01% 790
2019
Q3 		$4K Sell
88
-948
-92% -$39.6K ﹤0.01% 669
2019
Q2 		$43K Buy
1,036
+768
+287% +$31.4K ﹤0.01% 610
2019
Q1 		$11K Buy
268
+252
+1,575% +$9.69K ﹤0.01% 628
2018
Q4 		$1K Hold
16
– – ﹤0.01% 647
2018
Q3 		$1K Buy
+16
New +$653 ﹤0.01% 616
2018
Q2 		– Sell
-16
Closed -$1K – 653
2018
Q1 		$1K Hold
16
– – ﹤0.01% 522
2017
Q4 		$1K Hold
16
– – ﹤0.01% 503
2017
Q3 		$1K Hold
16
– – ﹤0.01% 569
2017
Q2 		$1K Hold
16
– – ﹤0.01% 474
2017
Q1 		$1K Hold
16
– – ﹤0.01% 454
2016
Q4 		$1K Sell
16
-1,092
-99% -$35.4K ﹤0.01% 468
2016
Q3 		$36K Sell
1,108
-368
-25% -$11.8K ﹤0.01% 308
2016
Q2 		$46K Sell
1,476
-8
-0.5% -$244 ﹤0.01% 295
2016
Q1 		$45K Sell
1,484
-744
-33% -$21K ﹤0.01% 300
2015
Q4 		$67K Sell
2,228
-41,584
-95% -$1.27M ﹤0.01% 322
2015
Q3 		$1.28M Buy
43,812
+6,764
+18% +$211K 0.06% 173
2015
Q2 		$1.18M Buy
37,048
+1,164
+3% +$37.8K 0.05% 176
2015
Q1 		$1.19M Sell
35,884
-2,244
-6% -$70.5K 0.04% 173
2014
Q4 		$1.18M Buy
38,128
+2,732
+8% +$82.3K 0.04% 179
2014
Q3 		$1.04M Sell
35,396
-160
-0.4% -$4.75K 0.04% 174
2014
Q2 		$1.05M Buy
35,556
+3,888
+12% +$111K 0.04% 183
2014
Q1 		$899K Buy
31,668
+1,644
+5% +$45.6K 0.03% 184
2013
Q4 		$826K Buy
30,024
+5,360
+22% +$143K 0.03% 190
2013
Q3 		$632K Buy
24,664
+2,992
+14% +$75.1K 0.03% 195
2013
Q2 		$515K Buy
+21,672
New +$514K 0.02% 198

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

Brinker Capital Investments's VO Position: Q1 2026 in Review

Brinker Capital Investments reduced its Vanguard Mid-Cap ETF (VO) stake by 66% in Q1 2026, selling an estimated $3.63M and leaving 25,528 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #794.

Brinker Capital Investments first reported a position in VO in Q2 2013 and has held it in 47 quarters since. The position peaked at $5.4M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Brinker Capital Investments held 25,528 shares of Vanguard Mid-Cap ETF worth $1.83M as of Q1 2026.
  • Brinker Capital Investments sold 48,832 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.63M.
  • Vanguard Mid-Cap ETF made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #794 holding.
  • Brinker Capital Investments first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 47 quarters since.
  • Brinker Capital Investments's Vanguard Mid-Cap ETF position peaked at $5.4M in Q4 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.