Bristlecone Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bristlecone Advisors’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	$7.19M	Sell	97,904 -36	-0%	-$2.58K	0.6%	37
2025 Q2	$6.85M	Sell	97,940 -4,924	-5%	-$323K	0.58%	41
2025 Q1	$6.65M	Sell	102,864 -1,344	-1%	-$90.2K	0.54%	43
2024 Q4	$6.88M	Buy	104,208 +1,660	+2%	+$113K	0.54%	42
2024 Q3	$6.76M	Buy	102,548 +4,932	+5%	+$310K	0.54%	44
2024 Q2	$5.91M	Buy	97,616 +444	+0.5%	+$27K	0.5%	45
2024 Q1	$6.07M	Buy	97,172 +11,560	+14%	+$683K	0.53%	41
2023 Q4	$4.98M	Buy	85,612 +416	+0.5%	+$22.2K	0.5%	45
2023 Q3	$4.44M	Buy	85,196 +2,172	+3%	+$119K	0.5%	45
2023 Q2	$4.57M	Buy	83,024 +3,012	+4%	+$158K	0.46%	43
2023 Q1	$4.22M	Sell	80,012 -1,436	-2%	-$76.4K	0.46%	46
2022 Q4	$4.15M	Sell	81,448 -1,748	-2%	-$89K	0.51%	45
2022 Q3	$3.91M	Buy	83,196 +3,352	+4%	+$175K	0.51%	44
2022 Q2	$3.93M	Sell	79,844 -1,624	-2%	-$87.7K	0.49%	43
2022 Q1	$4.84M	Buy	81,468 +160	+0.2%	+$9.39K	0.59%	39
2021 Q4	$5.18M	Buy	81,308 +1,276	+2%	+$80K	0.62%	36
2021 Q3	$4.74M	Sell	80,032 -2,264	-3%	-$137K	0.62%	37
2021 Q2	$4.88M	Buy	82,296 +4,864	+6%	+$282K	0.66%	35
2021 Q1	$4.29M	Buy	77,432 +3,500	+5%	+$190K	0.65%	35
2020 Q4	$3.82M	Buy	73,932 +4,800	+7%	+$232K	0.61%	38
2020 Q3	$3.05M	Buy	69,132 +3,976	+6%	+$173K	0.56%	44
2020 Q2	$2.67M	Buy	65,156 +480	+0.7%	+$18.4K	0.54%	51
2020 Q1	$2.13M	Sell	64,676 -544	-0.8%	-$22.5K	0.51%	52
2019 Q4	$2.9M	Buy	65,220 +1,300	+2%	+$55.8K	0.58%	50
2019 Q3	$2.68M	Sell	63,920 -336	-0.5%	-$14K	0.65%	45
2019 Q2	$2.69M	Buy	64,256 +3,624	+6%	+$148K	0.64%	45
2019 Q1	$2.44M	Sell	60,632 -2,068	-3%	-$79.5K	0.68%	44
2018 Q4	$2.17M	Buy	62,700 +888	+1%	+$33.3K	0.65%	44
2018 Q3	$2.54M	Buy	61,812 +40	+0.1%	+$1.63K	0.64%	43
2018 Q2	$2.43M	Buy	61,772 +3,104	+5%	+$122K	0.81%	24
2018 Q1	$2.26M	Sell	58,668 -1,372	-2%	-$54K	0.76%	33
2017 Q4	$2.32M	Buy	60,040 +68	+0.1%	+$2.57K	0.74%	38
2017 Q3	$2.2M	Buy	59,972 +2,692	+5%	+$97.1K	0.72%	40
2017 Q2	$2.04M	Buy	57,280 +1,152	+2%	+$40.7K	0.69%	44
2017 Q1	$1.95M	Sell	56,128 -15,852	-22%	-$545K	0.68%	44
2016 Q4	$2.37M	Buy	71,980 +936	+1%	+$30.3K	0.84%	33
2016 Q3	$2.3M	Sell	71,044 -2,964	-4%	-$95.1K	0.83%	36
2016 Q2	$2.29M	Sell	74,008 -1,432	-2%	-$43.8K	0.84%	42
2016 Q1	$2.29M	Buy	75,440 +17,076	+29%	+$483K	0.91%	31
2015 Q4	$1.75M	Buy	+58,364	New	+$1.78M	0.74%	41

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bristlecone Advisors's VO Position: Q3 2025 in Review

Bristlecone Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.04% in Q3 2025, selling an estimated $2.58K and leaving 97,904 shares worth $7.19M. The position accounts for 0.6% of the portfolio, ranked #37.

Bristlecone Advisors first reported a position in VO in Q4 2015 and has held it in 40 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Bristlecone Advisors held 97,904 shares of Vanguard Mid-Cap ETF worth $7.19M as of Q3 2025.
Bristlecone Advisors sold 36 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $2.58K.
Vanguard Mid-Cap ETF made up 0.6% of Bristlecone Advisors's portfolio in Q3 2025, its #37 holding.
Bristlecone Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 40 quarters since.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.