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

Cahaba 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
2026 Q1	$331K	Sell	4,616 -48	-1%	-$3.57K	0.02%	114
2025 Q4	$338K	Sell	4,664 -244	-5%	-$17.7K	0.02%	111
2025 Q3	$360K	Buy	4,908 +1,488	+44%	+$107K	0.03%	110
2025 Q2	$239K	Buy	+3,420	New	+$224K	0.02%	137
2024 Q4	–	Sell	-3,076	Closed	-$203K	–	156
2024 Q3	$203K	Buy	+3,076	New	+$193K	0.02%	144
2023 Q1	–	Sell	-10,356	Closed	-$528K	–	150
2022 Q4	$528K	Buy	10,356 +64	+0.6%	+$3.26K	0.07%	71
2022 Q3	$483K	Hold	10,292	–	–	0.07%	72
2022 Q2	$506K	Sell	10,292 -92	-0.9%	-$4.97K	0.07%	72
2022 Q1	$568K	Buy	10,384 +6,644	+178%	+$390K	0.08%	69
2021 Q4	$238K	Buy	+3,740	New	+$234K	0.03%	134

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

Cahaba Wealth Management's VO Position: Q1 2026 in Review

Cahaba Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1% in Q1 2026, selling an estimated $3.57K and leaving 4,616 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #114.

Cahaba Wealth Management first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $568K in Q1 2022. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Cahaba Wealth Management held 4,616 shares of Vanguard Mid-Cap ETF worth $331K as of Q1 2026.
Cahaba Wealth Management sold 48 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.57K.
Vanguard Mid-Cap ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #114 holding.
Cahaba Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Cahaba Wealth Management's Vanguard Mid-Cap ETF position peaked at $568K in Q1 2022.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.