Caitlin John’s Vanguard Mid-Cap ETF VO Stock Holding History

Caitlin John’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	$1.21M	Sell	16,864 -324	-2%	-$24.1K	0.73%	23
2025 Q4	$1.25M	Buy	17,188 +112	+0.7%	+$8.15K	0.82%	22
2025 Q3	$1.25M	Sell	17,076 -184	-1%	-$13.2K	0.87%	38
2025 Q2	$1.21M	Sell	17,260 -1,828	-10%	-$120K	1.1%	33
2025 Q1	$1.23M	Sell	19,088 -8,540	-31%	-$573K	1.21%	16
2024 Q4	$1.82M	Sell	27,628 -820	-3%	-$55.7K	1.21%	26
2024 Q3	$1.97M	Buy	28,448 +2,864	+11%	+$180K	1.23%	21
2024 Q2	$1.55M	Buy	25,584 +1,448	+6%	+$88K	1.11%	19
2024 Q1	$1.51M	Sell	24,136 -7,344	-23%	-$434K	1.13%	20
2023 Q4	$1.83M	Buy	+31,480	New	+$1.68M	1.49%	11

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

Caitlin John's VO Position: Q1 2026 in Review

Caitlin John reduced its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q1 2026, selling an estimated $24.1K and leaving 16,864 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #23.

Caitlin John first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Caitlin John held 16,864 shares of Vanguard Mid-Cap ETF worth $1.21M as of Q1 2026.
Caitlin John sold 324 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $24.1K.
Vanguard Mid-Cap ETF made up 0.73% of Caitlin John's portfolio in Q1 2026, its #23 holding.
Caitlin John first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's Vanguard Mid-Cap ETF position peaked at $1.97M in Q3 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.