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Cannell & Spears’s Vanguard Mid-Cap ETF VO Stock Holding History

Cannell & Spears’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 		$673K Buy
9,380
+1,244
+15% +$92.4K 0.01% 272
2025
Q4 		$590K Buy
8,136
+60
+0.7% +$4.37K 0.01% 279
2025
Q3 		$593K Buy
8,076
+188
+2% +$13.5K 0.01% 274
2025
Q2 		$552K Buy
7,888
+504
+7% +$33.1K 0.01% 278
2025
Q1 		$477K Buy
7,384
+840
+13% +$56.4K 0.01% 286
2024
Q4 		$432K Buy
6,544
+220
+3% +$14.9K 0.01% 299
2024
Q3 		$417K Sell
6,324
-1,008
-14% -$63.3K 0.01% 315
2024
Q2 		$444K Sell
7,332
-1,044
-12% -$63.4K 0.01% 275
2024
Q1 		$523K Buy
+8,376
New +$495K 0.01% 279

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

Cannell & Spears's VO Position: Q1 2026 in Review

Cannell & Spears increased its Vanguard Mid-Cap ETF (VO) stake by 15% in Q1 2026, buying an estimated $92.4K and bringing the position to 9,380 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #272.

Cannell & Spears first reported a position in VO in Q1 2024 and has held it in 9 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cannell & Spears held 9,380 shares of Vanguard Mid-Cap ETF worth $673K as of Q1 2026.
  • Cannell & Spears bought 1,244 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $92.4K.
  • Vanguard Mid-Cap ETF made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #272 holding.
  • Cannell & Spears first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.