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Carolinas Wealth Consulting’s Vanguard Mid-Cap ETF VO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-14,948
Closed -$966K – 926
2025
Q1 		$966K Sell
14,948
-76
-0.5% -$5.1K 0.21% 64
2024
Q4 		$992K Sell
15,024
-152
-1% -$10.3K 0.2% 66
2024
Q3 		$1M Sell
15,176
-268
-2% -$16.8K 0.18% 68
2024
Q2 		$938K Sell
15,444
-756
-5% -$45.9K 0.18% 68
2024
Q1 		$1.01M Buy
16,200
+5,208
+47% +$308K 0.2% 64
2023
Q4 		$639K Buy
10,992
+1,132
+11% +$60.5K 0.14% 76
2023
Q3 		$489K Hold
9,860
– – 0.12% 83
2023
Q2 		$543K Buy
9,860
+60
+0.6% +$3.15K 0.11% 94
2023
Q1 		$517K Sell
9,800
-868
-8% -$46.2K 0.11% 101
2022
Q4 		$544K Buy
10,668
+4
+0% +$204 0.12% 90
2022
Q3 		$501K Sell
10,664
-56
-0.5% -$2.93K 0.13% 89
2022
Q2 		$528K Hold
10,720
– – 0.13% 84
2022
Q1 		$637K Buy
10,720
+4
+0% +$235 0.14% 78
2021
Q4 		$683K Sell
10,716
-200
-2% -$12.5K 0.15% 77
2021
Q3 		$646K Sell
10,916
-24
-0.2% -$1.45K 0.15% 72
2021
Q2 		$649K Hold
10,940
– – 0.14% 76
2021
Q1 		$605K Hold
10,940
– – 0.15% 71
2020
Q4 		$565K Buy
10,940
+9,824
+880% +$476K 0.15% 72
2020
Q3 		$49K Hold
1,116
– – 0.02% 287
2020
Q2 		$46K Buy
1,116
+4
+0.4% +$153 0.02% 213
2020
Q1 		$37K Buy
+1,112
New +$46K 0.02% 131

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's VO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 14,948 shares — an estimated $966K sold.

Carolinas Wealth Consulting first reported a position in VO in Q1 2020 and held it in 21 quarters. The position peaked at $1.01M in Q1 2024. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14,948 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $966K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard Mid-Cap ETF position peaked at $1.01M in Q1 2024.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.