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Castleview Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Castleview Partners’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
Q1 		– Sell
-324
Closed -$21.4K – 564
2024
Q4 		$21.4K Sell
324
-8
-2% -$543 0.01% 462
2024
Q3 		$21.9K Sell
332
-4
-1% -$251 0.01% 435
2024
Q2 		$20.3K Sell
336
-8
-2% -$486 0.01% 438
2024
Q1 		$21.5K Sell
344
-2,976
-90% -$176K 0.01% 457
2023
Q4 		$193K Sell
3,320
-4,204
-56% -$225K 0.14% 140
2023
Q3 		$392K Buy
7,524
+472
+7% +$25.9K 0.36% 58
2023
Q2 		$388K Sell
7,052
-1,312
-16% -$68.8K 0.35% 62
2023
Q1 		$441K Buy
8,364
+4
+0% +$213 0.39% 59
2022
Q4 		$426K Buy
8,360
+416
+5% +$21.2K 0.41% 57
2022
Q3 		$373K Buy
7,944
+5,628
+243% +$294K 0.36% 63
2022
Q2 		$129K Sell
2,316
-5,580
-71% -$301K 0.1% 186
2022
Q1 		$469K Buy
+7,896
New +$463K 0.29% 69

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Castleview Partners's VO Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 324 shares — an estimated $21.4K sold.

Castleview Partners first reported a position in VO in Q1 2022 and held it in 12 quarters. The position peaked at $469K in Q1 2022. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Castleview Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 324 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $21.4K.
  • Castleview Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 12 quarters.
  • Castleview Partners's Vanguard Mid-Cap ETF position peaked at $469K in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.