Center For Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Center For Asset 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	$402K	Sell	5,604 -2,800	-33%	-$208K	0.2%	98
2025 Q4	$610K	Buy	8,404 +320	+4%	+$23.3K	0.32%	76
2025 Q3	$594K	Buy	8,084 +2,588	+47%	+$186K	0.32%	68
2025 Q2	$363K	Sell	5,496 -4,008	-42%	-$263K	0.22%	85
2025 Q1	$614K	Buy	9,504 +3,968	+72%	+$266K	0.38%	59
2024 Q4	$366K	Buy	5,536 +636	+13%	+$43.2K	0.24%	83
2024 Q3	$323K	Buy	4,900 +992	+25%	+$62.3K	0.19%	96
2024 Q2	$237K	Buy	+3,908	New	+$237K	0.16%	106

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

Center For Asset Management's VO Position: Q1 2026 in Review

Center For Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 33% in Q1 2026, selling an estimated $208K and leaving 5,604 shares worth $402K. The position accounts for 0.2% of the portfolio, ranked #98.

Center For Asset Management first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $614K in Q1 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Center For Asset Management held 5,604 shares of Vanguard Mid-Cap ETF worth $402K as of Q1 2026.
Center For Asset Management sold 2,800 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $208K.
Vanguard Mid-Cap ETF made up 0.2% of Center For Asset Management's portfolio in Q1 2026, its #98 holding.
Center For Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Center For Asset Management's Vanguard Mid-Cap ETF position peaked at $614K in Q1 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.