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Certuity’s Vanguard Mid-Cap ETF VO Stock Holding History

Certuity’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 		$1.35M Buy
18,852
+2,924
+18% +$217K 0.09% 133
2025
Q4 		$1.16M Buy
15,928
+8
+0.1% +$582 0.07% 152
2025
Q3 		$1.17M Buy
15,920
+5,660
+55% +$406K 0.08% 144
2025
Q2 		$718K Buy
10,260
+12
+0.1% +$788 0.07% 160
2025
Q1 		$663K Hold
10,248
– – 0.07% 159
2024
Q4 		$677K Sell
10,248
-212
-2% -$14.4K 0.07% 146
2024
Q3 		$690K Sell
10,460
-12,388
-54% -$778K 0.07% 156
2024
Q2 		$1.38M Sell
22,848
-7,156
-24% -$435K 0.11% 103
2024
Q1 		$1.87M Buy
30,004
+7,000
+30% +$414K 0.16% 73
2023
Q4 		$1.34M Buy
23,004
+6,860
+42% +$367K 0.14% 90
2023
Q3 		$840K Buy
16,144
+1,332
+9% +$73K 0.1% 90
2023
Q2 		$815K Buy
14,812
+800
+6% +$41.9K 0.09% 97
2023
Q1 		$739K Buy
14,012
+2,576
+23% +$137K 0.11% 86
2022
Q4 		$583K Hold
11,436
– – 0.09% 96
2022
Q3 		$537K Buy
11,436
+4,952
+76% +$259K 0.12% 82
2022
Q2 		$319K Buy
6,484
+1,484
+30% +$80.2K 0.08% 139
2022
Q1 		$297K Hold
5,000
– – 0.06% 210
2021
Q4 		$318K Hold
5,000
– – 0.07% 197
2021
Q3 		$296K Hold
5,000
– – 0.06% 281
2021
Q2 		$297K Sell
5,000
-1,308
-21% -$75.8K 0.07% 239
2021
Q1 		$349K Buy
6,308
+1,308
+26% +$71K 0.09% 172
2020
Q4 		$258K Sell
5,000
-412
-8% -$19.9K 0.08% 175
2020
Q3 		$238K Hold
5,412
– – 0.09% 160
2020
Q2 		$222K Sell
5,412
-656
-11% -$25.1K 0.1% 151
2020
Q1 		$200K Buy
+6,068
New +$251K 0.11% 141

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

Certuity's VO Position: Q1 2026 in Review

Certuity increased its Vanguard Mid-Cap ETF (VO) stake by 18% in Q1 2026, buying an estimated $217K and bringing the position to 18,852 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #133.

Certuity first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.87M in Q1 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Certuity held 18,852 shares of Vanguard Mid-Cap ETF worth $1.35M as of Q1 2026.
  • Certuity bought 2,924 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $217K.
  • Vanguard Mid-Cap ETF made up 0.09% of Certuity's portfolio in Q1 2026, its #133 holding.
  • Certuity first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Certuity's Vanguard Mid-Cap ETF position peaked at $1.87M in Q1 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.