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Chokshi & Queen Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$704K Hold
9,808
– – 0.38% 30
2025
Q4 		$712K Hold
9,808
– – 0.37% 30
2025
Q3 		$720K Hold
9,808
– – 0.38% 30
2025
Q2 		$686K Hold
9,808
– – 0.39% 31
2025
Q1 		$634K Hold
9,808
– – 0.39% 29
2024
Q4 		$648K Buy
+9,808
New +$666K 0.4% 26

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

Chokshi & Queen Wealth Advisors's VO Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 9,808 shares worth $704K. The position accounts for 0.38% of the portfolio, ranked #30.

Chokshi & Queen Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $720K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 9,808 shares of Vanguard Mid-Cap ETF worth $704K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.38% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $720K in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.