Cobler Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Cobler Capital 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
2025 Q2	$205K	Buy	+6,088	New	+$400K	0.2%	43

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cobler Capital Management's VO Position: Q2 2025 in Review

Cobler Capital Management opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2025: 6,088 shares worth $205K. The stake represents 0.2% of the portfolio and ranks #43 among its holdings.

2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Cobler Capital Management held 6,088 shares of Vanguard Mid-Cap ETF worth $205K as of Q2 2025.
Vanguard Mid-Cap ETF was a new Cobler Capital Management position in Q2 2025.
Vanguard Mid-Cap ETF made up 0.2% of Cobler Capital Management's portfolio in Q2 2025, its #43 holding.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Cobler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.