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Code Waechter’s Vanguard Mid-Cap ETF VO Stock Holding History

Code Waechter’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 		$254K Buy
+3,536
New +$263K 0.15% 101
2025
Q2 		– Sell
-5,272
Closed -$341K – 135
2025
Q1 		$341K Buy
+5,272
New +$354K 0.28% 82

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

Code Waechter's VO Position: Q1 2026 in Review

Code Waechter opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2026: 3,536 shares worth $254K. The stake represents 0.15% of the portfolio and ranks #101 among its holdings. This is a return to the name: Code Waechter previously reported a position in VO as recently as Q1 2025.

Code Waechter first reported a position in VO in Q1 2025 and has held it in 2 quarters since. The position peaked at $341K in Q1 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Code Waechter held 3,536 shares of Vanguard Mid-Cap ETF worth $254K as of Q1 2026.
  • Vanguard Mid-Cap ETF was a new Code Waechter position in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.15% of Code Waechter's portfolio in Q1 2026, its #101 holding.
  • Code Waechter first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • Code Waechter's Vanguard Mid-Cap ETF position peaked at $341K in Q1 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.