Coordinated Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Coordinated Financial Services’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	$1.55M	Buy	21,648 +184	+0.9%	+$13.7K	0.89%	23
2025 Q4	$1.56M	Buy	21,464 +1,756	+9%	+$128K	0.9%	23
2025 Q3	$1.45M	Sell	19,708 -460	-2%	-$33K	0.93%	23
2025 Q2	$1.41M	Hold	20,168	–	–	0.98%	25
2025 Q1	$1.3M	Sell	20,168 -276	-1%	-$18.5K	1%	28
2024 Q4	$1.35M	Buy	+20,444	New	+$1.39M	1.05%	25
2024 Q2	$1.26M	Hold	20,852	–	–	1.08%	26
2024 Q1	$1.3M	Buy	+20,852	New	+$1.23M	1.14%	23

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

Coordinated Financial Services's VO Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Mid-Cap ETF (VO) stake by 0.86% in Q1 2026, buying an estimated $13.7K and bringing the position to 21,648 shares worth $1.55M. The position accounts for 0.89% of the portfolio, ranked #23.

Coordinated Financial Services first reported a position in VO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Coordinated Financial Services held 21,648 shares of Vanguard Mid-Cap ETF worth $1.55M as of Q1 2026.
Coordinated Financial Services bought 184 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $13.7K.
Vanguard Mid-Cap ETF made up 0.89% of Coordinated Financial Services's portfolio in Q1 2026, its #23 holding.
Coordinated Financial Services first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Vanguard Mid-Cap ETF position peaked at $1.56M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.