Corundum Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Corundum Group’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	$238K	Sell	3,320 -240	-7%	-$17.8K	0.08%	95
2025 Q4	$258K	Hold	3,560	–	–	0.09%	97
2025 Q3	$261K	Hold	3,560	–	–	0.11%	89
2025 Q2	$249K	Hold	3,560	–	–	0.11%	90
2025 Q1	$230K	Hold	3,560	–	–	0.11%	93
2024 Q4	$235K	Hold	3,560	–	–	0.09%	92
2024 Q3	$235K	Hold	3,560	–	–	0.11%	93
2024 Q2	$215K	Hold	3,560	–	–	0.08%	96
2024 Q1	$222K	Hold	3,560	–	–	0.11%	93
2023 Q4	$207K	Buy	+3,560	New	+$190K	0.1%	97
2023 Q3	–	Sell	-4,768	Closed	-$262K	–	109
2023 Q2	$262K	Hold	4,768	–	–	0.13%	100
2023 Q1	$251K	Hold	4,768	–	–	0.12%	92
2022 Q4	$243K	Hold	4,768	–	–	0.14%	93
2022 Q3	$224K	Hold	4,768	–	–	0.14%	99
2022 Q2	$235K	Hold	4,768	–	–	0.16%	87
2022 Q1	$284K	Hold	4,768	–	–	0.26%	87
2021 Q4	$304K	Hold	4,768	–	–	0.2%	83
2021 Q3	$282K	Hold	4,768	–	–	0.21%	81
2021 Q2	$283K	Hold	4,768	–	–	0.19%	82
2021 Q1	$264K	Sell	4,768 -1,312	-22%	-$71.2K	0.21%	78
2020 Q4	$314K	Hold	6,080	–	–	0.26%	58
2020 Q3	$268K	Buy	+6,080	New	+$265K	0.26%	58

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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