CAG
VO icon

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

Csenge Advisory 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
2025
Q3 		– Sell
-3,712
Closed -$251K – 780
2025
Q2 		$251K Buy
3,712
+56
+2% +$3.68K 0.01% 596
2025
Q1 		$225K Sell
3,656
-1,208
-25% -$81.1K 0.01% 608
2024
Q4 		$321K Sell
4,864
-208
-4% -$14.1K 0.02% 544
2024
Q3 		$338K Sell
5,072
-196
-4% -$12.3K 0.02% 528
2024
Q2 		$319K Buy
5,268
+16
+0.3% +$972 0.02% 512
2024
Q1 		$328K Buy
5,252
+1,076
+26% +$63.6K 0.02% 526
2023
Q4 		$243K Buy
+4,176
New +$223K 0.02% 577
2023
Q3 		– Sell
-3,652
Closed -$201K – 706
2023
Q2 		$201K Buy
+3,652
New +$191K 0.01% 614
2022
Q3 		– Sell
-4,068
Closed -$200K – 651
2022
Q2 		$200K Hold
4,068
– – 0.02% 541
2022
Q1 		$242K Buy
4,068
+380
+10% +$22.3K 0.02% 555
2021
Q4 		$220K Hold
3,688
– – 0.02% 509
2021
Q3 		$221K Hold
3,688
– – 0.02% 533
2021
Q2 		$220K Buy
+3,688
New +$214K 0.02% 512

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Csenge Advisory Group's VO Position: Q3 2025 in Review

Csenge Advisory Group sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 3,712 shares — an estimated $251K sold.

Csenge Advisory Group first reported a position in VO in Q2 2021 and held it in 13 quarters. The position peaked at $338K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Csenge Advisory Group reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 3,712 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $251K.
  • Csenge Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 13 quarters.
  • Csenge Advisory Group's Vanguard Mid-Cap ETF position peaked at $338K in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.