CANC
VO icon

Culbertson A N & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Culbertson A N & Co’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 		$6.82M Buy
94,928
+1,328
+1% +$98.7K 0.88% 36
2025
Q4 		$6.79M Sell
93,600
-208
-0.2% -$15.1K 0.93% 35
2025
Q3 		$6.89M Sell
93,808
-120
-0.1% -$8.62K 0.97% 32
2025
Q2 		$6.57M Sell
93,928
-200
-0.2% -$13.1K 1.01% 31
2025
Q1 		$6.09M Sell
94,128
-1,180
-1% -$79.2K 0.97% 32
2024
Q4 		$6.29M Buy
95,308
+28
+0% +$1.9K 1% 32
2024
Q3 		$6.28M Buy
95,280
+2,840
+3% +$178K 1.01% 30
2024
Q2 		$5.59M Sell
92,440
-1,480
-2% -$89.9K 0.98% 31
2024
Q1 		$5.87M Buy
93,920
+100
+0.1% +$5.91K 1.01% 32
2023
Q4 		$5.46M Buy
93,820
+880
+0.9% +$47K 1.01% 32
2023
Q3 		$4.84M Sell
92,940
-52
-0.1% -$2.85K 0.97% 34
2023
Q2 		$5.12M Sell
92,992
-516
-0.6% -$27.1K 0.99% 33
2023
Q1 		$4.93M Sell
93,508
-760
-0.8% -$40.4K 1.01% 34
2022
Q4 		$4.8M Sell
94,268
-2,000
-2% -$102K 1.01% 33
2022
Q3 		$4.52M Sell
96,268
-1,620
-2% -$84.7K 1.05% 32
2022
Q2 		$4.82M Buy
97,888
+20
+0% +$1.08K 1.05% 33
2022
Q1 		$5.82M Buy
97,868
+512
+0.5% +$30K 1.1% 32
2021
Q4 		$6.2M Sell
97,356
-5,864
-6% -$368K 1.17% 29
2021
Q3 		$6.11M Buy
103,220
+26,500
+35% +$1.6M 1.25% 29
2021
Q2 		$4.55M Buy
76,720
+4,608
+6% +$267K 0.95% 37
2021
Q1 		$3.99M Buy
72,112
+2,520
+4% +$137K 0.88% 43
2020
Q4 		$3.6M Buy
69,592
+4,920
+8% +$238K 0.86% 40
2020
Q3 		$2.85M Buy
64,672
+5,324
+9% +$232K 0.75% 46
2020
Q2 		$2.43M Buy
59,348
+740
+1% +$28.3K 0.67% 48
2020
Q1 		$1.93M Buy
58,608
+3,832
+7% +$159K 0.62% 52
2019
Q4 		$2.44M Buy
54,776
+4,944
+10% +$212K 0.63% 53
2019
Q3 		$2.09M Buy
49,832
+2,680
+6% +$112K 0.57% 56
2019
Q2 		$1.97M Buy
47,152
+508
+1% +$20.8K 0.55% 55
2019
Q1 		$1.88M Buy
46,644
+2,100
+5% +$80.8K 0.54% 56
2018
Q4 		$1.54M Sell
44,544
-460
-1% -$17.3K 0.49% 56
2018
Q3 		$1.85M Buy
45,004
+13,620
+43% +$556K 0.5% 57
2018
Q2 		$1.24M Buy
31,384
+1,920
+7% +$75.4K 0.37% 67
2018
Q1 		$1.14M Buy
29,464
+2,824
+11% +$111K 0.34% 70
2017
Q4 		$1.03M Buy
26,640
+320
+1% +$12.1K 0.29% 73
2017
Q3 		$967K Buy
26,320
+2,240
+9% +$80.8K 0.3% 73
2017
Q2 		$858K Buy
24,080
+2,580
+12% +$91.2K 0.27% 71
2017
Q1 		$748K Buy
21,500
+2,200
+11% +$75.6K 0.24% 75
2016
Q4 		$635K Sell
19,300
-72
-0.4% -$2.33K 0.22% 75
2016
Q3 		$627K Buy
19,372
+552
+3% +$17.7K 0.22% 74
2016
Q2 		$582K Buy
18,820
+11,296
+150% +$345K 0.22% 74
2016
Q1 		$228K Buy
+7,524
New +$213K 0.09% 77

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

Culbertson A N & Co's VO Position: Q1 2026 in Review

Culbertson A N & Co increased its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q1 2026, buying an estimated $98.7K and bringing the position to 94,928 shares worth $6.82M. The position accounts for 0.88% of the portfolio, ranked #36.

Culbertson A N & Co first reported a position in VO in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.89M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Culbertson A N & Co held 94,928 shares of Vanguard Mid-Cap ETF worth $6.82M as of Q1 2026.
  • Culbertson A N & Co bought 1,328 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $98.7K.
  • Vanguard Mid-Cap ETF made up 0.88% of Culbertson A N & Co's portfolio in Q1 2026, its #36 holding.
  • Culbertson A N & Co first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Culbertson A N & Co's Vanguard Mid-Cap ETF position peaked at $6.89M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.