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Darwin Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Darwin Wealth Management’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 		– Sell
-492
Closed -$35.7K – 699
2025
Q4 		$35.7K Buy
+492
New +$35.8K 0.01% 244
2020
Q2 		– Sell
-488
Closed -$16K – 774
2020
Q1 		$16K Buy
+488
New +$20.2K 0.01% 394

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

Darwin Wealth Management's VO Position: Q1 2026 in Review

Darwin Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2026, closing a stake of 492 shares — an estimated $35.7K sold.

Darwin Wealth Management first reported a position in VO in Q1 2020 and held it in 2 quarters. The position peaked at $35.7K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Darwin Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 492 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $35.7K.
  • Darwin Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and held it in 2 quarters.
  • Darwin Wealth Management's Vanguard Mid-Cap ETF position peaked at $35.7K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.