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

Defined 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 		$2.37M Buy
33,052
+188
+0.6% +$14K 1.39% 22
2025
Q4 		$2.38M Sell
32,864
-508
-2% -$37K 1.37% 23
2025
Q3 		$2.45M Sell
33,372
-236
-0.7% -$16.9K 1.42% 23
2025
Q2 		$2.35M Sell
33,608
-68
-0.2% -$4.46K 1.45% 23
2025
Q1 		$2.18M Sell
33,676
-772
-2% -$51.8K 1.46% 21
2024
Q4 		$2.27M Sell
34,448
-164
-0.5% -$11.1K 1.51% 21
2024
Q3 		$2.28M Buy
34,612
+148
+0.4% +$9.29K 1.48% 20
2024
Q2 		$2.09M Sell
34,464
-136
-0.4% -$8.27K 1.45% 21
2024
Q1 		$2.16M Sell
34,600
-48
-0.1% -$2.84K 1.55% 18
2023
Q4 		$2.02M Sell
34,648
-80
-0.2% -$4.27K 1.54% 20
2023
Q3 		$1.81M Buy
34,728
+720
+2% +$39.5K 1.54% 18
2023
Q2 		$1.87M Buy
34,008
+2,596
+8% +$136K 1.58% 19
2023
Q1 		$1.66M Buy
31,412
+856
+3% +$45.5K 1.55% 20
2022
Q4 		$1.56M Sell
30,556
-4,172
-12% -$213K 1.46% 18
2022
Q3 		$1.63M Buy
34,728
+1,044
+3% +$54.6K 1.78% 14
2022
Q2 		$1.66M Sell
33,684
-580
-2% -$31.3K 1.7% 15
2022
Q1 		$2.04M Sell
34,264
-9,752
-22% -$572K 1.79% 15
2021
Q4 		$2.8M Buy
44,016
+1,476
+3% +$92.5K 2.29% 12
2021
Q3 		$2.52M Hold
42,540
– – 2.23% 12
2021
Q2 		$2.52M Buy
42,540
+128
+0.3% +$7.42K 2.24% 13
2021
Q1 		$2.35M Buy
42,412
+9,504
+29% +$516K 2.22% 14
2020
Q4 		$1.7M Buy
+32,908
New +$1.59M 1.68% 16

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

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

Defined Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.57% in Q1 2026, buying an estimated $14K and bringing the position to 33,052 shares worth $2.37M. The position accounts for 1.39% of the portfolio, ranked #22.

Defined Wealth Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.8M in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Defined Wealth Management held 33,052 shares of Vanguard Mid-Cap ETF worth $2.37M as of Q1 2026.
  • Defined Wealth Management bought 188 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $14K.
  • Vanguard Mid-Cap ETF made up 1.39% of Defined Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Defined Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Defined Wealth Management's Vanguard Mid-Cap ETF position peaked at $2.8M in Q4 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.