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Delta Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Delta Financial Advisors’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 		$1.18M Sell
16,476
-20
-0.1% -$1.49K 0.31% 85
2025
Q4 		$1.2M Buy
16,496
+144
+0.9% +$10.5K 0.31% 85
2025
Q3 		$1.2M Buy
16,352
+120
+0.7% +$8.62K 0.34% 76
2025
Q2 		$1.14M Sell
16,232
-160
-1% -$10.5K 0.4% 66
2025
Q1 		$1.06M Buy
16,392
+28
+0.2% +$1.88K 0.4% 70
2024
Q4 		$1.08M Sell
16,364
-304
-2% -$20.6K 0.4% 66
2024
Q3 		$1.1M Buy
16,668
+36
+0.2% +$2.26K 0.4% 72
2024
Q2 		$1.01M Hold
16,632
– – 0.39% 69
2024
Q1 		$1.04M Buy
16,632
+20
+0.1% +$1.18K 0.41% 71
2023
Q4 		$966K Sell
16,612
-432
-3% -$23.1K 0.42% 70
2023
Q3 		$887K Sell
17,044
-148
-0.9% -$8.12K 0.4% 74
2023
Q2 		$946K Buy
17,192
+24
+0.1% +$1.26K 0.42% 72
2023
Q1 		$905K Buy
17,168
+20
+0.1% +$1.06K 0.44% 72
2022
Q4 		$874K Buy
17,148
+28
+0.2% +$1.43K 0.42% 74
2022
Q3 		$805K Buy
17,120
+24
+0.1% +$1.25K 0.43% 76
2022
Q2 		$842K Buy
17,096
+16
+0.1% +$864 0.42% 77
2022
Q1 		$1.02M Buy
17,080
+16
+0.1% +$939 0.43% 71
2021
Q4 		$1.09M Buy
17,064
+20
+0.1% +$1.25K 0.44% 69
2021
Q3 		$1.01M Buy
17,044
+340
+2% +$20.5K 0.45% 72
2021
Q2 		$991K Buy
16,704
+176
+1% +$10.2K 0.44% 72
2021
Q1 		$915K Buy
16,528
+16
+0.1% +$868 0.43% 74
2020
Q4 		$854K Buy
16,512
+48
+0.3% +$2.32K 0.43% 77
2020
Q3 		$726K Sell
16,464
-36
-0.2% -$1.57K 0.4% 79
2020
Q2 		$676K Sell
16,500
-164
-1% -$6.28K 0.4% 76
2020
Q1 		$549K Sell
16,664
-7,900
-32% -$327K 0.38% 78
2019
Q4 		$1.09M Buy
24,564
+4
+0% +$172 0.43% 70
2019
Q3 		$1.03M Buy
24,560
+1,692
+7% +$70.7K 0.42% 79
2019
Q2 		$956K Buy
+22,868
New +$936K 0.39% 82

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

Delta Financial Advisors's VO Position: Q1 2026 in Review

Delta Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.12% in Q1 2026, selling an estimated $1.49K and leaving 16,476 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #85.

Delta Financial Advisors first reported a position in VO in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.2M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Delta Financial Advisors held 16,476 shares of Vanguard Mid-Cap ETF worth $1.18M as of Q1 2026.
  • Delta Financial Advisors sold 20 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.49K.
  • Vanguard Mid-Cap ETF made up 0.31% of Delta Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Delta Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Vanguard Mid-Cap ETF position peaked at $1.2M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.