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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$583K Buy
8,792
+968
+12% +$65K 0.13% 119
2024
Q4
$517K Buy
+7,824
New +$531K 0.12% 128
2024
Q2
Sell
-5,796
Closed -$362K 234
2024
Q1
$362K Buy
5,796
+484
+9% +$28.6K 0.11% 154
2023
Q4
$309K Buy
+5,312
New +$284K 0.1% 154

Other funds holding VO

Delta Financial Group's VO Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q1 2025, buying an estimated $65K and bringing the position to 8,792 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #119.

Delta Financial Group first reported a position in VO in Q4 2023 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Delta Financial Group held 8,792 shares of Vanguard Mid-Cap ETF worth $583K as of Q1 2025.
  • Delta Financial Group bought 968 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $65K.
  • Vanguard Mid-Cap ETF made up 0.13% of Delta Financial Group's portfolio in Q1 2025, its #119 holding.
  • Delta Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.