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Denver PWM’s Vanguard Mid-Cap ETF VO Stock Holding History

Denver PWM’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
2025
Q1 		– Sell
-1,660
Closed -$110K – 219
2024
Q4 		$110K Hold
1,660
– – 0.04% 69
2024
Q3 		$109K Hold
1,660
– – 0.04% 76
2024
Q2 		$100K Buy
+1,660
New +$101K 0.04% 84

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Denver PWM's VO Position: Q1 2025 in Review

Denver PWM sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 1,660 shares — an estimated $110K sold.

Denver PWM first reported a position in VO in Q2 2024 and held it in 3 quarters. The position peaked at $110K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Denver PWM reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Denver PWM sold 1,660 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $110K.
  • Denver PWM first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Denver PWM's Vanguard Mid-Cap ETF position peaked at $110K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.