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

DHJJ 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	$530K	Buy	7,384 +1,952	+36%	+$145K	0.18%	98
2025 Q4	$394K	Buy	5,432 +2,152	+66%	+$157K	0.13%	121
2025 Q3	$241K	Sell	3,280 -48	-1%	-$3.45K	0.08%	160
2025 Q2	$233K	Buy	3,328 +196	+6%	+$12.9K	0.08%	158
2025 Q1	$203K	Buy	3,132 +56	+2%	+$3.76K	0.08%	159
2024 Q4	$203K	Sell	3,076 -40	-1%	-$2.72K	0.08%	155
2024 Q3	$206K	Hold	3,116	–	–	0.08%	148
2024 Q2	$189K	Hold	3,116	–	–	0.08%	147
2024 Q1	$195K	Hold	3,116	–	–	0.09%	141
2023 Q4	$181K	Buy	3,116 +12	+0.4%	+$641	0.08%	143
2023 Q3	$162K	Buy	+3,104	New	+$170K	0.08%	142

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

DHJJ Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 36% in Q1 2026, buying an estimated $145K and bringing the position to 7,384 shares worth $530K. The position accounts for 0.18% of the portfolio, ranked #98.

DHJJ Financial Advisors first reported a position in VO in Q3 2023 and has held it in 11 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

DHJJ Financial Advisors held 7,384 shares of Vanguard Mid-Cap ETF worth $530K as of Q1 2026.
DHJJ Financial Advisors bought 1,952 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $145K.
Vanguard Mid-Cap ETF made up 0.18% of DHJJ Financial Advisors's portfolio in Q1 2026, its #98 holding.
DHJJ Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.