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Diversified Portfolios Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Diversified Portfolios Inc’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 		$784K Buy
10,924
+844
+8% +$62.7K 0.06% 105
2025
Q4 		$731K Buy
10,080
+432
+4% +$31.4K 0.06% 109
2025
Q3 		$709K Buy
9,648
+188
+2% +$13.5K 0.06% 104
2025
Q2 		$662K Buy
9,460
+740
+8% +$48.6K 0.06% 102
2025
Q1 		$564K Buy
8,720
+140
+2% +$9.39K 0.06% 101
2024
Q4 		$567K Sell
8,580
-96
-1% -$6.52K 0.06% 105
2024
Q3 		$572K Sell
8,676
-400
-4% -$25.1K 0.06% 101
2024
Q2 		$549K Hold
9,076
– – 0.07% 100
2024
Q1 		$567K Sell
9,076
-264
-3% -$15.6K 0.08% 93
2023
Q4 		$543K Sell
9,340
-160
-2% -$8.55K 0.09% 88
2023
Q3 		$495K Sell
9,500
-240
-2% -$13.2K 0.09% 83
2023
Q2 		$536K Sell
9,740
-552
-5% -$28.9K 0.11% 83
2023
Q1 		$543K Sell
10,292
-788
-7% -$41.9K 0.12% 83
2022
Q4 		$565K Buy
11,080
+5,584
+102% +$284K 0.13% 82
2022
Q3 		$258K Sell
5,496
-256
-4% -$13.4K 0.07% 117
2022
Q2 		$283K Sell
5,752
-480
-8% -$25.9K 0.08% 101
2022
Q1 		$371K Buy
+6,232
New +$366K 0.09% 103

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

Diversified Portfolios Inc's VO Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Vanguard Mid-Cap ETF (VO) stake by 8.4% in Q1 2026, buying an estimated $62.7K and bringing the position to 10,924 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #105.

Diversified Portfolios Inc first reported a position in VO in Q1 2022 and has held it in 17 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Diversified Portfolios Inc held 10,924 shares of Vanguard Mid-Cap ETF worth $784K as of Q1 2026.
  • Diversified Portfolios Inc bought 844 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $62.7K.
  • Vanguard Mid-Cap ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q1 2026, its #105 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.