EBA
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Eagle Bay Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Eagle Bay 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 		$732K Buy
10,156
+4
+0% +$297 0.65% 35
2025
Q4 		$737K Buy
10,152
+8
+0.1% +$582 0.54% 35
2025
Q3 		$748K Buy
10,144
+8
+0.1% +$575 0.59% 37
2025
Q2 		$712K Buy
10,136
+356
+4% +$23.4K 0.59% 36
2025
Q1 		$632K Hold
9,780
– – 0.54% 39
2024
Q4 		$646K Hold
9,780
– – 0.41% 45
2024
Q3 		$645K Hold
9,780
– – 0.25% 76
2024
Q2 		$594K Hold
9,780
– – 0.36% 47
2024
Q1 		$611K Buy
9,780
+9,744
+27,067% +$576K 0.39% 47
2023
Q4 		$2.09K Sell
36
-1,252
-97% -$66.9K ﹤0.01% 738
2023
Q3 		$67.1K Sell
1,288
-128
-9% -$7.02K 0.03% 343
2023
Q2 		$77.9K Sell
1,416
-1,168
-45% -$61.2K 0.04% 275
2023
Q1 		$136K Sell
2,584
-908
-26% -$48.3K 0.07% 176
2022
Q4 		$178K Buy
3,492
+2,272
+186% +$116K 0.1% 147
2022
Q3 		$57K Hold
1,220
– – 0.04% 318
2022
Q2 		$60.1K Buy
+1,220
New +$65.9K 0.04% 320

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

Eagle Bay Advisors's VO Position: Q1 2026 in Review

Eagle Bay Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.04% in Q1 2026, buying an estimated $297 and bringing the position to 10,156 shares worth $732K. The position accounts for 0.65% of the portfolio, ranked #35.

Eagle Bay Advisors first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $748K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Eagle Bay Advisors held 10,156 shares of Vanguard Mid-Cap ETF worth $732K as of Q1 2026.
  • Eagle Bay Advisors bought 4 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $297.
  • Vanguard Mid-Cap ETF made up 0.65% of Eagle Bay Advisors's portfolio in Q1 2026, its #35 holding.
  • Eagle Bay Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Eagle Bay Advisors's Vanguard Mid-Cap ETF position peaked at $748K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.