Echo Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Echo Wealth Management’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	$265K	Sell	3,696 -368	-9%	-$27.3K	0.15%	40
2025 Q4	$295K	Hold	4,064	–	–	0.17%	39
2025 Q3	$298K	Hold	4,064	–	–	0.17%	39
2025 Q2	$284K	Hold	4,064	–	–	0.17%	40
2025 Q1	$263K	Sell	4,064 -28	-0.7%	-$1.88K	0.18%	42
2024 Q4	$270K	Hold	4,092	–	–	0.19%	40
2024 Q3	$270K	Sell	4,092 -2,712	-40%	-$170K	0.19%	39
2024 Q2	$412K	Hold	6,804	–	–	0.31%	31
2024 Q1	$425K	Sell	6,804 -316	-4%	-$18.7K	0.35%	29
2023 Q4	$411K	Sell	7,120 -88	-1%	-$4.7K	0.38%	30
2023 Q3	$375K	Sell	7,208 -40	-0.6%	-$2.19K	0.4%	30
2023 Q2	$410K	Sell	7,248 -1,436	-17%	-$75.3K	0.44%	30
2023 Q1	$458K	Sell	8,684 -580	-6%	-$30.9K	0.51%	28
2022 Q4	$497K	Sell	9,264 -6,104	-40%	-$311K	0.53%	29
2022 Q3	$751K	Sell	15,368 -69,500	-82%	-$3.63M	0.99%	25
2022 Q2	$4.31M	Buy	84,868 +5,660	+7%	+$306K	5.77%	5
2022 Q1	$4.59M	Buy	79,208 +5,828	+8%	+$342K	5.4%	5
2021 Q4	$4.5M	Buy	73,380 +1,436	+2%	+$90K	5.13%	6
2021 Q3	$4.34M	Buy	71,944 +5,480	+8%	+$331K	5.15%	7
2021 Q2	$3.92M	Sell	66,464 -1,724	-3%	-$99.9K	5%	7
2021 Q1	$3.77M	Buy	68,188 +6,584	+11%	+$357K	4.75%	7
2020 Q4	$3.18M	Buy	+61,604	New	+$2.98M	4.16%	7

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

Echo Wealth Management's VO Position: Q1 2026 in Review

Echo Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 9.1% in Q1 2026, selling an estimated $27.3K and leaving 3,696 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #40.

Echo Wealth Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.59M in Q1 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Echo Wealth Management held 3,696 shares of Vanguard Mid-Cap ETF worth $265K as of Q1 2026.
Echo Wealth Management sold 368 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $27.3K.
Vanguard Mid-Cap ETF made up 0.15% of Echo Wealth Management's portfolio in Q1 2026, its #40 holding.
Echo Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Echo Wealth Management's Vanguard Mid-Cap ETF position peaked at $4.59M in Q1 2022.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.