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

Edge 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
2025 Q4	$420K	Buy	5,792 +40	+0.7%	+$2.91K	0.18%	98
2025 Q3	$423K	Buy	5,752 +32	+0.6%	+$2.3K	0.19%	94
2025 Q2	$400K	Sell	5,720 -476	-8%	-$31.2K	0.21%	78
2025 Q1	$401K	Buy	6,196 +604	+11%	+$40.5K	0.25%	63
2024 Q4	$369K	Sell	5,592 -24	-0.4%	-$1.63K	0.33%	62
2024 Q3	$370K	Sell	5,616 -8	-0.1%	-$502	0.33%	64
2024 Q2	$341K	Sell	5,624 -4	-0.1%	-$243	0.35%	65
2024 Q1	$351K	Buy	+5,628	New	+$333K	0.31%	86

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edge Financial Advisors's VO Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.7% in Q4 2025, buying an estimated $2.91K and bringing the position to 5,792 shares worth $420K. The position accounts for 0.18% of the portfolio, ranked #98.

Edge Financial Advisors first reported a position in VO in Q1 2024 and has held it in 8 quarters since. The position peaked at $423K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Edge Financial Advisors held 5,792 shares of Vanguard Mid-Cap ETF worth $420K as of Q4 2025.
Edge Financial Advisors bought 40 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $2.91K.
Vanguard Mid-Cap ETF made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #98 holding.
Edge Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Vanguard Mid-Cap ETF position peaked at $423K in Q3 2025.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.