EC
VO icon

EdgeRock Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

EdgeRock Capital’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 		$569K Sell
7,932
-252
-3% -$18.7K 0.15% 62
2025
Q4 		$594K Buy
8,184
+252
+3% +$18.3K 0.16% 62
2025
Q3 		$582K Buy
+7,932
New +$570K 0.16% 64
2022
Q4 		– Sell
-928
Closed -$44K – 379
2022
Q3 		$44K Buy
+928
New +$48.5K 0.03% 109

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

EdgeRock Capital's VO Position: Q1 2026 in Review

EdgeRock Capital reduced its Vanguard Mid-Cap ETF (VO) stake by 3.1% in Q1 2026, selling an estimated $18.7K and leaving 7,932 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #62.

EdgeRock Capital first reported a position in VO in Q3 2022 and has held it in 4 quarters since. The position peaked at $594K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • EdgeRock Capital held 7,932 shares of Vanguard Mid-Cap ETF worth $569K as of Q1 2026.
  • EdgeRock Capital sold 252 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $18.7K.
  • Vanguard Mid-Cap ETF made up 0.15% of EdgeRock Capital's portfolio in Q1 2026, its #62 holding.
  • EdgeRock Capital first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 4 quarters since.
  • EdgeRock Capital's Vanguard Mid-Cap ETF position peaked at $594K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.