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

Element Wealth’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 		$302K Hold
4,204
– – 0.12% 162
2025
Q4 		$305K Buy
4,204
+4
+0.1% +$291 0.13% 153
2025
Q3 		$309K Buy
4,200
+4
+0.1% +$287 0.13% 142
2025
Q2 		$294K Hold
4,196
– – 0.14% 129
2025
Q1 		$271K Buy
4,196
+4
+0.1% +$268 0.15% 125
2024
Q4 		$277K Buy
4,192
+4
+0.1% +$272 0.14% 119
2024
Q3 		$276K Sell
4,188
-24
-0.6% -$1.51K 0.15% 117
2024
Q2 		$255K Sell
4,212
-820
-16% -$49.8K 0.14% 119
2024
Q1 		$314K Buy
5,032
+4
+0.1% +$236 0.18% 100
2023
Q4 		$292K Buy
5,028
+4
+0.1% +$214 0.18% 99
2023
Q3 		$262K Buy
5,024
+4
+0.1% +$219 0.19% 99
2023
Q2 		$276K Buy
5,020
+4
+0.1% +$210 0.19% 93
2023
Q1 		$265K Sell
5,016
-204
-4% -$10.9K 0.2% 93
2022
Q4 		$266K Buy
5,220
+204
+4% +$10.4K 0.22% 90
2022
Q3 		$236K Buy
5,016
+8
+0.2% +$418 0.22% 83
2022
Q2 		$247K Hold
5,008
– – 0.25% 84
2022
Q1 		$298K Sell
5,008
-56
-1% -$3.29K 0.24% 81
2021
Q4 		$323K Buy
5,064
+1,100
+28% +$69K 0.24% 72
2021
Q3 		$235K Hold
3,964
– – 0.19% 88
2021
Q2 		$235K Buy
3,964
+4
+0.1% +$232 0.18% 87
2021
Q1 		$219K Hold
3,960
– – 0.18% 87
2020
Q4 		$205K Hold
3,960
– – 0.19% 86
2020
Q3 		$174K Hold
3,960
– – 0.19% 87
2020
Q2 		$162K Buy
3,960
+800
+25% +$30.6K 0.19% 83
2020
Q1 		$104K Sell
3,160
-172
-5% -$7.12K 0.14% 84
2019
Q4 		$148K Buy
+3,332
New +$143K 0.15% 75

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

Element Wealth's VO Position: Q1 2026 in Review

Element Wealth held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 4,204 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #162.

Element Wealth first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $323K in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Element Wealth held 4,204 shares of Vanguard Mid-Cap ETF worth $302K as of Q1 2026.
  • Element Wealth left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.12% of Element Wealth's portfolio in Q1 2026, its #162 holding.
  • Element Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Vanguard Mid-Cap ETF position peaked at $323K in Q4 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.