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

Elevation Capital Advisory’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
Q2 		– Sell
-3,652
Closed -$236K – 82
2025
Q1 		$236K Buy
+3,652
New +$245K 0.1% 55

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Creative Planning
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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elevation Capital Advisory's VO Position: Q2 2025 in Review

Elevation Capital Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 3,652 shares — an estimated $236K sold.

Elevation Capital Advisory first reported a position in VO in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Elevation Capital Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 3,652 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $236K.
  • Elevation Capital Advisory first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Elevation Capital Advisory's Vanguard Mid-Cap ETF position peaked at $236K in Q1 2025.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Elevation Capital Advisory's 13F filing for Q2 2025, filed 29 Jul 2025.