EI
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Ellevest Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Ellevest Inc’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 		$7.99M Buy
111,224
+2,564
+2% +$191K 1.11% 17
2025
Q4 		$7.88M Buy
108,660
+3,840
+4% +$279K 1.09% 18
2025
Q3 		$7.7M Buy
104,820
+6,216
+6% +$446K 1.1% 18
2025
Q2 		$6.9M Sell
98,604
-389,672
-80% -$25.6M 1.1% 17
2025
Q1 		$31.6M Sell
488,276
-74,140
-13% -$4.98M 2.1% 10
2024
Q4 		$37.2M Sell
562,416
-10,700
-2% -$726K 2.15% 11
2024
Q3 		$37.8M Buy
573,116
+15,516
+3% +$974K 2.09% 11
2024
Q2 		$33.7M Buy
557,600
+17,336
+3% +$1.05M 2.02% 11
2024
Q1 		$33.7M Buy
540,264
+13,056
+2% +$772K 2.09% 11
2023
Q4 		$30.7M Buy
527,208
+16,520
+3% +$883K 2.09% 10
2023
Q3 		$26.6M Buy
510,688
+6,580
+1% +$361K 2.04% 11
2023
Q2 		$27.7M Buy
504,108
+18,656
+4% +$978K 2.09% 11
2023
Q1 		$25.6M Buy
485,452
+8,488
+2% +$452K 1.99% 11
2022
Q4 		$24.3M Buy
476,964
+14,392
+3% +$733K 2.05% 11
2022
Q3 		$21.7M Buy
462,572
+23,360
+5% +$1.22M 2.06% 11
2022
Q2 		$21.6M Buy
439,212
+22,720
+5% +$1.23M 2.03% 11
2022
Q1 		$25M Sell
416,492
-39,968
-9% -$2.34M 2.11% 11
2021
Q4 		$24.4M Buy
456,460
+90,732
+25% +$5.69M 2.17% 10
2021
Q3 		$21.6M Buy
365,728
+23,636
+7% +$1.43M 2.11% 11
2021
Q2 		$20.3M Buy
342,092
+34,396
+11% +$1.99M 2.02% 11
2021
Q1 		$17M Buy
307,696
+31,476
+11% +$1.71M 2.05% 12
2020
Q4 		$14.3M Buy
276,220
+16,572
+6% +$802K 2.09% 11
2020
Q3 		$11.4M Buy
259,648
+23,232
+10% +$1.01M 2.05% 11
2020
Q2 		$9.69M Buy
236,416
+8,836
+4% +$338K 2.07% 11
2020
Q1 		$7.49M Buy
227,580
+47,368
+26% +$1.96M 2.07% 10
2019
Q4 		$8.03M Buy
180,212
+23,380
+15% +$1M 2.23% 11
2019
Q3 		$6.57M Sell
156,832
-107,412
-41% -$4.49M 2.3% 10
2019
Q2 		$5.75M Buy
264,244
+232
+0.1% +$9.49K 2.28% 10
2019
Q1 		$6.74M Buy
264,012
+126,716
+92% +$4.87M 3.21% 8
2018
Q4 		$4.7M Buy
+137,296
New +$5.15M 2.39% 8

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

Ellevest Inc's VO Position: Q1 2026 in Review

Ellevest Inc increased its Vanguard Mid-Cap ETF (VO) stake by 2.4% in Q1 2026, buying an estimated $191K and bringing the position to 111,224 shares worth $7.99M. The position accounts for 1.11% of the portfolio, ranked #17.

Ellevest Inc first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $37.8M in Q3 2024. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Ellevest Inc held 111,224 shares of Vanguard Mid-Cap ETF worth $7.99M as of Q1 2026.
  • Ellevest Inc bought 2,564 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $191K.
  • Vanguard Mid-Cap ETF made up 1.11% of Ellevest Inc's portfolio in Q1 2026, its #17 holding.
  • Ellevest Inc first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's Vanguard Mid-Cap ETF position peaked at $37.8M in Q3 2024.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.