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Elwood & Goetz Wealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$7.62M Sell
106,188
-2,080
-2% -$155K 1.29% 14
2025
Q4 		$7.86M Sell
108,268
-2,760
-2% -$201K 1.38% 14
2025
Q3 		$8.15M Sell
111,028
-1,692
-2% -$122K 1.57% 13
2025
Q2 		$7.89M Buy
112,720
+480
+0.4% +$31.5K 1.7% 12
2025
Q1 		$7.26M Buy
112,240
+2,064
+2% +$139K 1.77% 12
2024
Q4 		$7.28M Buy
110,176
+528
+0.5% +$35.8K 1.77% 11
2024
Q3 		$7.23M Buy
109,648
+2,176
+2% +$137K 1.79% 10
2024
Q2 		$6.5M Sell
107,472
-2,676
-2% -$163K 1.85% 10
2024
Q1 		$6.88M Buy
110,148
+1,432
+1% +$84.6K 1.67% 14
2023
Q4 		$6.32M Sell
108,716
-1,064
-1% -$56.8K 1.34% 17
2023
Q3 		$5.72M Buy
109,780
+16,332
+17% +$896K 1.33% 17
2023
Q2 		$5.14M Sell
93,448
-664
-0.7% -$34.8K 1.17% 16
2023
Q1 		$4.96M Sell
94,112
-6,920
-7% -$368K 1.18% 17
2022
Q4 		$5.15M Sell
101,032
-9,668
-9% -$492K 1.57% 16
2022
Q3 		$5.2M Buy
110,700
+12,068
+12% +$631K 1.76% 16
2022
Q2 		$4.86M Buy
98,632
+51,564
+110% +$2.79M 1.62% 19
2022
Q1 		$2.8M Buy
47,068
+3,304
+8% +$194K 0.87% 17
2021
Q4 		$2.79M Sell
43,764
-344
-0.8% -$21.6K 0.87% 16
2021
Q3 		$2.61M Sell
44,108
-1,552
-3% -$93.8K 0.9% 16
2021
Q2 		$2.71M Sell
45,660
-3,076
-6% -$178K 1.02% 14
2021
Q1 		$2.7M Sell
48,736
-884
-2% -$48K 1.12% 14
2020
Q4 		$2.56M Sell
49,620
-1,628
-3% -$78.8K 1.17% 14
2020
Q3 		$2.26M Buy
51,248
+540
+1% +$23.5K 1.22% 13
2020
Q2 		$2.08M Buy
50,708
+7,876
+18% +$302K 1.27% 13
2020
Q1 		$1.41M Buy
42,832
+11,868
+38% +$491K 1.05% 13
2019
Q4 		$1.38M Sell
30,964
-780
-2% -$33.5K 0.99% 14
2019
Q3 		$1.33M Sell
31,744
-292
-0.9% -$12.2K 1.05% 14
2019
Q2 		$1.34M Sell
32,036
-1,872
-6% -$76.6K 1.15% 14
2019
Q1 		$1.36M Sell
33,908
-1,140
-3% -$43.8K 1.25% 14
2018
Q4 		$1.21M Buy
+35,048
New +$1.32M 1.28% 13

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

Elwood & Goetz Wealth Advisory Group's VO Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q1 2026, selling an estimated $155K and leaving 106,188 shares worth $7.62M. The position accounts for 1.29% of the portfolio, ranked #14.

Elwood & Goetz Wealth Advisory Group first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.15M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 106,188 shares of Vanguard Mid-Cap ETF worth $7.62M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 2,080 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $155K.
  • Vanguard Mid-Cap ETF made up 1.29% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Vanguard Mid-Cap ETF position peaked at $8.15M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.