EnRich Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

EnRich Financial Partners’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	$16.2M	Buy	225,468 +5,804	+3%	+$431K	4.29%	10
2025 Q4	$15.9M	Buy	219,664 +7,876	+4%	+$573K	4.34%	10
2025 Q3	$15.6M	Buy	211,788 +3,696	+2%	+$265K	4.43%	9
2025 Q2	$14.6M	Buy	208,092 +3,684	+2%	+$242K	4.47%	9
2025 Q1	$13.2M	Buy	204,408 +23,392	+13%	+$1.57M	4.44%	9
2024 Q4	$12M	Buy	181,016 +6,424	+4%	+$436K	3.98%	9
2024 Q3	$11.5M	Buy	174,592 +9,632	+6%	+$605K	3.85%	10
2024 Q2	$9.98M	Buy	164,960 +11,016	+7%	+$669K	3.66%	10
2024 Q1	$9.62M	Buy	153,944 +20,968	+16%	+$1.24M	3.6%	10
2023 Q4	$7.73M	Buy	+132,976	New	+$7.1M	3.23%	11

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return