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

EPG Wealth Management’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 		$423K Hold
5,892
– – 0.11% 150
2025
Q4 		$427K Sell
5,892
-12
-0.2% -$873 0.12% 149
2025
Q3 		$434K Buy
5,904
+316
+6% +$22.7K 0.12% 151
2025
Q2 		$391K Hold
5,588
– – 0.12% 150
2025
Q1 		$361K Hold
5,588
– – 0.1% 181
2024
Q4 		$369K Hold
5,588
– – 0.1% 178
2024
Q3 		$369K Buy
+5,588
New +$351K 0.09% 183
2024
Q2 		– Sell
-5,400
Closed -$328K – 197
2024
Q1 		$337K Buy
5,400
+372
+7% +$22K 0.08% 202
2023
Q4 		$291K Sell
5,028
-840
-14% -$44.9K 0.08% 208
2023
Q3 		$305K Buy
5,868
+8
+0.1% +$439 0.09% 190
2023
Q2 		$322K Sell
5,860
-212
-3% -$11.1K 0.1% 186
2023
Q1 		$320K Buy
6,072
+232
+4% +$12.3K 0.1% 179
2022
Q4 		$298K Buy
5,840
+280
+5% +$14.3K 0.11% 165
2022
Q3 		$261K Sell
5,560
-64
-1% -$3.35K 0.11% 171
2022
Q2 		$277K Sell
5,624
-492
-8% -$26.6K 0.12% 165
2022
Q1 		$364K Buy
6,116
+4
+0.1% +$235 0.13% 150
2021
Q4 		$389K Hold
6,112
– – 0.14% 139
2021
Q3 		$362K Hold
6,112
– – 0.15% 139
2021
Q2 		$363K Hold
6,112
– – 0.15% 137
2021
Q1 		$338K Buy
+6,112
New +$332K 0.16% 131
2020
Q2 		– Sell
-1,464
Closed -$48K – 753
2020
Q1 		$48K Sell
1,464
-876
-37% -$36.3K 0.04% 287
2019
Q4 		$104K Buy
+2,340
New +$100K 0.08% 150

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

EPG Wealth Management's VO Position: Q1 2026 in Review

EPG Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 5,892 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #150.

EPG Wealth Management first reported a position in VO in Q4 2019 and has held it in 22 quarters since. The position peaked at $434K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • EPG Wealth Management held 5,892 shares of Vanguard Mid-Cap ETF worth $423K as of Q1 2026.
  • EPG Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.11% of EPG Wealth Management's portfolio in Q1 2026, its #150 holding.
  • EPG Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's Vanguard Mid-Cap ETF position peaked at $434K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.