Etesian Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Etesian Wealth Advisors’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	$1.29M	Sell	17,992 -596	-3%	-$44.3K	0.41%	56
2025 Q4	$1.35M	Sell	18,588 -20	-0.1%	-$1.46K	0.42%	58
2025 Q3	$1.37M	Sell	18,608 -2,496	-12%	-$179K	0.45%	56
2025 Q2	$1.48M	Sell	21,104 -240	-1%	-$15.8K	0.55%	50
2025 Q1	$1.38M	Sell	21,344 -404	-2%	-$27.1K	0.59%	52
2024 Q4	$1.44M	Sell	21,748 -1,288	-6%	-$87.4K	0.64%	47
2024 Q3	$1.52M	Buy	23,036 +10,188	+79%	+$640K	0.69%	42
2024 Q2	$778K	Hold	12,848	–	–	0.44%	70
2024 Q1	$803K	Sell	12,848 -972	-7%	-$57.4K	0.46%	66
2023 Q4	$808K	Hold	13,820	–	–	0.49%	66
2023 Q3	$719K	Hold	13,820	–	–	0.48%	68
2023 Q2	$761K	Hold	13,820	–	–	0.5%	66
2023 Q1	$729K	Sell	13,820 -4,000	-22%	-$213K	0.49%	68
2022 Q4	$908K	Buy	+17,820	New	+$908K	0.66%	52

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Etesian Wealth Advisors's VO Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.2% in Q1 2026, selling an estimated $44.3K and leaving 17,992 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #56.

Etesian Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Etesian Wealth Advisors held 17,992 shares of Vanguard Mid-Cap ETF worth $1.29M as of Q1 2026.
Etesian Wealth Advisors sold 596 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $44.3K.
Vanguard Mid-Cap ETF made up 0.41% of Etesian Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Etesian Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.52M in Q3 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.