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

Evolution 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
2025
Q3 		– Sell
-7,120
Closed -$498K – 181
2025
Q2 		$498K Buy
+7,120
New +$467K 0.07% 101
2019
Q3 		– Sell
-240
Closed -$10K – 590
2019
Q2 		$10K Hold
240
– – ﹤0.01% 177
2019
Q1 		$10K Sell
240
-3,980
-94% -$153K ﹤0.01% 95
2018
Q4 		$146K Buy
+4,220
New +$158K 0.07% 62

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evolution Wealth Advisors's VO Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 7,120 shares — an estimated $498K sold.

Evolution Wealth Advisors first reported a position in VO in Q4 2018 and held it in 4 quarters. The position peaked at $498K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Evolution Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 7,120 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $498K.
  • Evolution Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 4 quarters.
  • Evolution Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $498K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.