Facet Wealth Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Facet Wealth Inc’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	$25.4M	Buy	353,884 +27,388	+8%	+$2.03M	0.44%	33
2025 Q4	$24.4M	Sell	326,496 -21,812	-6%	-$1.59M	0.43%	33
2025 Q3	$25.6M	Sell	348,308 -4,932	-1%	-$354K	0.53%	30
2025 Q2	$25.3M	Sell	353,240 -6,600	-2%	-$433K	0.57%	28
2025 Q1	$23.4M	Buy	359,840 +350,508	+3,756%	+$23.5M	0.61%	28
2024 Q4	$645K	Buy	9,332 +2,732	+41%	+$185K	0.02%	80
2024 Q3	$433K	Buy	6,600 +2,032	+44%	+$128K	0.01%	96
2024 Q2	$286K	Buy	4,568 +720	+19%	+$43.8K	0.01%	110
2024 Q1	$234K	Sell	3,848 -400	-9%	-$23.6K	0.01%	108
2023 Q4	$246K	Buy	+4,248	New	+$227K	0.01%	100
2023 Q3	–	Sell	-4,624	Closed	-$260K	–	100
2023 Q2	$260K	Buy	+4,624	New	+$242K	0.01%	81

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