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

Family 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	$135K	Hold	1,876	–	–	0.02%	263
2025 Q4	$136K	Hold	1,876	–	–	0.02%	244
2025 Q3	$138K	Hold	1,876	–	–	0.02%	224
2025 Q2	$131K	Sell	1,876 -932	-33%	-$61.2K	0.02%	195
2025 Q1	$182K	Sell	2,808 -120	-4%	-$8.05K	0.03%	178
2024 Q4	$193K	Sell	2,928 -2,520	-46%	-$171K	0.03%	162
2024 Q3	$359K	Sell	5,448 -14,344	-72%	-$901K	0.06%	125
2024 Q2	$1.2M	Sell	19,792 -436	-2%	-$26.5K	0.21%	72
2024 Q1	$1.26M	Sell	20,228 -26,040	-56%	-$1.54M	0.23%	70
2023 Q4	$2.69M	Buy	46,268 +6,244	+16%	+$334K	0.56%	43
2023 Q3	$2.08M	Buy	40,024 +28	+0.1%	+$1.54K	0.48%	47
2023 Q2	$2.2M	Buy	+39,996	New	+$2.1M	0.48%	44
2021 Q1	–	Sell	-208	Closed	-$11K	–	187
2020 Q4	$11K	Buy	+208	New	+$10.1K	﹤0.01%	170
2020 Q2	–	Sell	-1,436	Closed	-$47K	–	177
2020 Q1	$47K	Sell	1,436 -1,496	-51%	-$61.9K	0.02%	148
2019 Q4	$131K	Hold	2,932	–	–	0.05%	160
2019 Q3	$123K	Sell	2,932 -148	-5%	-$6.18K	0.05%	144
2019 Q2	$129K	Buy	+3,080	New	+$126K	0.05%	138

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