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

Fiduciary Family Office’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	$1.3M	Hold	18,112	–	–	0.37%	56
2025 Q4	$1.31M	Hold	18,112	–	–	0.38%	47
2025 Q3	$1.33M	Sell	18,112 -3,624	-17%	-$260K	0.38%	48
2025 Q2	$1.52M	Buy	21,736 +124	+0.6%	+$8.14K	0.5%	38
2025 Q1	$1.4M	Buy	+21,612	New	+$1.45M	0.46%	42
2024 Q4	–	Sell	-38,040	Closed	-$2.51M	–	249
2024 Q3	$2.51M	Hold	38,040	–	–	0.83%	16
2024 Q2	$2.3M	Hold	38,040	–	–	0.91%	17
2024 Q1	$2.38M	Hold	38,040	–	–	0.93%	17
2023 Q4	$2.21M	Buy	+38,040	New	+$2.03M	0.97%	13

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

Fiduciary Family Office's VO Position: Q1 2026 in Review

Fiduciary Family Office held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 18,112 shares worth $1.3M. The position accounts for 0.37% of the portfolio, ranked #56.

Fiduciary Family Office first reported a position in VO in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Fiduciary Family Office held 18,112 shares of Vanguard Mid-Cap ETF worth $1.3M as of Q1 2026.
Fiduciary Family Office left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.37% of Fiduciary Family Office's portfolio in Q1 2026, its #56 holding.
Fiduciary Family Office first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Vanguard Mid-Cap ETF position peaked at $2.51M in Q3 2024.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.