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

Fiduciary Group’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 		$252K Hold
3,512
– – 0.02% 275
2025
Q4 		$255K Sell
3,512
-1,032
-23% -$75.1K 0.02% 269
2025
Q3 		$334K Buy
+4,544
New +$326K 0.03% 242
2015
Q4 		– Sell
-53,720
Closed -$1.57M – 189
2015
Q3 		$1.57M Sell
53,720
-25,116
-32% -$783K 0.52% 61
2015
Q2 		$2.51M Buy
+78,836
New +$2.56M 0.79% 43

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fiduciary Group's VO Position: Q1 2026 in Review

Fiduciary Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,512 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #275.

Fiduciary Group first reported a position in VO in Q2 2015 and has held it in 5 quarters since. The position peaked at $2.51M in Q2 2015. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Fiduciary Group held 3,512 shares of Vanguard Mid-Cap ETF worth $252K as of Q1 2026.
  • Fiduciary Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #275 holding.
  • Fiduciary Group first reported a position in Vanguard Mid-Cap ETF in Q2 2015 and has held it in 5 quarters since.
  • Fiduciary Group's Vanguard Mid-Cap ETF position peaked at $2.51M in Q2 2015.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.