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

Fiduciary Wealth Partners’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	$6.33M	Sell	88,204 -114,600	-57%	-$8.51M	4.14%	4
2025 Q4	$14.7M	Sell	202,804 -14,928	-7%	-$1.09M	6.03%	4
2025 Q3	$16M	Buy	217,732 +75,200	+53%	+$5.4M	6.71%	4
2025 Q2	$9.97M	Buy	142,532 +44,648	+46%	+$2.93M	9.39%	2
2025 Q1	$6.33M	Buy	+97,884	New	+$6.57M	5.47%	4
2017 Q3	$6.53M	Hold	177,636	–	–	8.71%	4
2017 Q2	$6.33M	Sell	177,636 -10,792	-6%	-$381K	7.74%	4
2017 Q1	$6.56M	Sell	188,428 -14,808	-7%	-$509K	6.65%	5
2016 Q4	$6.79M	Sell	203,236 -3,168	-2%	-$103K	6.86%	5
2016 Q3	$6.68M	Sell	206,404 -13,004	-6%	-$417K	6.68%	5
2016 Q2	$6.78M	Sell	219,408 -184	-0.1%	-$5.62K	7.22%	5
2016 Q1	$6.66M	Sell	219,592 -323,416	-60%	-$9.15M	6.99%	5
2015 Q4	$13.4M	Buy	+543,008	New	+$16.6M	11.71%	3

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 Wealth Partners's VO Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 57% in Q1 2026, selling an estimated $8.51M and leaving 88,204 shares worth $6.33M. The position accounts for 4.14% of the portfolio, ranked #4.

Fiduciary Wealth Partners first reported a position in VO in Q4 2015 and has held it in 13 quarters since. The position peaked at $16M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Fiduciary Wealth Partners held 88,204 shares of Vanguard Mid-Cap ETF worth $6.33M as of Q1 2026.
Fiduciary Wealth Partners sold 114,600 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.51M.
Vanguard Mid-Cap ETF made up 4.14% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #4 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 13 quarters since.
Fiduciary Wealth Partners's Vanguard Mid-Cap ETF position peaked at $16M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.