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Financial & Tax Architects’s Vanguard Mid-Cap ETF VO Stock Holding History

Financial & Tax Architects’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
2025
Q3 		– Sell
-4,872
Closed -$341K – 121
2025
Q2 		$341K Buy
4,872
+1,192
+32% +$78.2K 0.08% 83
2025
Q1 		$238K Sell
3,680
-9,176
-71% -$616K 0.06% 99
2024
Q4 		$849K Buy
12,856
+9,736
+312% +$661K 0.22% 58
2024
Q3 		$206K Buy
+3,120
New +$196K 0.05% 95

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial & Tax Architects's VO Position: Q3 2025 in Review

Financial & Tax Architects sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 4,872 shares — an estimated $341K sold.

Financial & Tax Architects first reported a position in VO in Q3 2024 and held it in 4 quarters. The position peaked at $849K in Q4 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Financial & Tax Architects reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 4,872 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $341K.
  • Financial & Tax Architects first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and held it in 4 quarters.
  • Financial & Tax Architects's Vanguard Mid-Cap ETF position peaked at $849K in Q4 2024.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Financial & Tax Architects's 13F filing for Q3 2025, filed 5 Nov 2025.