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FinDec Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History

FinDec Wealth Services’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 		$4.16M Sell
57,904
-7,516
-11% -$558K 5.08% 7
2025
Q4 		$4.75M Sell
65,420
-2,600
-4% -$189K 5.09% 7
2025
Q3 		$5M Sell
68,020
-2,324
-3% -$167K 5.17% 7
2025
Q2 		$4.92M Sell
70,344
-7,312
-9% -$480K 5.15% 7
2025
Q1 		$5.02M Buy
77,656
+15,540
+25% +$1.04M 4.96% 6
2024
Q4 		$4.1M Sell
62,116
-14,408
-19% -$978K 2.85% 15
2024
Q3 		$5.05M Buy
76,524
+1,048
+1% +$65.8K 2.93% 14
2024
Q2 		$4.57M Sell
75,476
-2,204
-3% -$134K 2.88% 14
2024
Q1 		$4.85M Sell
77,680
-976
-1% -$57.7K 3.05% 15
2023
Q4 		$4.57M Sell
78,656
-17,864
-19% -$954K 3.06% 16
2023
Q3 		$5.02M Buy
96,520
+276
+0.3% +$15.1K 3.63% 12
2023
Q2 		$5.3M Buy
96,244
+5,396
+6% +$283K 3.71% 11
2023
Q1 		$4.79M Buy
90,848
+1,980
+2% +$105K 3.62% 12
2022
Q4 		$4.53M Buy
+88,868
New +$4.53M 3.74% 11

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

FinDec Wealth Services's VO Position: Q1 2026 in Review

FinDec Wealth Services reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, selling an estimated $558K and leaving 57,904 shares worth $4.16M. The position accounts for 5.08% of the portfolio, ranked #7.

FinDec Wealth Services first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.3M in Q2 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • FinDec Wealth Services held 57,904 shares of Vanguard Mid-Cap ETF worth $4.16M as of Q1 2026.
  • FinDec Wealth Services sold 7,516 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $558K.
  • Vanguard Mid-Cap ETF made up 5.08% of FinDec Wealth Services's portfolio in Q1 2026, its #7 holding.
  • FinDec Wealth Services first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • FinDec Wealth Services's Vanguard Mid-Cap ETF position peaked at $5.3M in Q2 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.