Florida Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Florida Financial Advisors’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	$926K	Buy	12,900 +1,260	+11%	+$93.6K	0.22%	114
2025 Q4	$834K	Buy	11,640 +40	+0.3%	+$2.91K	0.23%	110
2025 Q3	$852K	Sell	11,600 -644	-5%	-$46.2K	0.26%	102
2025 Q2	$857K	Sell	12,244 -2,096	-15%	-$138K	0.28%	81
2025 Q1	$927K	Buy	14,340 +388	+3%	+$26K	0.37%	58
2024 Q4	$921K	Buy	13,952 +1,972	+16%	+$134K	0.41%	53
2024 Q3	$790K	Sell	11,980 -3,056	-20%	-$192K	0.41%	52
2024 Q2	$910K	Sell	15,036 -80	-0.5%	-$4.86K	0.55%	36
2024 Q1	$944K	Sell	15,116 -1,732	-10%	-$102K	0.69%	26
2023 Q4	$980K	Buy	+16,848	New	+$900K	0.91%	20

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

Florida Financial Advisors's VO Position: Q1 2026 in Review

Florida Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $93.6K and bringing the position to 12,900 shares worth $926K. The position accounts for 0.22% of the portfolio, ranked #114.

Florida Financial Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $980K in Q4 2023. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Florida Financial Advisors held 12,900 shares of Vanguard Mid-Cap ETF worth $926K as of Q1 2026.
Florida Financial Advisors bought 1,260 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $93.6K.
Vanguard Mid-Cap ETF made up 0.22% of Florida Financial Advisors's portfolio in Q1 2026, its #114 holding.
Florida Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard Mid-Cap ETF position peaked at $980K in Q4 2023.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.