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Focus Partners Advisor Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Focus Partners Advisor Solutions’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 		$2.95M Sell
41,064
-22,192
-35% -$1.65M 0.03% 271
2025
Q4 		$4.59M Sell
63,256
-57,392
-48% -$4.17M 0.06% 161
2025
Q3 		$8.79M Buy
120,648
+44,056
+58% +$3.16M 0.1% 110
2025
Q2 		$5.36M Buy
76,592
+22,828
+42% +$1.5M 0.07% 136
2025
Q1 		$3.48M Buy
53,764
+2,468
+5% +$166K 0.05% 170
2024
Q4 		$3.39M Sell
51,296
-10,508
-17% -$713K 0.06% 157
2024
Q3 		$4.08M Sell
61,804
-27,520
-31% -$1.73M 0.09% 117
2024
Q2 		$5.41M Sell
89,324
-9,320
-9% -$566K 0.14% 76
2024
Q1 		$6.16M Buy
98,644
+18,380
+23% +$1.09M 0.18% 68
2023
Q4 		$4.67M Sell
80,264
-8,268
-9% -$442K 0.22% 52
2023
Q3 		$4.61M Buy
88,532
+10,572
+14% +$580K 0.22% 51
2023
Q2 		$4.29M Buy
77,960
+68,352
+711% +$3.58M 0.24% 50
2023
Q1 		$507K Sell
9,608
-43,028
-82% -$2.29M 0.03% 198
2022
Q4 		$2.68M Sell
52,636
-9,904
-16% -$504K 0.21% 62
2022
Q3 		$2.94M Buy
62,540
+31,440
+101% +$1.64M 0.17% 66
2022
Q2 		$1.53M Buy
31,100
+3,132
+11% +$169K 0.13% 82
2022
Q1 		$1.67M Buy
+27,968
New +$1.64M 0.17% 80

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

Focus Partners Advisor Solutions's VO Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard Mid-Cap ETF (VO) stake by 35% in Q1 2026, selling an estimated $1.65M and leaving 41,064 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #271.

Focus Partners Advisor Solutions first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.79M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Focus Partners Advisor Solutions held 41,064 shares of Vanguard Mid-Cap ETF worth $2.95M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 22,192 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.65M.
  • Vanguard Mid-Cap ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #271 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Mid-Cap ETF position peaked at $8.79M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.