Focus Partners Wealth
VO icon

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

Focus Partners Wealth’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 		$53.5M Buy
797,364
+27,404
+4% +$2.04M 0.06% 276
2025
Q4 		$55.9M Buy
769,960
+142,064
+23% +$10.3M 0.06% 266
2025
Q3 		$46.1M Sell
627,896
-4,564
-0.7% -$328K 0.07% 222
2025
Q2 		$44.3M Buy
632,460
+69,680
+12% +$4.57M 0.1% 200
2025
Q1 		$36.4M Buy
562,780
+77,436
+16% +$5.2M 0.09% 221
2024
Q4 		$32M Sell
485,344
-1,930,072
-80% -$131M 0.08% 232
2024
Q3 		$52.9M Buy
2,415,416
+2,160,392
+847% +$136M 0.17% 130
2024
Q2 		$15.4M Buy
255,024
+171,104
+204% +$10.4M 0.05% 286
2024
Q1 		$5.24M Sell
83,920
-3,132
-4% -$185K 0.04% 315
2023
Q4 		$5.06M Buy
+87,052
New +$4.65M 0.07% 232

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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