Fonville Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Fonville Wealth Management’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	$8.15M	Sell	113,484 -280	-0.2%	-$20.8K	1.55%	21
2025 Q4	$8.25M	Buy	113,764 +936	+0.8%	+$68.1K	1.69%	22
2025 Q3	$8.29M	Sell	112,828 -312	-0.3%	-$22.4K	1.87%	18
2025 Q2	$7.92M	Buy	113,140 +7,116	+7%	+$467K	2.01%	18
2025 Q1	$6.83M	Buy	106,024 +2,920	+3%	+$196K	2.01%	17
2024 Q4	$6.81M	Buy	103,104 +4,436	+4%	+$301K	2.25%	15
2024 Q3	$6.51M	Buy	98,668 +3,124	+3%	+$196K	2.25%	15
2024 Q2	$5.79M	Buy	95,544 +8,776	+10%	+$533K	2.29%	13
2024 Q1	$5.42M	Buy	86,768 +8,000	+10%	+$473K	2.4%	13
2023 Q4	$4.58M	Buy	+78,768	New	+$4.21M	2.43%	13

Other funds holding VO

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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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return