FCH
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Freestone Capital Holdings’s Vanguard Mid-Cap ETF VO Stock Holding History

Freestone Capital Holdings’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 		$709K Buy
9,880
+68
+0.7% +$5.05K 0.02% 290
2025
Q4 		$712K Sell
9,812
-2,224
-18% -$162K 0.02% 287
2025
Q3 		$884K Buy
12,036
+2,204
+22% +$158K 0.03% 260
2025
Q2 		$688K Buy
9,832
+1,324
+16% +$86.9K 0.02% 257
2025
Q1 		$550K Sell
8,508
-92
-1% -$6.17K 0.02% 274
2024
Q4 		$568K Sell
8,600
-2,532
-23% -$172K 0.02% 268
2024
Q3 		$734K Buy
11,132
+884
+9% +$55.5K 0.03% 253
2024
Q2 		$620K Sell
10,248
-3,628
-26% -$220K 0.02% 268
2024
Q1 		$867K Buy
13,876
+1,072
+8% +$63.4K 0.03% 232
2023
Q4 		$745K Buy
12,804
+7,832
+158% +$418K 0.03% 230
2023
Q3 		$259K Buy
4,972
+140
+3% +$7.68K 0.01% 308
2023
Q2 		$266K Sell
4,832
-3,772
-44% -$198K 0.01% 318
2023
Q1 		$454K Sell
8,604
-9,460
-52% -$503K 0.02% 258
2022
Q4 		$920K Buy
18,064
+3,172
+21% +$162K 0.04% 201
2022
Q3 		$700K Buy
14,892
+728
+5% +$38K 0.03% 222
2022
Q2 		$697K Sell
14,164
-2,232
-14% -$121K 0.03% 235
2022
Q1 		$975K Sell
16,396
-46,932
-74% -$2.75M 0.04% 251
2021
Q4 		$4.03M Buy
63,328
+8,404
+15% +$527K 0.17% 125
2021
Q3 		$3.25M Buy
54,924
+684
+1% +$41.3K 0.16% 140
2021
Q2 		$3.22M Buy
54,240
+2,956
+6% +$171K 0.16% 147
2021
Q1 		$2.84M Buy
51,284
+4,524
+10% +$245K 0.15% 147
2020
Q4 		$2.42M Hold
46,760
– – 0.14% 148
2020
Q3 		$2.06M Hold
46,760
– – 0.13% 150
2020
Q2 		$1.92K Hold
46,760
– – 0.02% 167
2020
Q1 		$1.54K Sell
46,760
-1,608
-3% -$66.6K 0.03% 154
2019
Q4 		$2.15K Buy
48,368
+340
+0.7% +$14.6K 0.04% 171
2019
Q3 		$2.01K Buy
48,028
+928
+2% +$38.8K 0.05% 175
2019
Q2 		$1.97K Buy
47,100
+340
+0.7% +$13.9K 0.05% 165
2019
Q1 		$1.88M Sell
46,760
-800
-2% -$30.8K 0.11% 165
2018
Q4 		$1.64M Buy
+47,560
New +$1.79M 0.11% 171

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

Freestone Capital Holdings's VO Position: Q1 2026 in Review

Freestone Capital Holdings increased its Vanguard Mid-Cap ETF (VO) stake by 0.69% in Q1 2026, buying an estimated $5.05K and bringing the position to 9,880 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #290.

Freestone Capital Holdings first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.03M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Freestone Capital Holdings held 9,880 shares of Vanguard Mid-Cap ETF worth $709K as of Q1 2026.
  • Freestone Capital Holdings bought 68 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.05K.
  • Vanguard Mid-Cap ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #290 holding.
  • Freestone Capital Holdings first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Freestone Capital Holdings's Vanguard Mid-Cap ETF position peaked at $4.03M in Q4 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.