FWM
VO icon

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

FSA 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
2025
Q3 		$197K Buy
2,684
+752
+39% +$54K 0.07% 56
2025
Q2 		$137K Hold
1,932
– – 0.05% 73
2025
Q1 		$118K Buy
1,932
+1,828
+1,758% +$123K 0.05% 73
2024
Q4 		$6.92K Hold
104
– – ﹤0.01% 341
2024
Q3 		$6.86K Buy
+104
New +$6.53K ﹤0.01% 360
2020
Q2 		– Sell
-392
Closed -$13K – 420
2020
Q1 		$13K Hold
392
– – 0.01% 221
2019
Q4 		$17K Buy
+392
New +$16.8K 0.01% 244

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSA Wealth Management's VO Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 39% in Q3 2025, buying an estimated $54K and bringing the position to 2,684 shares worth $197K. The position accounts for 0.07% of the portfolio, ranked #56.

FSA Wealth Management first reported a position in VO in Q4 2019 and has held it in 7 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • FSA Wealth Management held 2,684 shares of Vanguard Mid-Cap ETF worth $197K as of Q3 2025.
  • FSA Wealth Management bought 752 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $54K.
  • Vanguard Mid-Cap ETF made up 0.07% of FSA Wealth Management's portfolio in Q3 2025, its #56 holding.
  • FSA Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.