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

Geneva Partners’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 		$638K Buy
8,892
+712
+9% +$52.9K 0.31% 43
2025
Q4 		$593K Sell
8,180
-168
-2% -$12.2K 0.21% 49
2025
Q3 		$613K Buy
8,348
+1,544
+23% +$111K 0.22% 51
2025
Q2 		$476K Sell
6,804
-3,640
-35% -$239K 0.19% 59
2025
Q1 		$675K Sell
10,444
-972
-9% -$65.2K 0.35% 43
2024
Q4 		$754K Buy
11,416
+928
+9% +$63K 0.31% 48
2024
Q3 		$692K Buy
10,488
+800
+8% +$50.2K 0.3% 52
2024
Q2 		$586K Buy
9,688
+236
+2% +$14.3K 0.24% 52
2024
Q1 		$590K Sell
9,452
-51,856
-85% -$3.06M 0.26% 54
2023
Q4 		$3.57M Buy
+61,308
New +$3.28M 1.98% 26
2022
Q1 		– Sell
-64,344
Closed -$4.1M – 121
2021
Q4 		$4.1M Buy
+64,344
New +$4.03M 1.94% 19

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

Geneva Partners's VO Position: Q1 2026 in Review

Geneva Partners increased its Vanguard Mid-Cap ETF (VO) stake by 8.7% in Q1 2026, buying an estimated $52.9K and bringing the position to 8,892 shares worth $638K. The position accounts for 0.31% of the portfolio, ranked #43.

Geneva Partners first reported a position in VO in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.1M in Q4 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Geneva Partners held 8,892 shares of Vanguard Mid-Cap ETF worth $638K as of Q1 2026.
  • Geneva Partners bought 712 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $52.9K.
  • Vanguard Mid-Cap ETF made up 0.31% of Geneva Partners's portfolio in Q1 2026, its #43 holding.
  • Geneva Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • Geneva Partners's Vanguard Mid-Cap ETF position peaked at $4.1M in Q4 2021.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.