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

GeoWealth 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	$23M	Buy	320,328 +4,408	+1%	+$328K	0.83%	22
2025 Q4	$22.9M	Sell	315,920 -6,096	-2%	-$443K	0.84%	21
2025 Q3	$23.6M	Sell	322,016 -9,956	-3%	-$715K	0.86%	21
2025 Q2	$23.2M	Buy	331,972 +33,168	+11%	+$2.18M	0.91%	21
2025 Q1	$19.3M	Sell	298,804 -70,556	-19%	-$4.73M	0.78%	23
2024 Q4	$24.4M	Buy	369,360 +22,744	+7%	+$1.54M	0.8%	23
2024 Q3	$22.9M	Buy	346,616 +72,300	+26%	+$4.54M	0.81%	24
2024 Q2	$16.6M	Buy	274,316 +5,220	+2%	+$317K	0.72%	26
2024 Q1	$16.8M	Buy	269,096 +257,676	+2,256%	+$15.2M	0.65%	35
2023 Q4	$664K	Buy	11,420 +9,448	+479%	+$505K	0.05%	279
2023 Q3	$102K	Sell	1,972 -168	-8%	-$9.21K	0.01%	330
2023 Q2	$116K	Buy	2,140 +672	+46%	+$35.2K	0.01%	278
2023 Q1	$77K	Buy	+1,468	New	+$78.1K	0.01%	264
2022 Q1	–	Sell	-3,252	Closed	-$209K	–	431
2021 Q4	$209K	Sell	3,252 -3,256	-50%	-$204K	0.02%	266
2021 Q3	$385K	Buy	+6,508	New	+$393K	0.03%	244
2019 Q4	–	Sell	-5,496	Closed	-$231K	–	221
2019 Q3	$231K	Buy	+5,496	New	+$230K	0.05%	186

Other funds holding VO

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 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