Global Financial Private Client’s Vanguard Mid-Cap ETF VO Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-1,688	Closed	-$109K	–	1555
2025 Q1	$109K	Sell	1,688 -4	-0.2%	-$268	0.04%	258
2024 Q4	$112K	Hold	1,692	–	–	0.04%	252
2024 Q3	$112K	Hold	1,692	–	–	0.04%	248
2024 Q2	$102K	Hold	1,692	–	–	0.04%	233
2024 Q1	$105K	Hold	1,692	–	–	0.05%	231
2023 Q4	$98.4K	Hold	1,692	–	–	0.05%	230
2023 Q3	$87.1K	Hold	1,692	–	–	0.05%	225
2023 Q2	$93.4K	Hold	1,692	–	–	0.05%	225
2023 Q1	$89.1K	Hold	1,692	–	–	0.05%	224
2022 Q4	$86.2K	Hold	1,692	–	–	0.05%	213
2022 Q3	$81.9K	Hold	1,692	–	–	0.05%	213
2022 Q2	$84.4K	Hold	1,692	–	–	0.05%	206
2022 Q1	$101K	Hold	1,692	–	–	0.05%	193
2021 Q4	$108K	Hold	1,692	–	–	0.05%	192
2021 Q3	$101K	Hold	1,692	–	–	0.05%	180
2021 Q2	$101K	Hold	1,692	–	–	0.06%	176
2021 Q1	$95K	Sell	1,692 -36	-2%	-$1.95K	0.07%	154
2020 Q4	$89.4K	Hold	1,728	–	–	0.07%	145
2020 Q3	$76.9K	Sell	1,728 -76	-4%	-$3.31K	0.07%	153
2020 Q2	$74.1K	Sell	1,804 -15,420	-90%	-$591K	0.06%	168
2020 Q1	$539K	Sell	17,224 -216	-1%	-$8.95K	0.57%	39
2019 Q4	$777K	Buy	+17,440	New	+$749K	0.65%	34

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Client's VO Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 1,688 shares — an estimated $109K sold.

Global Financial Private Client first reported a position in VO in Q4 2019 and held it in 22 quarters. The position peaked at $777K in Q4 2019. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Global Financial Private Client reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,688 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $109K.
Global Financial Private Client first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Vanguard Mid-Cap ETF position peaked at $777K in Q4 2019.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.