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GoalVest Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

GoalVest Advisory’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 		– Sell
-68
Closed -$4.93K – 546
2025
Q4 		$4.93K Buy
+68
New +$4.95K ﹤0.01% 477
2025
Q1 		– Sell
-28
Closed -$1.85K – 551
2024
Q4 		$1.85K Buy
+28
New +$1.9K ﹤0.01% 345
2024
Q3 		– Sell
-724
Closed -$43.7K – 381
2024
Q2 		$43.7K Hold
724
– – 0.01% 182
2024
Q1 		$45.1K Buy
724
+4
+0.6% +$236 0.02% 199
2023
Q4 		$41.9K Sell
720
-8
-1% -$427 0.02% 150
2023
Q3 		$37.9K Buy
728
+544
+296% +$29.8K 0.02% 161
2023
Q2 		$10.1K Buy
+184
New +$9.65K 0.01% 251

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

GoalVest Advisory's VO Position: Q1 2026 in Review

GoalVest Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q1 2026, closing a stake of 68 shares — an estimated $4.93K sold.

GoalVest Advisory first reported a position in VO in Q2 2023 and held it in 7 quarters. The position peaked at $45.1K in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • GoalVest Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 68 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.93K.
  • GoalVest Advisory first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 7 quarters.
  • GoalVest Advisory's Vanguard Mid-Cap ETF position peaked at $45.1K in Q1 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.