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

Goodwin Investment 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
2025
Q1 		– Sell
-12,652
Closed -$835K – 42
2024
Q4 		$835K Sell
12,652
-776
-6% -$52.7K 0.44% 22
2024
Q3 		$886K Sell
13,428
-36
-0.3% -$2.26K 0.38% 19
2024
Q2 		$710K Sell
13,464
-200
-1% -$12.2K 0.33% 19
2024
Q1 		$854K Sell
13,664
-972
-7% -$57.4K 0.4% 19
2023
Q4 		$851K Buy
14,636
+3,804
+35% +$203K 0.44% 19
2023
Q3 		$564K Buy
10,832
+2,240
+26% +$123K 0.33% 20
2023
Q2 		$473K Buy
8,592
+5,932
+223% +$311K 0.28% 23
2023
Q1 		$140K Buy
2,660
+1,720
+183% +$91.5K 0.09% 50
2022
Q4 		$47.9K Buy
+940
New +$47.9K 0.03% 89
2021
Q4 		– Sell
-4
Closed – – 189
2021
Q3 		$0 Buy
+4
New +$242 ﹤0.01% 157

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goodwin Investment Advisory's VO Position: Q1 2025 in Review

Goodwin Investment Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 12,652 shares — an estimated $835K sold.

Goodwin Investment Advisory first reported a position in VO in Q3 2021 and held it in 10 quarters. The position peaked at $886K in Q3 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Goodwin Investment Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 12,652 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $835K.
  • Goodwin Investment Advisory first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and held it in 10 quarters.
  • Goodwin Investment Advisory's Vanguard Mid-Cap ETF position peaked at $886K in Q3 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Goodwin Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.