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

Grandview Asset 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	$3.59M	Sell	50,340 -5,312	-10%	-$395K	1.05%	22
2025 Q4	$4.04M	Sell	55,652 -4,268	-7%	-$310K	1.11%	20
2025 Q3	$4.4M	Sell	59,920 -5,948	-9%	-$427K	1.24%	18
2025 Q2	$4.61M	Sell	65,868 -1,648	-2%	-$108K	1.48%	15
2025 Q1	$4.37M	Buy	67,516 +3,384	+5%	+$227K	1.66%	14
2024 Q4	$4.24M	Buy	+64,132	New	+$4.35M	1.55%	13
2024 Q2	–	Sell	-29,972	Closed	-$1.87M	–	102
2024 Q1	$1.87M	Sell	29,972 -400	-1%	-$23.6K	0.85%	26
2023 Q4	$1.77M	Sell	30,372 -2,748	-8%	-$147K	0.93%	26
2023 Q3	$1.72M	Buy	+33,120	New	+$1.82M	0.99%	25
2023 Q2	–	Sell	-35,444	Closed	-$1.87M	–	110
2023 Q1	$1.87M	Sell	35,444 -664	-2%	-$35.3K	1.1%	25
2022 Q4	$1.84M	Sell	36,108 -3,016	-8%	-$154K	1.15%	21
2022 Q3	$1.84M	Sell	39,124 -1,296	-3%	-$67.7K	1.17%	19
2022 Q2	$1.99M	Sell	40,420 -1,708	-4%	-$92.3K	1.11%	22
2022 Q1	$2.5M	Sell	42,128 -1,300	-3%	-$76.3K	1.06%	25
2021 Q4	$2.77M	Buy	+43,428	New	+$2.72M	1.11%	23
2021 Q2	–	Sell	-29,076	Closed	-$1.61M	–	458
2021 Q1	$1.61M	Buy	29,076 +24,588	+548%	+$1.33M	0.86%	32
2020 Q4	$232K	Buy	+4,488	New	+$217K	0.15%	107
2020 Q1	–	Sell	-5,032	Closed	-$225K	–	77
2019 Q4	$225K	Sell	5,032 -8,040	-62%	-$345K	0.21%	84
2019 Q3	$540K	Buy	13,072 +2,468	+23%	+$103K	0.49%	51
2019 Q2	$443K	Buy	+10,604	New	+$434K	0.41%	63

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

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

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

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

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

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

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

Grandview Asset Management's VO Position: Q1 2026 in Review

Grandview Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 9.5% in Q1 2026, selling an estimated $395K and leaving 50,340 shares worth $3.59M. The position accounts for 1.05% of the portfolio, ranked #22.

Grandview Asset Management first reported a position in VO in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.61M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Grandview Asset Management held 50,340 shares of Vanguard Mid-Cap ETF worth $3.59M as of Q1 2026.
Grandview Asset Management sold 5,312 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $395K.
Vanguard Mid-Cap ETF made up 1.05% of Grandview Asset Management's portfolio in Q1 2026, its #22 holding.
Grandview Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 20 quarters since.
Grandview Asset Management's Vanguard Mid-Cap ETF position peaked at $4.61M in Q2 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.