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Grantvest Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Grantvest Financial Group’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 		$476K Sell
6,628
-396
-6% -$29.4K 0.31% 79
2025
Q4 		$510K Sell
7,024
-80
-1% -$5.82K 0.33% 76
2025
Q3 		$522K Buy
7,104
+12
+0.2% +$862 0.36% 70
2025
Q2 		$496K Sell
7,092
-72
-1% -$4.73K 0.37% 68
2025
Q1 		$463K Buy
7,164
+452
+7% +$30.3K 0.38% 62
2024
Q4 		$443K Buy
+6,712
New +$456K 0.5% 59

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

Grantvest Financial Group's VO Position: Q1 2026 in Review

Grantvest Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 5.6% in Q1 2026, selling an estimated $29.4K and leaving 6,628 shares worth $476K. The position accounts for 0.31% of the portfolio, ranked #79.

Grantvest Financial Group first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $522K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Grantvest Financial Group held 6,628 shares of Vanguard Mid-Cap ETF worth $476K as of Q1 2026.
  • Grantvest Financial Group sold 396 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $29.4K.
  • Vanguard Mid-Cap ETF made up 0.31% of Grantvest Financial Group's portfolio in Q1 2026, its #79 holding.
  • Grantvest Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's Vanguard Mid-Cap ETF position peaked at $522K in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.