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Hanlon Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Hanlon Investment 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 		$1.24M Sell
17,304
-19,872
-53% -$1.48M 0.69% 32
2025
Q4 		$2.7M Sell
37,176
-2,948
-7% -$214K 1.5% 12
2025
Q3 		$2.95M Sell
40,124
-492
-1% -$35.3K 1.77% 8
2025
Q2 		$2.84M Sell
40,616
-4,132
-9% -$271K 2.04% 6
2025
Q1 		$2.89M Sell
44,748
-27,468
-38% -$1.84M 2.18% 5
2024
Q4 		$4.77M Sell
72,216
-4,132
-5% -$281K 1.3% 13
2024
Q3 		$5.04M Sell
76,348
-1,024
-1% -$64.3K 1.41% 13
2024
Q2 		$4.68M Sell
77,372
-2,752
-3% -$167K 1.39% 13
2024
Q1 		$5M Sell
80,124
-2,344
-3% -$139K 1.52% 12
2023
Q4 		$4.8M Buy
+82,468
New +$4.41M 1.52% 12
2023
Q3 		– Sell
-61,808
Closed -$3.4M – 153
2023
Q2 		$3.4M Buy
+61,808
New +$3.24M 0.99% 17
2023
Q1 		– Sell
-40,632
Closed -$2.07M – 152
2022
Q4 		$2.07M Buy
+40,632
New +$2.07M 0.71% 29

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

Hanlon Investment Management's VO Position: Q1 2026 in Review

Hanlon Investment Management reduced its Vanguard Mid-Cap ETF (VO) stake by 53% in Q1 2026, selling an estimated $1.48M and leaving 17,304 shares worth $1.24M. The position accounts for 0.69% of the portfolio, ranked #32.

Hanlon Investment Management first reported a position in VO in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.04M in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Hanlon Investment Management held 17,304 shares of Vanguard Mid-Cap ETF worth $1.24M as of Q1 2026.
  • Hanlon Investment Management sold 19,872 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.48M.
  • Vanguard Mid-Cap ETF made up 0.69% of Hanlon Investment Management's portfolio in Q1 2026, its #32 holding.
  • Hanlon Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
  • Hanlon Investment Management's Vanguard Mid-Cap ETF position peaked at $5.04M in Q3 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.