Heirloom Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Heirloom Wealth 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	$2.12M	Buy	29,492 +22,732	+336%	+$1.69M	0.38%	31
2025 Q4	$490K	Buy	6,760 +152	+2%	+$11.1K	0.11%	33
2025 Q3	$485K	Hold	6,608	–	–	0.12%	31
2025 Q2	$462K	Hold	6,608	–	–	0.12%	32
2025 Q1	$427K	Hold	6,608	–	–	0.12%	31
2024 Q4	$436K	Hold	6,608	–	–	0.13%	34
2024 Q3	$436K	Hold	6,608	–	–	0.14%	31
2024 Q2	$400K	Hold	6,608	–	–	0.13%	32
2024 Q1	$413K	Sell	6,608 -188	-3%	-$11.1K	0.14%	38
2023 Q4	$395K	Buy	6,796 +184	+3%	+$9.83K	0.15%	40
2023 Q3	$344K	Sell	6,612 -1,340	-17%	-$73.5K	0.15%	43
2023 Q2	$438K	Buy	7,952 +560	+8%	+$29.4K	0.19%	39
2023 Q1	$390K	Sell	7,392 -728	-9%	-$38.7K	0.19%	42
2022 Q4	$414K	Buy	+8,120	New	+$414K	0.26%	39
2022 Q2	$716K	Buy	+13,200	New	+$713K	0.59%	20

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

Heirloom Wealth Management's VO Position: Q1 2026 in Review

Heirloom Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 336% in Q1 2026, buying an estimated $1.69M and bringing the position to 29,492 shares worth $2.12M. The position accounts for 0.38% of the portfolio, ranked #31.

Heirloom Wealth Management first reported a position in VO in Q2 2022 and has held it in 15 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Heirloom Wealth Management held 29,492 shares of Vanguard Mid-Cap ETF worth $2.12M as of Q1 2026.
Heirloom Wealth Management bought 22,732 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.69M.
Vanguard Mid-Cap ETF made up 0.38% of Heirloom Wealth Management's portfolio in Q1 2026, its #31 holding.
Heirloom Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.