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

Hemington 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
2025
Q3 		$47K Buy
648
+108
+20% +$7.76K 0.01% 383
2025
Q2 		$37K Hold
540
– – 0.01% 417
2025
Q1 		$34K Hold
540
– – 0.01% 414
2024
Q4 		$35K Hold
540
– – 0.01% 393
2024
Q3 		$35K Buy
+540
New +$33.9K 0.01% 374

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hemington Wealth Management's VO Position: Q3 2025 in Review

Hemington Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 20% in Q3 2025, buying an estimated $7.76K and bringing the position to 648 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #383.

Hemington Wealth Management first reported a position in VO in Q3 2024 and has held it in 5 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Hemington Wealth Management held 648 shares of Vanguard Mid-Cap ETF worth $47K as of Q3 2025.
  • Hemington Wealth Management bought 108 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $7.76K.
  • Vanguard Mid-Cap ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #383 holding.
  • Hemington Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.