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Heritage Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Heritage Financial Services’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
Q4 		$650K Sell
8,964
-876
-9% -$63.7K 0.05% 58
2025
Q3 		$723K Buy
9,840
+164
+2% +$11.8K 0.06% 57
2025
Q2 		$677K Sell
9,676
-844
-8% -$55.4K 0.07% 55
2025
Q1 		$680K Buy
10,520
+260
+3% +$17.4K 0.07% 51
2024
Q4 		$677K Buy
10,260
+368
+4% +$25K 0.09% 50
2024
Q3 		$652K Sell
9,892
-644
-6% -$40.4K 0.09% 50
2024
Q2 		$638K Sell
10,536
-1,700
-14% -$103K 0.09% 48
2024
Q1 		$764K Sell
12,236
-2,324
-16% -$137K 0.11% 47
2023
Q4 		$847K Sell
14,560
-200
-1% -$10.7K 0.14% 42
2023
Q3 		$768K Sell
14,760
-2,112
-13% -$116K 0.15% 31
2023
Q2 		$929K Buy
16,872
+2,536
+18% +$133K 0.19% 28
2023
Q1 		$756K Sell
14,336
-5,012
-26% -$267K 0.16% 33
2022
Q4 		$986K Buy
19,348
+5,012
+35% +$255K 0.25% 26
2022
Q3 		$673K Hold
14,336
– – 0.41% 29
2022
Q2 		$705K Sell
14,336
-400
-3% -$21.6K 0.39% 28
2022
Q1 		$876K Buy
14,736
+644
+5% +$37.8K 0.57% 25
2021
Q4 		$897K Buy
+14,092
New +$883K 0.7% 23

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
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
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

Heritage Financial Services's VO Position: Q4 2025 in Review

Heritage Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 8.9% in Q4 2025, selling an estimated $63.7K and leaving 8,964 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #58.

Heritage Financial Services first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $986K in Q4 2022. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Heritage Financial Services held 8,964 shares of Vanguard Mid-Cap ETF worth $650K as of Q4 2025.
  • Heritage Financial Services sold 876 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $63.7K.
  • Vanguard Mid-Cap ETF made up 0.05% of Heritage Financial Services's portfolio in Q4 2025, its #58 holding.
  • Heritage Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's Vanguard Mid-Cap ETF position peaked at $986K in Q4 2022.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.