High Falls Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

High Falls Advisors’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	$233K	Hold	3,204	–	–	0.05%	127
2025 Q3	$235K	Hold	3,204	–	–	0.05%	136
2025 Q2	$224K	Buy	+3,204	New	+$210K	0.05%	131
2023 Q1	–	Sell	-4,468	Closed	-$228K	–	121
2022 Q4	$228K	Buy	4,468 +4	+0.1%	+$204	0.07%	99
2022 Q3	$210K	Hold	4,464	–	–	0.07%	103
2022 Q2	$220K	Buy	4,464 +4	+0.1%	+$216	0.07%	102
2022 Q1	$265K	Buy	4,460 +400	+10%	+$23.5K	0.07%	98
2021 Q4	$259K	Buy	+4,060	New	+$255K	0.07%	109
2018 Q3	–	Sell	-9,964	Closed	-$393K	–	97
2018 Q2	$393K	Buy	9,964 +4	+0%	+$157	0.14%	63
2018 Q1	$384K	Hold	9,960	–	–	0.14%	62
2017 Q4	$385K	Buy	9,960 +8	+0.1%	+$302	0.14%	64
2017 Q3	$366K	Hold	9,952	–	–	0.14%	64
2017 Q2	$355K	Buy	9,952 +4	+0%	+$141	0.14%	57
2017 Q1	$346K	Hold	9,948	–	–	0.15%	59
2016 Q4	$327K	Buy	9,948 +4	+0%	+$129	0.15%	61
2016 Q3	$322K	Sell	9,944 -36,384	-79%	-$1.17M	0.12%	60
2016 Q2	$1.39M	Buy	46,328 +36,124	+354%	+$1.1M	0.39%	31
2016 Q1	$309K	Sell	10,204 -36,124	-78%	-$1.02M	0.11%	76
2015 Q4	$1.39M	Buy	+46,328	New	+$1.41M	0.39%	31

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

High Falls Advisors's VO Position: Q4 2025 in Review

High Falls Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2025 at 3,204 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #127.

High Falls Advisors first reported a position in VO in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.39M in Q2 2016. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

High Falls Advisors held 3,204 shares of Vanguard Mid-Cap ETF worth $233K as of Q4 2025.
High Falls Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q4 2025.
Vanguard Mid-Cap ETF made up 0.05% of High Falls Advisors's portfolio in Q4 2025, its #127 holding.
High Falls Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 19 quarters since.
High Falls Advisors's Vanguard Mid-Cap ETF position peaked at $1.39M in Q2 2016.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.