Hillman Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Hillman Company’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	$17.2M	Hold	238,920	–	–	6.67%	7
2025 Q4	$17.3M	Hold	238,920	–	–	6.01%	9
2025 Q3	$17.5M	Hold	238,920	–	–	5.42%	10
2025 Q2	$16.7M	Sell	238,920 -52,188	-18%	-$3.43M	6.36%	9
2025 Q1	$18.8M	Buy	291,108 +97,832	+51%	+$6.57M	7.12%	7
2024 Q4	$12.8M	Hold	193,276	–	–	5.4%	9
2024 Q3	$12.7M	Hold	193,276	–	–	5.56%	7
2024 Q2	$11.7M	Hold	193,276	–	–	5.61%	8
2024 Q1	$12.1M	Buy	193,276 +111,452	+136%	+$6.59M	5.63%	9
2023 Q4	$4.76M	Hold	81,824	–	–	2.24%	11
2023 Q3	$4.26M	Buy	+81,824	New	+$4.49M	2.55%	10

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Bank of America

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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