HUB Investment Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

HUB Investment Partners’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	$12.7M	Sell	176,500 -17,880	-9%	-$1.33M	0.31%	66
2025 Q4	$14.1M	Buy	194,380 +3,644	+2%	+$265K	0.39%	53
2025 Q3	$14M	Buy	190,736 +115,184	+152%	+$8.27M	0.52%	44
2025 Q2	$5.29M	Buy	75,552 +7,676	+11%	+$504K	0.18%	108
2025 Q1	$4.39M	Buy	67,876 +63,064	+1,311%	+$4.23M	0.18%	120
2024 Q4	$318K	Sell	4,812 -520	-10%	-$35.3K	0.01%	388
2024 Q3	$352K	Sell	5,332 -76	-1%	-$4.77K	0.02%	353
2024 Q2	$327K	Buy	5,408 +976	+22%	+$59.3K	0.02%	351
2024 Q1	$277K	Sell	4,432 -1,104	-20%	-$65.2K	0.02%	374
2023 Q4	$322K	Buy	5,536 +992	+22%	+$53K	0.02%	301
2023 Q3	$237K	Sell	4,544 -2,616	-37%	-$143K	0.04%	221
2023 Q2	$394K	Buy	7,160 +44	+0.6%	+$2.31K	0.07%	161
2023 Q1	$375K	Buy	+7,116	New	+$379K	0.08%	151
2022 Q4	–	Sell	-7,224	Closed	-$340K	–	196
2022 Q3	$340K	Sell	7,224 -724	-9%	-$37.8K	0.1%	128
2022 Q2	$391K	Sell	7,948 -2,280	-22%	-$123K	0.12%	120
2022 Q1	$608K	Sell	10,228 -496	-5%	-$29.1K	0.17%	114
2021 Q4	$683K	Sell	10,724 -848	-7%	-$53.2K	0.16%	107
2021 Q3	$685K	Buy	11,572 +1,724	+18%	+$104K	0.18%	119
2021 Q2	$584K	Sell	9,848 -3,360	-25%	-$195K	0.16%	117
2021 Q1	$731K	Buy	+13,208	New	+$717K	0.22%	104

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Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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