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

Hughes 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
Q2 		– Sell
-928
Closed -$60.2K – 1245
2025
Q1 		$60.2K Buy
+928
New +$62.3K 0.01% 139

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Creative Planning
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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Hughes Financial Services's VO Position: Q2 2025 in Review

Hughes Financial Services sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 928 shares — an estimated $60.2K sold.

Hughes Financial Services first reported a position in VO in Q1 2025 and held it in 1 quarter. The position peaked at $60.2K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Hughes Financial Services reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 928 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $60.2K.
  • Hughes Financial Services first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's Vanguard Mid-Cap ETF position peaked at $60.2K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.