IWA
VO icon

Icon Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Icon Wealth 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
Q1 		– Sell
-5,012
Closed -$331K – 533
2024
Q4 		$331K Buy
+5,012
New +$340K 0.03% 284

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Icon Wealth Advisors's VO Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 5,012 shares — an estimated $331K sold.

Icon Wealth Advisors first reported a position in VO in Q4 2024 and held it in 1 quarter. The position peaked at $331K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 5,012 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $331K.
  • Icon Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $331K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.