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Interchange Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Interchange Capital 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 		$1.42M Buy
22,028
+948
+4% +$70.4K 0.45% 58
2025
Q4 		$1.53M Sell
21,080
-464
-2% -$33.8K 0.28% 73
2025
Q3 		$1.58M Buy
21,544
+340
+2% +$24.4K 0.31% 65
2025
Q2 		$1.48M Sell
21,204
-824
-4% -$54.1K 0.34% 57
2025
Q1 		$1.42M Sell
22,028
-40
-0.2% -$2.68K 0.4% 56
2024
Q4 		$1.46M Sell
22,068
-156
-0.7% -$10.6K 0.53% 55
2024
Q3 		$1.47M Sell
22,224
-400
-2% -$25.1K 0.52% 52
2024
Q2 		$1.37M Buy
22,624
+8,084
+56% +$491K 0.5% 52
2024
Q1 		$910K Buy
14,540
+540
+4% +$31.9K 0.61% 43
2023
Q4 		$810K Buy
14,000
+1,372
+11% +$73.3K 0.61% 41
2023
Q3 		$657K Buy
12,628
+36
+0.3% +$1.97K 0.52% 45
2023
Q2 		$693K Sell
12,592
-9,468
-43% -$496K 0.53% 48
2023
Q1 		$1.16M Buy
22,060
+10,388
+89% +$553K 0.63% 43
2022
Q4 		$595K Sell
11,672
-1,120
-9% -$57K 0.61% 39
2022
Q3 		$601K Sell
12,792
-464
-4% -$24.2K 0.66% 37
2022
Q2 		$652K Buy
13,256
+3,428
+35% +$185K 0.73% 33
2022
Q1 		$584K Buy
9,828
+704
+8% +$41.3K 0.6% 48
2021
Q4 		$581K Sell
9,124
-8,960
-50% -$562K 0.58% 48
2021
Q3 		$1.07M Sell
18,084
-1,668
-8% -$101K 1.79% 16
2021
Q2 		$1.17M Sell
19,752
-14,792
-43% -$857K 1.81% 17
2021
Q1 		$2.03M Sell
34,544
-8,868
-20% -$481K 1.1% 12
2020
Q4 		$2.24M Buy
+43,412
New +$2.1M 1.22% 9

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Interchange Capital Partners's VO Position: Q1 2026 in Review

Interchange Capital Partners increased its Vanguard Mid-Cap ETF (VO) stake by 4.5% in Q1 2026, buying an estimated $70.4K and bringing the position to 22,028 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #58.

Interchange Capital Partners first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.24M in Q4 2020. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Interchange Capital Partners held 22,028 shares of Vanguard Mid-Cap ETF worth $1.42M as of Q1 2026.
  • Interchange Capital Partners bought 948 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $70.4K.
  • Vanguard Mid-Cap ETF made up 0.45% of Interchange Capital Partners's portfolio in Q1 2026, its #58 holding.
  • Interchange Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Interchange Capital Partners's Vanguard Mid-Cap ETF position peaked at $2.24M in Q4 2020.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.