INVST’s Vanguard Mid-Cap ETF VO Stock Holding History

INVST’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	–	Sell	-4,848	Closed	-$352K	–	391
2025 Q4	$352K	Buy	4,848 +1,796	+59%	+$131K	0.04%	256
2025 Q3	$224K	Buy	+3,052	New	+$219K	0.03%	283
2025 Q1	–	Sell	-3,524	Closed	-$233K	–	335
2024 Q4	$233K	Sell	3,524 -688	-16%	-$46.7K	0.03%	230
2024 Q3	$278K	Buy	4,212 +784	+23%	+$49.2K	0.03%	208
2024 Q2	$206K	Sell	3,428 -32	-0.9%	-$1.95K	0.02%	250
2024 Q1	$215K	Buy	+3,460	New	+$204K	0.03%	225

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 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