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Jackson Square Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Jackson Square Capital’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
-84,476
Closed -$5.58M – 161
2024
Q4 		$5.58M Buy
84,476
+45,076
+114% +$3.06M 1.34% 19
2024
Q3 		$2.6M Buy
+39,400
New +$2.47M 0.64% 38

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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

Jackson Square Capital's VO Position: Q1 2025 in Review

Jackson Square Capital sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 84,476 shares — an estimated $5.58M sold.

Jackson Square Capital first reported a position in VO in Q3 2024 and held it in 2 quarters. The position peaked at $5.58M in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Jackson Square Capital reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Jackson Square Capital sold 84,476 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $5.58M.
  • Jackson Square Capital first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Jackson Square Capital's Vanguard Mid-Cap ETF position peaked at $5.58M in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Jackson Square Capital's 13F filing for Q1 2025, filed 16 Apr 2025.