Janney Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Janney Capital Management’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	-3,860	Closed	-$255K	–	254
2024 Q4	$255K	Hold	3,860	–	–	0.02%	222
2024 Q3	$255K	Hold	3,860	–	–	0.02%	223
2024 Q2	$234K	Sell	3,860 -108	-3%	-$6.56K	0.02%	215
2024 Q1	$248K	Buy	3,968 +60	+2%	+$3.55K	0.02%	221
2023 Q4	$227K	Buy	3,908 +48	+1%	+$2.56K	0.02%	226
2023 Q3	$201K	Hold	3,860	–	–	0.02%	212
2023 Q2	$212K	Hold	3,860	–	–	0.01%	231
2023 Q1	$204K	Buy	+3,860	New	+$205K	0.02%	222
2022 Q2	–	Sell	-3,860	Closed	-$230K	–	209
2022 Q1	$230K	Hold	3,860	–	–	0.02%	191
2021 Q4	$246K	Hold	3,860	–	–	0.02%	194
2021 Q3	$228K	Hold	3,860	–	–	0.02%	191
2021 Q2	$229K	Hold	3,860	–	–	0.01%	196
2021 Q1	$214K	Buy	+3,860	New	+$209K	0.01%	197

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Capital Management's VO Position: Q1 2025 in Review

Janney Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 3,860 shares — an estimated $255K sold.

Janney Capital Management first reported a position in VO in Q1 2021 and held it in 13 quarters. The position peaked at $255K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Janney Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Janney Capital Management sold 3,860 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $255K.
Janney Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 13 quarters.
Janney Capital Management's Vanguard Mid-Cap ETF position peaked at $255K in Q4 2024.
2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Janney Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.