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Johnson Financial Group LLC (Colorado)’s Vanguard Mid-Cap ETF VO Stock Holding History

Johnson Financial Group LLC (Colorado)’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
Q4 		– Sell
-3,660
Closed -$269K – 132
2025
Q3 		$269K Buy
+3,660
New +$263K 0.02% 71
2025
Q1 		– Sell
-14,220
Closed -$939K – 103
2024
Q4 		$939K Hold
14,220
– – 0.11% 26
2024
Q3 		$938K Hold
14,220
– – 0.11% 20
2024
Q2 		$861K Buy
14,220
+4
+0% +$243 0.11% 20
2024
Q1 		$888K Sell
14,216
-6,796
-32% -$402K 0.11% 23
2023
Q4 		$1.22M Buy
21,012
+300
+1% +$16K 0.16% 28
2023
Q3 		$1.08M Buy
20,712
+3,552
+21% +$195K 0.15% 19
2023
Q2 		$944K Sell
17,160
-37,528
-69% -$1.97M 0.13% 18
2023
Q1 		$2.88M Sell
54,688
-8,540
-14% -$454K 0.43% 11
2022
Q4 		$3.22M Sell
63,228
-15,504
-20% -$790K 0.55% 11
2022
Q3 		$3.7M Buy
78,732
+58,528
+290% +$3.06M 0.51% 20
2022
Q2 		$994K Sell
20,204
-20,104
-50% -$1.09M 0.2% 20
2022
Q1 		$2.4M Hold
40,308
– – 0.4% 16
2021
Q4 		$2.57M Sell
40,308
-93,864
-70% -$5.88M 0.42% 15
2021
Q3 		$7.94M Buy
134,172
+95,508
+247% +$5.77M 1.54% 9
2021
Q2 		$2.29M Buy
38,664
+18,560
+92% +$1.08M 0.45% 15
2021
Q1 		$1.11M Sell
20,104
-3,280
-14% -$178K 0.26% 17
2020
Q4 		$1.21M Hold
23,384
– – 0.33% 12
2020
Q3 		$1.03M Hold
23,384
– – 0.4% 9
2020
Q2 		$958K Buy
23,384
+9,696
+71% +$371K 0.35% 9
2020
Q1 		$451K Buy
+13,688
New +$567K 0.35% 12
2018
Q1 		$2.64M Hold
68,580
– – 2.17% 7
2017
Q4 		$2.65M Hold
68,580
– – 2% 10
2017
Q3 		$2.52M Buy
68,580
+7,872
+13% +$284K 2.1% 7
2017
Q2 		$2.16M Hold
60,708
– – 1.82% 7
2017
Q1 		$2.11M Sell
60,708
-7,496
-11% -$258K 2.41% 7
2016
Q4 		$2.24M Buy
+68,204
New +$2.21M 1.8% 12

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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s VO Position: Q4 2025 in Review

Johnson Financial Group LLC (Colorado) sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 3,660 shares — an estimated $269K sold.

Johnson Financial Group LLC (Colorado) first reported a position in VO in Q4 2016 and held it in 27 quarters. The position peaked at $7.94M in Q3 2021. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Johnson Financial Group LLC (Colorado) reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 3,660 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $269K.
  • Johnson Financial Group LLC (Colorado) first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and held it in 27 quarters.
  • Johnson Financial Group LLC (Colorado)'s Vanguard Mid-Cap ETF position peaked at $7.94M in Q3 2021.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q4 2025, filed 10 Feb 2026.