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

Joseph Group 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
Q3 		– Sell
-400
Closed -$28K – 112
2025
Q2 		$28K Buy
+400
New +$26.3K 0.01% 82

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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
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

Joseph Group Capital Management's VO Position: Q3 2025 in Review

Joseph Group Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 400 shares — an estimated $28K sold.

Joseph Group Capital Management first reported a position in VO in Q2 2025 and held it in 1 quarter. The position peaked at $28K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Joseph Group Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 400 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $28K.
  • Joseph Group Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Joseph Group Capital Management's Vanguard Mid-Cap ETF position peaked at $28K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Joseph Group Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.