Journey Strategic Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Journey Strategic Wealth’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	$414K	Sell	5,772 -952	-14%	-$70.7K	0.01%	403
2025 Q4	$488K	Sell	6,724 -704	-9%	-$51.2K	0.01%	316
2025 Q3	$546K	Sell	7,428 -200	-3%	-$14.4K	0.02%	275
2025 Q2	$534K	Sell	7,628 -692	-8%	-$45.4K	0.02%	281
2025 Q1	$538K	Sell	8,320 -276	-3%	-$18.5K	0.02%	214
2024 Q4	$568K	Buy	8,596 +120	+1%	+$8.15K	0.02%	197
2024 Q3	$559K	Buy	8,476 +372	+5%	+$23.4K	0.02%	200
2024 Q2	$491K	Buy	8,104 +1,092	+16%	+$66.4K	0.02%	157
2024 Q1	$438K	Hold	7,012	–	–	0.02%	143
2023 Q4	$408K	Buy	+7,012	New	+$375K	0.02%	109
2023 Q3	–	Sell	-10,636	Closed	-$585K	–	224
2023 Q2	$585K	Sell	10,636 -6,268	-37%	-$329K	0.03%	80
2023 Q1	$891K	Sell	16,904 -17,328	-51%	-$922K	0.09%	62
2022 Q4	$1.74M	Buy	34,232 +28,984	+552%	+$1.48M	0.21%	34
2022 Q3	$247K	Sell	5,248 -1,312	-20%	-$68.6K	0.03%	123
2022 Q2	$323K	Buy	+6,560	New	+$354K	0.04%	77
2022 Q1	–	Sell	-10,420	Closed	-$664K	–	235
2021 Q4	$664K	Buy	+10,420	New	+$653K	0.07%	56

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

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

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

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

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

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

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

Journey Strategic Wealth's VO Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 14% in Q1 2026, selling an estimated $70.7K and leaving 5,772 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #403.

Journey Strategic Wealth first reported a position in VO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.74M in Q4 2022. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Journey Strategic Wealth held 5,772 shares of Vanguard Mid-Cap ETF worth $414K as of Q1 2026.
Journey Strategic Wealth sold 952 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $70.7K.
Vanguard Mid-Cap ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #403 holding.
Journey Strategic Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Journey Strategic Wealth's Vanguard Mid-Cap ETF position peaked at $1.74M in Q4 2022.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.