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Laraway Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Laraway Financial Advisors’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 		$1.89M Sell
26,360
-532
-2% -$39.5K 1.33% 20
2025
Q4 		$1.95M Buy
26,892
+1,088
+4% +$79.1K 1.27% 18
2025
Q3 		$1.9M Buy
25,804
+1,524
+6% +$109K 1.29% 21
2025
Q2 		$1.7M Sell
24,280
-908
-4% -$59.6K 1.29% 21
2025
Q1 		$1.63M Buy
25,188
+1,248
+5% +$83.8K 1.29% 24
2024
Q4 		$1.58M Sell
23,940
-156
-0.6% -$10.6K 1.22% 24
2024
Q3 		$1.59M Sell
24,096
-1,544
-6% -$96.9K 1.27% 22
2024
Q2 		$1.55M Buy
25,640
+876
+4% +$53.2K 1.33% 21
2024
Q1 		$1.55M Buy
24,764
+208
+0.8% +$12.3K 1.36% 20
2023
Q4 		$1.43M Buy
24,556
+136
+0.6% +$7.27K 1.36% 20
2023
Q3 		$1.27M Buy
24,420
+44
+0.2% +$2.41K 1.32% 20
2023
Q2 		$1.34M Sell
24,376
-620
-2% -$32.5K 1.33% 20
2023
Q1 		$1.32M Buy
24,996
+9,760
+64% +$519K 1.34% 21
2022
Q4 		$1.25M Sell
15,236
-8,404
-36% -$428K 1.3% 22
2022
Q3 		$1.13M Buy
23,640
+80
+0.3% +$4.18K 1.26% 23
2022
Q2 		$1.16M Sell
23,560
-120
-0.5% -$6.48K 1.23% 23
2022
Q1 		$1.41M Buy
23,680
+800
+3% +$46.9K 1.28% 23
2021
Q4 		$1.46M Buy
+22,880
New +$1.43M 1.3% 21

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Laraway Financial Advisors's VO Position: Q1 2026 in Review

Laraway Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2% in Q1 2026, selling an estimated $39.5K and leaving 26,360 shares worth $1.89M. The position accounts for 1.33% of the portfolio, ranked #20.

Laraway Financial Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Laraway Financial Advisors held 26,360 shares of Vanguard Mid-Cap ETF worth $1.89M as of Q1 2026.
  • Laraway Financial Advisors sold 532 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $39.5K.
  • Vanguard Mid-Cap ETF made up 1.33% of Laraway Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Laraway Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's Vanguard Mid-Cap ETF position peaked at $1.95M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.