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Marshall Financial Group (Pennsylvania)’s Vanguard Mid-Cap ETF VO Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$17.9M Buy
243,592
+4,080
+2% +$293K 4.92% 11
2025
Q2 		$16.8M Sell
239,512
-10,344
-4% -$679K 5.02% 11
2025
Q1 		$16.2M Buy
249,856
+4,280
+2% +$287K 5.08% 11
2024
Q4 		$16.2M Buy
245,576
+3,100
+1% +$210K 4.96% 11
2024
Q3 		$16M Buy
242,476
+9,444
+4% +$593K 4.83% 11
2024
Q2 		$14.1M Sell
233,032
-468
-0.2% -$28.4K 4.58% 11
2024
Q1 		$14.6M Buy
233,500
+2,720
+1% +$161K 4.81% 11
2023
Q4 		$13.4M Buy
230,780
+11,232
+5% +$600K 4.79% 11
2023
Q3 		$11.4M Buy
219,548
+2,456
+1% +$135K 4.66% 11
2023
Q2 		$11.9M Buy
217,092
+7,336
+3% +$385K 4.58% 11
2023
Q1 		$11.1M Buy
209,756
+4,240
+2% +$226K 4.5% 12
2022
Q4 		$10.5M Buy
205,516
+14,848
+8% +$756K 4.5% 11
2022
Q3 		$8.96M Buy
190,668
+15,688
+9% +$820K 4.24% 11
2022
Q2 		$8.62M Buy
174,980
+17,692
+11% +$956K 3.91% 12
2022
Q1 		$9.35M Buy
157,288
+8,804
+6% +$517K 3.73% 12
2021
Q4 		$9.46M Buy
148,484
+3,920
+3% +$246K 3.66% 11
2021
Q3 		$8.56M Buy
144,564
+4,208
+3% +$254K 3.6% 11
2021
Q2 		$8.33M Sell
140,356
-1,328
-0.9% -$77K 3.54% 11
2021
Q1 		$7.84M Buy
141,684
+8,060
+6% +$437K 3.56% 12
2020
Q4 		$6.91M Buy
133,624
+18,268
+16% +$885K 3.38% 12
2020
Q3 		$5.08M Buy
115,356
+24,948
+28% +$1.09M 3% 12
2020
Q2 		$3.71M Buy
90,408
+24,400
+37% +$935K 2.46% 13
2020
Q1 		$2.17M Buy
66,008
+35,028
+113% +$1.45M 1.76% 16
2019
Q4 		$1.38M Buy
30,980
+1,840
+6% +$79K 0.93% 22
2019
Q3 		$1.22M Buy
29,140
+96
+0.3% +$4.01K 0.93% 20
2019
Q2 		$1.21M Buy
29,044
+5,924
+26% +$242K 0.93% 20
2019
Q1 		$929K Sell
23,120
-1,264
-5% -$48.6K 0.76% 21
2018
Q4 		$842K Buy
+24,384
New +$915K 0.8% 22

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
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

Marshall Financial Group (Pennsylvania)'s VO Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard Mid-Cap ETF (VO) stake by 1.7% in Q3 2025, buying an estimated $293K and bringing the position to 243,592 shares worth $17.9M. The position accounts for 4.92% of the portfolio, ranked #11.

Marshall Financial Group (Pennsylvania) first reported a position in VO in Q4 2018 and has held it in 28 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 243,592 shares of Vanguard Mid-Cap ETF worth $17.9M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 4,080 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $293K.
  • Vanguard Mid-Cap ETF made up 4.92% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #11 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.