McDonald Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

McDonald Partners’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	$799K	Buy	11,132 +5,584	+101%	+$415K	0.19%	113
2025 Q4	$403K	Buy	5,548 +368	+7%	+$26.8K	0.13%	144
2025 Q3	$380K	Buy	5,180 +24	+0.5%	+$1.72K	0.11%	165
2025 Q2	$361K	Buy	+5,156	New	+$338K	0.09%	198
2022 Q3	–	Sell	-5,808	Closed	-$286K	–	287
2022 Q2	$286K	Buy	5,808 +268	+5%	+$14.5K	0.07%	241
2022 Q1	$329K	Sell	5,540 -7,660	-58%	-$449K	0.07%	245
2021 Q4	$841K	Buy	13,200 +7,384	+127%	+$463K	0.78%	36
2021 Q3	$344K	Hold	5,816	–	–	0.08%	235
2021 Q2	$345K	Sell	5,816 -136	-2%	-$7.88K	0.08%	232
2021 Q1	$329K	Hold	5,952	–	–	0.08%	229
2020 Q4	$308K	Buy	+5,952	New	+$288K	0.09%	224

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

McDonald Partners's VO Position: Q1 2026 in Review

McDonald Partners increased its Vanguard Mid-Cap ETF (VO) stake by 101% in Q1 2026, buying an estimated $415K and bringing the position to 11,132 shares worth $799K. The position accounts for 0.19% of the portfolio, ranked #113.

McDonald Partners first reported a position in VO in Q4 2020 and has held it in 11 quarters since. The position peaked at $841K in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

McDonald Partners held 11,132 shares of Vanguard Mid-Cap ETF worth $799K as of Q1 2026.
McDonald Partners bought 5,584 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $415K.
Vanguard Mid-Cap ETF made up 0.19% of McDonald Partners's portfolio in Q1 2026, its #113 holding.
McDonald Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 11 quarters since.
McDonald Partners's Vanguard Mid-Cap ETF position peaked at $841K in Q4 2021.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.