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McKinley Carter Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History

McKinley Carter Wealth Services’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 		$1.5M Sell
20,864
-572
-3% -$42.5K 0.09% 144
2025
Q4 		$1.56M Sell
21,436
-1,492
-7% -$109K 0.09% 143
2025
Q3 		$1.68M Sell
22,928
-420
-2% -$30.2K 0.09% 133
2025
Q2 		$1.63M Sell
23,348
-72
-0.3% -$4.73K 0.09% 127
2025
Q1 		$1.51M Sell
23,420
-644
-3% -$43.2K 0.09% 133
2024
Q4 		$1.59M Sell
24,064
-72
-0.3% -$4.89K 0.1% 128
2024
Q3 		$1.59M Sell
24,136
-2,508
-9% -$157K 0.1% 132
2024
Q2 		$1.61M Sell
26,644
-648
-2% -$39.4K 0.1% 128
2024
Q1 		$1.7M Sell
27,292
-1,864
-6% -$110K 0.11% 119
2023
Q4 		$1.7M Sell
29,156
-1,384
-5% -$73.9K 0.12% 110
2023
Q3 		$1.59M Sell
30,540
-476
-2% -$26.1K 0.13% 114
2023
Q2 		$1.71M Sell
31,016
-60
-0.2% -$3.15K 0.13% 113
2023
Q1 		$1.64M Sell
31,076
-620
-2% -$33K 0.13% 112
2022
Q4 		$1.61M Sell
31,696
-3,896
-11% -$198K 0.14% 111
2022
Q3 		$1.67M Sell
35,592
-5,176
-13% -$270K 0.16% 96
2022
Q2 		$2.01M Sell
40,768
-1,504
-4% -$81.3K 0.18% 92
2022
Q1 		$2.51M Sell
42,272
-3,164
-7% -$186K 0.2% 86
2021
Q4 		$2.89M Sell
45,436
-8,528
-16% -$535K 0.22% 83
2021
Q3 		$3.19M Sell
53,964
-3,008
-5% -$182K 0.26% 77
2021
Q2 		$3.38M Sell
56,972
-3,972
-7% -$230K 0.28% 73
2021
Q1 		$3.37M Sell
60,944
-1,500
-2% -$81.4K 0.29% 75
2020
Q4 		$3.23M Buy
62,444
+43,256
+225% +$2.09M 0.42% 68
2020
Q3 		$846K Sell
19,188
-4,032
-17% -$176K 0.19% 80
2020
Q2 		$951K Sell
23,220
-11,652
-33% -$446K 0.23% 74
2020
Q1 		$1.15M Sell
34,872
-31,852
-48% -$1.32M 0.34% 60
2019
Q4 		$2.97M Sell
66,724
-2,736
-4% -$117K 0.7% 35
2019
Q3 		$2.91M Sell
69,460
-528
-0.8% -$22.1K 0.74% 34
2019
Q2 		$2.92M Sell
69,988
-3,168
-4% -$130K 0.79% 34
2019
Q1 		$2.94M Sell
73,156
-14,156
-16% -$544K 0.83% 33
2018
Q4 		$3.02M Sell
87,312
-17,364
-17% -$652K 1% 24
2018
Q3 		$4.3M Sell
104,676
-13,964
-12% -$570K 1.27% 14
2018
Q2 		$4.68M Sell
118,640
-20,752
-15% -$815K 1.51% 12
2018
Q1 		$5.37M Sell
139,392
-22,384
-14% -$881K 1.76% 11
2017
Q4 		$6.26M Sell
161,776
-55,152
-25% -$2.08M 2.15% 9
2017
Q3 		$7.97M Sell
216,928
-367,320
-63% -$13.2M 3.06% 6
2017
Q2 		$20.8M Buy
584,248
+6,968
+1% +$246K 9.21% 2
2017
Q1 		$20.1M Buy
577,280
+3,288
+0.6% +$113K 9.33% 2
2016
Q4 		$18.9M Buy
573,992
+328
+0.1% +$10.6K 9.55% 2
2016
Q3 		$18.6M Buy
573,664
+12,580
+2% +$404K 9.57% 2
2016
Q2 		$17.3M Buy
561,084
+19,436
+4% +$594K 9.02% 2
2016
Q1 		$16.4M Buy
541,648
+6,328
+1% +$179K 9.1% 2
2015
Q4 		$16.1M Sell
535,320
-18,028
-3% -$550K 9.2% 1
2015
Q3 		$16.1M Buy
553,348
+126,624
+30% +$3.95M 10.05% 1
2015
Q2 		$13.6M Buy
426,724
+70,020
+20% +$2.27M 7.37% 2
2015
Q1 		$11.8M Buy
+356,704
New +$11.2M 7.63% 2

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

McKinley Carter Wealth Services's VO Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Mid-Cap ETF (VO) stake by 2.7% in Q1 2026, selling an estimated $42.5K and leaving 20,864 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #144.

McKinley Carter Wealth Services first reported a position in VO in Q1 2015 and has held it in 45 quarters since. The position peaked at $20.8M in Q2 2017. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • McKinley Carter Wealth Services held 20,864 shares of Vanguard Mid-Cap ETF worth $1.5M as of Q1 2026.
  • McKinley Carter Wealth Services sold 572 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $42.5K.
  • Vanguard Mid-Cap ETF made up 0.09% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #144 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 45 quarters since.
  • McKinley Carter Wealth Services's Vanguard Mid-Cap ETF position peaked at $20.8M in Q2 2017.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.