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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 		– Hold
0
– – – 272
2025
Q4 		– Hold
0
– -$264K – 335
2025
Q3 		– Hold
0
– – – 286
2025
Q2 		– Hold
0
– – – 281
2025
Q1 		– Hold
0
– – – 281

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. 2,385 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.
  • 2,385 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.