McLean Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

McLean Asset Management’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	$311K	Buy	4,328 +128	+3%	+$9.51K	0.05%	128
2025 Q4	$315K	Hold	4,200	–	–	0.06%	128
2025 Q3	$310K	Hold	4,200	–	–	0.06%	130
2025 Q2	$297K	Hold	4,200	–	–	0.08%	125
2025 Q1	$240K	Buy	4,200 +524	+14%	+$35.2K	0.08%	132
2024 Q4	$243K	Hold	3,676	–	–	0.07%	137
2024 Q3	$242K	Sell	3,676 -120	-3%	-$7.53K	0.07%	138
2024 Q2	$231K	Buy	3,796 +120	+3%	+$7.29K	0.07%	142
2024 Q1	$227K	Hold	3,676	–	–	0.08%	141
2023 Q4	$210K	Buy	+3,676	New	+$196K	0.08%	138
2023 Q3	–	Sell	-3,736	Closed	-$206K	–	138
2023 Q2	$206K	Buy	+3,736	New	+$196K	0.08%	129
2021 Q3	–	Sell	-4,304	Closed	-$251K	–	136
2021 Q2	$251K	Hold	4,304	–	–	0.11%	91
2021 Q1	$252K	Hold	4,304	–	–	0.2%	83
2020 Q4	$222K	Buy	+4,304	New	+$208K	0.2%	84

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

McLean Asset Management's VO Position: Q1 2026 in Review

McLean Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 3% in Q1 2026, buying an estimated $9.51K and bringing the position to 4,328 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #128.

McLean Asset Management first reported a position in VO in Q4 2020 and has held it in 14 quarters since. The position peaked at $315K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

McLean Asset Management held 4,328 shares of Vanguard Mid-Cap ETF worth $311K as of Q1 2026.
McLean Asset Management bought 128 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $9.51K.
Vanguard Mid-Cap ETF made up 0.05% of McLean Asset Management's portfolio in Q1 2026, its #128 holding.
McLean Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
McLean Asset Management's Vanguard Mid-Cap ETF position peaked at $315K in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.