Medallion Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Medallion Wealth Advisors’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	$1.88M	Buy	26,172 +352	+1%	+$26.2K	0.61%	40
2025 Q4	$1.87M	Sell	25,820 -48	-0.2%	-$3.49K	0.63%	34
2025 Q3	$1.9M	Buy	25,868 +1,148	+5%	+$82.4K	0.67%	33
2025 Q2	$1.73M	Buy	24,720 +1,076	+5%	+$70.6K	0.67%	33
2025 Q1	$1.53M	Buy	23,644 +3,556	+18%	+$239K	0.7%	34
2024 Q4	$1.31M	Buy	+20,088	New	+$1.36M	0.65%	34

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

Medallion Wealth Advisors's VO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q1 2026, buying an estimated $26.2K and bringing the position to 26,172 shares worth $1.88M. The position accounts for 0.61% of the portfolio, ranked #40.

Medallion Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Medallion Wealth Advisors held 26,172 shares of Vanguard Mid-Cap ETF worth $1.88M as of Q1 2026.
Medallion Wealth Advisors bought 352 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $26.2K.
Vanguard Mid-Cap ETF made up 0.61% of Medallion Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Medallion Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.9M in Q3 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.