Midwest Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Midwest Capital 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	$231K	Sell	3,212 -288	-8%	-$21.4K	0.11%	50
2025 Q4	$254K	Buy	3,500 +12	+0.3%	+$873	0.12%	47
2025 Q3	$256K	Hold	3,488	–	–	0.12%	45
2025 Q2	$244K	Sell	3,488 -2,420	-41%	-$159K	0.13%	45
2025 Q1	$382K	Sell	5,908 -1,196	-17%	-$80.3K	0.23%	39
2024 Q4	$469K	Buy	+7,104	New	+$482K	0.34%	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

Midwest Capital Advisors's VO Position: Q1 2026 in Review

Midwest Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 8.2% in Q1 2026, selling an estimated $21.4K and leaving 3,212 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #50.

Midwest Capital Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $469K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Midwest Capital Advisors held 3,212 shares of Vanguard Mid-Cap ETF worth $231K as of Q1 2026.
Midwest Capital Advisors sold 288 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $21.4K.
Vanguard Mid-Cap ETF made up 0.11% of Midwest Capital Advisors's portfolio in Q1 2026, its #50 holding.
Midwest Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's Vanguard Mid-Cap ETF position peaked at $469K in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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