Mission Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Sell |
19,964
-2,048
| -9% | -$152K | 0.03% | 264 |
|
|
2025
Q4 | $1.6M | Buy |
22,012
+6,988
| +47% | +$508K | 0.03% | 248 |
|
|
2025
Q3 | $1.1M | Sell |
15,024
-3,716
| -20% | -$267K | 0.02% | 314 |
|
|
2025
Q2 | $1.31M | Buy |
18,740
+4,128
| +28% | +$271K | 0.03% | 275 |
|
|
2025
Q1 | $945K | Sell |
14,612
-136
| -0.9% | -$9.13K | 0.02% | 317 |
|
|
2024
Q4 | $974K | Sell |
14,748
-160
| -1% | -$10.9K | 0.02% | 296 |
|
|
2024
Q3 | $983K | Buy |
14,908
+1,572
| +12% | +$98.7K | 0.02% | 299 |
|
|
2024
Q2 | $807K | Sell |
13,336
-12,812
| -49% | -$779K | 0.02% | 321 |
|
|
2024
Q1 | $1.63M | Buy |
26,148
+14,812
| +131% | +$875K | 0.04% | 206 |
|
|
2023
Q4 | $659K | Sell |
11,336
-288
| -2% | -$15.4K | 0.02% | 312 |
|
|
2023
Q3 | $605K | Buy |
11,624
+344
| +3% | +$18.9K | 0.02% | 306 |
|
|
2023
Q2 | $621K | Sell |
11,280
-1,356
| -11% | -$71.1K | 0.02% | 301 |
|
|
2023
Q1 | $666K | Sell |
12,636
-3,508
| -22% | -$187K | 0.03% | 291 |
|
|
2022
Q4 | $823K | Sell |
16,144
-1,092
| -6% | -$55.6K | 0.04% | 239 |
|
|
2022
Q3 | $810K | Buy |
17,236
+1,060
| +7% | +$55.4K | 0.04% | 215 |
|
|
2022
Q2 | $797K | Buy |
16,176
+1,104
| +7% | +$59.6K | 0.04% | 228 |
|
|
2022
Q1 | $896K | Buy |
15,072
+720
| +5% | +$42.2K | 0.04% | 217 |
|
|
2021
Q4 | $914K | Buy |
14,352
+6,100
| +74% | +$382K | 0.04% | 205 |
|
|
2021
Q3 | $488K | Sell |
8,252
-2,104
| -20% | -$127K | 0.02% | 290 |
|
|
2021
Q2 | $615K | Buy |
10,356
+36
| +0.3% | +$2.09K | 0.03% | 253 |
|
|
2021
Q1 | $571K | Sell |
10,320
-204
| -2% | -$11.1K | 0.03% | 238 |
|
|
2020
Q4 | $544K | Buy |
10,524
+472
| +5% | +$22.9K | 0.03% | 223 |
|
|
2020
Q3 | $443K | Buy |
10,052
+8
| +0.1% | +$349 | 0.03% | 217 |
|
|
2020
Q2 | $412K | Hold |
10,044
| – | – | 0.04% | 202 |
|
|
2020
Q1 | $331K | Buy |
10,044
+1,624
| +19% | +$67.3K | 0.04% | 202 |
|
|
2019
Q4 | $375K | Buy |
8,420
+16
| +0.2% | +$687 | 0.04% | 213 |
|
|
2019
Q3 | $352K | Buy |
8,404
+2,616
| +45% | +$109K | 0.04% | 210 |
|
|
2019
Q2 | $242K | Sell |
5,788
-340
| -6% | -$13.9K | 0.03% | 270 |
|
|
2019
Q1 | $246K | Buy |
+6,128
| New | +$236K | 0.03% | 268 |
|
|
2018
Q4 | – | Sell |
-6,416
| Closed | -$263K | – | 301 |
|
|
2018
Q3 | $263K | Buy |
6,416
+868
| +16% | +$35.4K | 0.03% | 228 |
|
|
2018
Q2 | $219K | Hold |
5,548
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $214K | Hold |
5,548
| – | – | 0.03% | 214 |
|
|
2017
Q4 | $215K | Hold |
5,548
| – | – | 0.04% | 204 |
|
|
2017
Q3 | $204K | Buy |
+5,548
| New | +$200K | 0.04% | 186 |
|
|
2017
Q2 | – | Sell |
-5,872
| Closed | -$204K | – | 204 |
|
|
2017
Q1 | $204K | Buy |
+5,872
| New | +$202K | 0.04% | 177 |
|
Other funds holding VO
Mission Wealth Management's VO Position: Q1 2026 in Review
Mission Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 9.3% in Q1 2026, selling an estimated $152K and leaving 19,964 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #264.
Mission Wealth Management first reported a position in VO in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.63M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Mission Wealth Management held 19,964 shares of Vanguard Mid-Cap ETF worth $1.43M as of Q1 2026.
- Mission Wealth Management sold 2,048 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $152K.
- Vanguard Mid-Cap ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #264 holding.
- Mission Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 35 quarters since.
- Mission Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.63M in Q1 2024.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.