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

Moloney Securities 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
2025 Q3	$559K	Sell	7,612 -36	-0.5%	-$2.58K	0.07%	264
2025 Q2	$535K	Sell	7,648 -268	-3%	-$17.6K	0.07%	257
2025 Q1	$512K	Sell	7,916 -208	-3%	-$14K	0.07%	250
2024 Q4	$536K	Sell	8,124 -1,948	-19%	-$132K	0.07%	251
2024 Q3	$664K	Buy	10,072 +2,632	+35%	+$165K	0.09%	243
2024 Q2	$450K	Sell	7,440 -916	-11%	-$55.7K	0.07%	286
2024 Q1	$522K	Sell	8,356 -28	-0.3%	-$1.66K	0.08%	257
2023 Q4	$488K	Buy	8,384 +3,052	+57%	+$163K	0.08%	248
2023 Q3	$278K	Buy	5,332 +364	+7%	+$20K	0.05%	327
2023 Q2	$273K	Buy	+4,968	New	+$260K	0.05%	329
2022 Q1	–	Sell	-48,516	Closed	-$3.09M	–	461
2021 Q4	$3.09M	Buy	48,516 +14,972	+45%	+$939K	0.52%	43
2021 Q3	$1.99M	Buy	+33,544	New	+$2.03M	0.36%	84
2019 Q4	–	Sell	-5,456	Closed	-$229K	–	374
2019 Q3	$229K	Buy	5,456 +4	+0.1%	+$167	0.08%	277
2019 Q2	$228K	Sell	5,452 -12	-0.2%	-$491	0.08%	262
2019 Q1	$220K	Buy	+5,464	New	+$210K	0.08%	263

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moloney Securities Asset Management's VO Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.47% in Q3 2025, selling an estimated $2.58K and leaving 7,612 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #264.

Moloney Securities Asset Management first reported a position in VO in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.09M in Q4 2021. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Moloney Securities Asset Management held 7,612 shares of Vanguard Mid-Cap ETF worth $559K as of Q3 2025.
Moloney Securities Asset Management sold 36 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $2.58K.
Vanguard Mid-Cap ETF made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #264 holding.
Moloney Securities Asset Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 15 quarters since.
Moloney Securities Asset Management's Vanguard Mid-Cap ETF position peaked at $3.09M in Q4 2021.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.