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

MONECO 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 		$1.89M Sell
26,320
-2,696
-9% -$200K 0.15% 144
2025
Q4 		$2.11M Sell
29,016
-1,084
-4% -$78.9K 0.17% 135
2025
Q3 		$2.21M Sell
30,100
-18,792
-38% -$1.35M 0.18% 119
2025
Q2 		$3.42M Sell
48,892
-17,472
-26% -$1.15M 0.32% 62
2025
Q1 		$4.29M Sell
66,364
-32,068
-33% -$2.15M 0.44% 44
2024
Q4 		$6.5M Sell
98,432
-7,456
-7% -$506K 0.69% 31
2024
Q3 		$6.98M Buy
105,888
+952
+0.9% +$59.8K 0.87% 30
2024
Q2 		$6.35M Buy
104,936
+432
+0.4% +$26.3K 0.93% 23
2024
Q1 		$6.53M Buy
104,504
+10,472
+11% +$619K 1.04% 19
2023
Q4 		$5.47M Buy
94,032
+72,776
+342% +$3.89M 1.04% 18
2023
Q3 		$1.11M Sell
21,256
-24
-0.1% -$1.32K 0.3% 82
2023
Q2 		$1.17M Sell
21,280
-2,808
-12% -$147K 0.32% 75
2023
Q1 		$1.27M Sell
24,088
-1,820
-7% -$96.8K 0.37% 66
2022
Q4 		$1.32M Sell
25,908
-3,984
-13% -$203K 0.48% 46
2022
Q3 		$1.41M Sell
29,892
-2,732
-8% -$143K 0.56% 41
2022
Q2 		$1.61M Sell
32,624
-3,988
-11% -$215K 0.62% 39
2022
Q1 		$2.18M Sell
36,612
-1,832
-5% -$107K 0.8% 27
2021
Q4 		$2.24M Buy
38,444
+4,056
+12% +$254K 0.84% 22
2021
Q3 		$2.04M Buy
34,388
+18,352
+114% +$1.11M 0.8% 28
2021
Q2 		$952K Sell
16,036
-1,112
-6% -$64.4K 0.44% 57
2021
Q1 		$949K Buy
17,148
+224
+1% +$12.2K 0.46% 55
2020
Q4 		$904K Buy
16,924
+3,080
+22% +$149K 0.5% 50
2020
Q3 		$610K Buy
13,844
+1,188
+9% +$51.8K 0.39% 63
2020
Q2 		$519K Buy
12,656
+148
+1% +$5.67K 0.41% 61
2020
Q1 		$412K Sell
12,508
-1,304
-9% -$54K 0.42% 59
2019
Q4 		$634K Buy
13,812
+720
+5% +$30.9K 0.45% 54
2019
Q3 		$549K Buy
13,092
+400
+3% +$16.7K 0.43% 55
2019
Q2 		$530K Buy
12,692
+288
+2% +$11.8K 0.43% 52
2019
Q1 		$498K Buy
12,404
+40
+0.3% +$1.54K 0.4% 59
2018
Q4 		$427K Buy
+12,364
New +$464K 0.5% 47

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MONECO Advisors's VO Position: Q1 2026 in Review

MONECO Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 9.3% in Q1 2026, selling an estimated $200K and leaving 26,320 shares worth $1.89M. The position accounts for 0.15% of the portfolio, ranked #144.

MONECO Advisors first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.98M in Q3 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • MONECO Advisors held 26,320 shares of Vanguard Mid-Cap ETF worth $1.89M as of Q1 2026.
  • MONECO Advisors sold 2,696 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $200K.
  • Vanguard Mid-Cap ETF made up 0.15% of MONECO Advisors's portfolio in Q1 2026, its #144 holding.
  • MONECO Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Vanguard Mid-Cap ETF position peaked at $6.98M in Q3 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.