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Monterey Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Monterey Private Wealth’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
Q1 		$871K Sell
13,480
-180
-1% -$12.1K 0.26% 44
2024
Q4 		$902K Buy
13,660
+2,052
+18% +$139K 0.3% 42
2024
Q3 		$766K Sell
11,608
-348
-3% -$21.9K 0.26% 46
2024
Q2 		$724K Sell
11,956
-628
-5% -$38.2K 0.27% 49
2024
Q1 		$786K Buy
12,584
+2,184
+21% +$129K 0.32% 42
2023
Q4 		$605K Sell
10,400
-636
-6% -$34K 0.27% 46
2023
Q3 		$575K Sell
11,036
-56
-0.5% -$3.07K 0.29% 45
2023
Q2 		$610K Buy
11,092
+620
+6% +$32.5K 0.3% 46
2023
Q1 		$552K Buy
10,472
+2,016
+24% +$107K 0.28% 48
2022
Q4 		$431K Sell
8,456
-284
-3% -$14.5K 0.23% 53
2022
Q3 		$414K Sell
8,740
-492
-5% -$25.7K 0.25% 53
2022
Q2 		$455K Sell
9,232
-8,848
-49% -$478K 0.26% 52
2022
Q1 		$572K Buy
18,080
+9,232
+104% +$542K 0.28% 55
2021
Q4 		$564K Buy
8,848
+880
+11% +$55.2K 0.28% 56
2021
Q3 		$476K Buy
7,968
+2,160
+37% +$131K 0.27% 55
2021
Q2 		$345K Buy
5,808
+16
+0.3% +$927 0.2% 65
2021
Q1 		$339K Buy
5,792
+1,376
+31% +$74.7K 0.19% 62
2020
Q4 		$228K Buy
+4,416
New +$214K 0.13% 79

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monterey Private Wealth's VO Position: Q1 2025 in Review

Monterey Private Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q1 2025, selling an estimated $12.1K and leaving 13,480 shares worth $871K. The position accounts for 0.26% of the portfolio, ranked #44.

Monterey Private Wealth first reported a position in VO in Q4 2020 and has held it in 18 quarters since. The position peaked at $902K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Monterey Private Wealth held 13,480 shares of Vanguard Mid-Cap ETF worth $871K as of Q1 2025.
  • Monterey Private Wealth sold 180 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $12.1K.
  • Vanguard Mid-Cap ETF made up 0.26% of Monterey Private Wealth's portfolio in Q1 2025, its #44 holding.
  • Monterey Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Monterey Private Wealth's Vanguard Mid-Cap ETF position peaked at $902K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.