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

Moser Wealth 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
2025 Q2	$639K	Hold	9,140	–	–	0.31%	57
2025 Q1	$591K	Buy	9,140 +540	+6%	+$36.2K	0.31%	57
2024 Q4	$568K	Sell	8,600 -520	-6%	-$35.3K	0.3%	56
2024 Q3	$602K	Sell	9,120 -140	-2%	-$8.79K	0.31%	54
2024 Q2	$560K	Hold	9,260	–	–	0.3%	55
2024 Q1	$578K	Hold	9,260	–	–	0.32%	57
2023 Q4	$539K	Hold	9,260	–	–	0.34%	53
2023 Q3	$482K	Sell	9,260 -140	-1%	-$7.68K	0.34%	53
2023 Q2	$517K	Buy	+9,400	New	+$493K	0.35%	53
2022 Q4	$479K	Hold	9,400	–	–	0.36%	51
2022 Q3	$442K	Hold	9,400	–	–	0.35%	53
2022 Q2	$463K	Hold	9,400	–	–	0.34%	55
2022 Q1	$559K	Hold	9,400	–	–	0.35%	53
2021 Q4	$599K	Hold	9,400	–	–	0.36%	50
2021 Q3	$556K	Hold	9,400	–	–	0.36%	51
2021 Q2	$558K	Hold	9,400	–	–	0.36%	51
2021 Q1	$520K	Hold	9,400	–	–	0.37%	50
2020 Q4	$486K	Hold	9,400	–	–	0.36%	49
2020 Q3	$414K	Hold	9,400	–	–	0.33%	48
2020 Q2	$385K	Hold	9,400	–	–	0.37%	43
2020 Q1	$309K	Hold	9,400	–	–	0.36%	42
2019 Q4	$419K	Buy	+9,400	New	+$404K	0.4%	44

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Moser Wealth Advisors's VO Position: Q2 2025 in Review

Moser Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2025 at 9,140 shares worth $639K. The position accounts for 0.31% of the portfolio, ranked #57.

Moser Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 22 quarters since. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Moser Wealth Advisors held 9,140 shares of Vanguard Mid-Cap ETF worth $639K as of Q2 2025.
Moser Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2025.
Vanguard Mid-Cap ETF made up 0.31% of Moser Wealth Advisors's portfolio in Q2 2025, its #57 holding.
Moser Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.