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MOTCO’s Vanguard Mid-Cap ETF VO Stock Holding History

MOTCO’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 		$68.9K Sell
960
-116
-11% -$8.62K 0.01% 300
2025
Q4 		$78.1K Buy
1,076
+116
+12% +$8.44K 0.01% 293
2025
Q3 		$70.5K Hold
960
– – 0.01% 303
2025
Q2 		$68.6K Hold
960
– – 0.01% 283
2025
Q1 		$62.1K Hold
960
– – 0.01% 275
2024
Q4 		$63.4K Hold
960
– – 0.01% 265
2024
Q3 		$63.3K Hold
960
– – 0.01% 305
2024
Q2 		$58.1K Hold
960
– – ﹤0.01% 397
2024
Q1 		$60K Hold
960
– – ﹤0.01% 380
2023
Q4 		$55.8K Hold
960
– – ﹤0.01% 344
2023
Q3 		$50K Sell
960
-76
-7% -$4.17K ﹤0.01% 357
2023
Q2 		$57K Hold
1,036
– – ﹤0.01% 338
2023
Q1 		$54.6K Sell
1,036
-972
-48% -$51.7K ﹤0.01% 329
2022
Q4 		$102K Sell
2,008
-888
-31% -$45.2K 0.01% 280
2022
Q3 		$136K Hold
2,896
– – 0.01% 254
2022
Q2 		$143K Sell
2,896
-2,392
-45% -$129K 0.01% 257
2022
Q1 		$314K Buy
5,288
+1,244
+31% +$73K 0.02% 200
2021
Q4 		$258K Sell
4,044
-4,420
-52% -$277K 0.02% 212
2021
Q3 		$501K Hold
8,464
– – 0.03% 170
2021
Q2 		$502K Buy
8,464
+7,504
+782% +$435K 0.03% 167
2021
Q1 		$53K Hold
960
– – ﹤0.01% 339
2020
Q4 		$50K Sell
960
-644
-40% -$31.2K ﹤0.01% 356
2020
Q3 		$71K Buy
1,604
+1,464
+1,046% +$63.8K 0.01% 312
2020
Q2 		$6K Buy
+140
New +$5.36K ﹤0.01% 470
2019
Q1 		– Sell
-484
Closed -$17K – 569
2018
Q4 		$17K Buy
+484
New +$18.2K ﹤0.01% 406
2016
Q2 		– Sell
-40
Closed -$1K – 514
2016
Q1 		$1K Sell
40
-36
-47% -$1.02K ﹤0.01% 492
2015
Q4 		$2K Buy
+76
New +$2.32K ﹤0.01% 470

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

MOTCO's VO Position: Q1 2026 in Review

MOTCO reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, selling an estimated $8.62K and leaving 960 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #300.

MOTCO first reported a position in VO in Q4 2015 and has held it in 27 quarters since. The position peaked at $502K in Q2 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • MOTCO held 960 shares of Vanguard Mid-Cap ETF worth $68.9K as of Q1 2026.
  • MOTCO sold 116 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.62K.
  • Vanguard Mid-Cap ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #300 holding.
  • MOTCO first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 27 quarters since.
  • MOTCO's Vanguard Mid-Cap ETF position peaked at $502K in Q2 2021.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.