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My Personal CFO LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

My Personal CFO LLC’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 		$3.01M Sell
41,944
-4,368
-9% -$325K 1.32% 19
2025
Q4 		$3.36M Buy
46,312
+41,952
+962% +$3.05M 1.4% 16
2025
Q3 		$320K Sell
4,360
-51,380
-92% -$3.69M 0.12% 69
2025
Q2 		$3.9M Sell
55,740
-612
-1% -$40.2K 1.77% 14
2025
Q1 		$3.64M Buy
56,352
+136
+0.2% +$9.13K 1.84% 12
2024
Q4 		$3.71M Buy
56,216
+9,916
+21% +$673K 1.9% 11
2024
Q3 		$3.05M Sell
46,300
-3,788
-8% -$238K 1.67% 14
2024
Q2 		$3.03M Buy
50,088
+10,004
+25% +$608K 1.62% 14
2024
Q1 		$2.5M Buy
40,084
+4,556
+13% +$269K 1.44% 17
2023
Q4 		$2.07M Buy
35,528
+10,316
+41% +$551K 1.35% 18
2023
Q3 		$1.31M Buy
25,212
+128
+0.5% +$7.02K 1.06% 27
2023
Q2 		$1.38M Buy
+25,084
New +$1.32M 1.08% 27
2023
Q1 		– Sell
-3,268
Closed -$166K – 799
2022
Q4 		$166K Buy
+3,268
New +$166K 0.15% 73

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

My Personal CFO LLC's VO Position: Q1 2026 in Review

My Personal CFO LLC reduced its Vanguard Mid-Cap ETF (VO) stake by 9.4% in Q1 2026, selling an estimated $325K and leaving 41,944 shares worth $3.01M. The position accounts for 1.32% of the portfolio, ranked #19.

My Personal CFO LLC first reported a position in VO in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.9M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • My Personal CFO LLC held 41,944 shares of Vanguard Mid-Cap ETF worth $3.01M as of Q1 2026.
  • My Personal CFO LLC sold 4,368 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $325K.
  • Vanguard Mid-Cap ETF made up 1.32% of My Personal CFO LLC's portfolio in Q1 2026, its #19 holding.
  • My Personal CFO LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • My Personal CFO LLC's Vanguard Mid-Cap ETF position peaked at $3.9M in Q2 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.