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

Naviter 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
Q4 		– Sell
-4,384
Closed -$323K – 287
2025
Q3 		$323K Sell
4,384
-760
-15% -$54.6K 0.04% 229
2025
Q2 		$361K Buy
5,144
+144
+3% +$9.45K 0.04% 219
2025
Q1 		$323K Sell
5,000
-4
-0.1% -$268 0.04% 227
2024
Q4 		$330K Hold
5,004
– – 0.04% 229
2024
Q3 		$330K Buy
5,004
+128
+3% +$8.04K 0.05% 197
2024
Q2 		$296K Buy
4,876
+760
+18% +$46.2K 0.04% 198
2024
Q1 		$257K Sell
4,116
-848
-17% -$50.1K 0.04% 203
2023
Q4 		$289K Buy
+4,964
New +$265K 0.06% 186

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Naviter Wealth's VO Position: Q4 2025 in Review

Naviter Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 4,384 shares — an estimated $323K sold.

Naviter Wealth first reported a position in VO in Q4 2023 and held it in 8 quarters. The position peaked at $361K in Q2 2025. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Naviter Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Naviter Wealth sold 4,384 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $323K.
  • Naviter Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
  • Naviter Wealth's Vanguard Mid-Cap ETF position peaked at $361K in Q2 2025.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.