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NewSquare Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

NewSquare Capital’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 		– Sell
-680
Closed -$44.9K – 1234
2024
Q4 		$44.9K Buy
+680
New +$46.2K ﹤0.01% 195
2023
Q3 		– Sell
-68
Closed -$3.74K – 905
2023
Q2 		$3.74K Buy
+68
New +$3.56K ﹤0.01% 452
2023
Q1 		– Sell
-5,724
Closed -$292K – 956
2022
Q4 		$292K Sell
5,724
-228
-4% -$11.6K 0.04% 146
2022
Q3 		$280K Buy
5,952
+4,888
+459% +$255K 0.04% 143
2022
Q2 		$52K Hold
1,064
– – 0.01% 189
2022
Q1 		$63K Buy
+1,064
New +$62.4K 0.01% 194
2020
Q1 		– Sell
-80
Closed -$4K – 403
2019
Q4 		$4K Buy
+80
New +$3.44K ﹤0.01% 270

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

NewSquare Capital's VO Position: Q1 2025 in Review

NewSquare Capital sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 680 shares — an estimated $44.9K sold.

NewSquare Capital first reported a position in VO in Q4 2019 and held it in 7 quarters. The position peaked at $292K in Q4 2022. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • NewSquare Capital reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 680 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $44.9K.
  • NewSquare Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 7 quarters.
  • NewSquare Capital's Vanguard Mid-Cap ETF position peaked at $292K in Q4 2022.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.