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Nicolet Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Nicolet Advisory Services’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 		$32.3M Buy
431,604
+59,752
+16% +$4.35M 2.17% 9
2025
Q3 		$27.3M Sell
371,852
-804
-0.2% -$57.7K 2.12% 9
2025
Q2 		$26.3M Sell
372,656
-2,764
-0.7% -$181K 2.23% 9
2025
Q1 		$22.5M Sell
375,420
-3,144
-0.8% -$211K 2.23% 10
2024
Q4 		$24.9M Sell
378,564
-372
-0.1% -$25.3K 2.28% 9
2024
Q3 		$24.8M Sell
378,936
-4,624
-1% -$290K 2.34% 9
2024
Q2 		$23.3M Sell
383,560
-10,416
-3% -$633K 2.24% 8
2024
Q1 		$24.4M Sell
393,976
-32,244
-8% -$1.91M 2.47% 8
2023
Q4 		$24.3M Sell
426,220
-5,436
-1% -$290K 2.61% 8
2023
Q3 		$22.1M Buy
431,656
+1,572
+0.4% +$86.2K 2.45% 8
2023
Q2 		$23.4M Buy
430,084
+18,712
+5% +$981K 2.57% 7
2023
Q1 		$21.3M Buy
411,372
+43,284
+12% +$2.3M 2.45% 7
2022
Q4 		$19.6M Buy
368,088
+109,224
+42% +$5.56M 2.6% 6
2022
Q3 		$12.3M Sell
258,864
-5,676
-2% -$297K 2.01% 7
2022
Q2 		$13.4M Sell
264,540
-2,316
-0.9% -$125K 2% 8
2022
Q1 		$15.7M Buy
266,856
+3,584
+1% +$210K 2.05% 6
2021
Q4 		$16.8M Buy
263,272
+740
+0.3% +$46.4K 2.06% 6
2021
Q3 		$15.5M Sell
262,532
-752
-0.3% -$45.4K 1.97% 7
2021
Q2 		$15.6M Sell
263,284
-1,544
-0.6% -$89.5K 2.04% 7
2021
Q1 		$14.7M Sell
264,828
-28,252
-10% -$1.53M 2.06% 7
2020
Q4 		$15.2M Sell
293,080
-18,200
-6% -$881K 2.12% 7
2020
Q3 		$13.7M Buy
311,280
+8,372
+3% +$365K 2.13% 7
2020
Q2 		$12.4M Buy
302,908
+118,428
+64% +$4.54M 1.91% 8
2020
Q1 		$6.07M Buy
184,480
+55,868
+43% +$2.31M 1.07% 21
2019
Q4 		$5.73M Buy
128,612
+13,844
+12% +$594K 0.9% 23
2019
Q3 		$4.81M Buy
114,768
+420
+0.4% +$17.6K 0.73% 26
2019
Q2 		$4.78M Buy
114,348
+6,748
+6% +$276K 0.73% 25
2019
Q1 		$4.32M Buy
+107,600
New +$4.14M 0.73% 26

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

Nicolet Advisory Services's VO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 16% in Q4 2025, buying an estimated $4.35M and bringing the position to 431,604 shares worth $32.3M. The position accounts for 2.17% of the portfolio, ranked #9.

Nicolet Advisory Services first reported a position in VO in Q1 2019 and has held it in 28 quarters since. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Nicolet Advisory Services held 431,604 shares of Vanguard Mid-Cap ETF worth $32.3M as of Q4 2025.
  • Nicolet Advisory Services bought 59,752 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $4.35M.
  • Vanguard Mid-Cap ETF made up 2.17% of Nicolet Advisory Services's portfolio in Q4 2025, its #9 holding.
  • Nicolet Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.