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

Northwest Capital Management’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
Q3 		– Sell
-52,972
Closed -$3.71M – 347
2025
Q2 		$3.71M Sell
52,972
-10,232
-16% -$672K 2.01% 10
2025
Q1 		$4.09M Buy
63,204
+63,024
+35,013% +$4.23M 1.68% 16
2024
Q4 		$11.9K Hold
180
– – 0.01% 297
2024
Q3 		$11.9K Hold
180
– – ﹤0.01% 312
2024
Q2 		$10.9K Sell
180
-276
-61% -$16.8K ﹤0.01% 314
2024
Q1 		$28.5K Hold
456
– – 0.01% 276
2023
Q4 		$26.5K Hold
456
– – 0.01% 274
2023
Q3 		$23.7K Hold
456
– – 0.01% 269
2023
Q2 		$25.1K Buy
+456
New +$23.9K 0.01% 270
2021
Q4 		– Sell
-4,288
Closed -$271K – 104
2021
Q3 		$271K Buy
4,288
+4
+0.1% +$242 0.14% 75
2021
Q2 		$258K Sell
4,284
-72
-2% -$4.17K 0.15% 70
2021
Q1 		$241K Sell
4,356
-92
-2% -$4.99K 0.18% 56
2020
Q4 		$230K Buy
+4,448
New +$215K 0.17% 57
2020
Q2 		– Sell
-11,580
Closed -$381K – 57
2020
Q1 		$381K Sell
11,580
-1,968
-15% -$81.5K 0.38% 32
2019
Q4 		$604K Sell
13,548
-300
-2% -$12.9K 0.55% 28
2019
Q3 		$580K Sell
13,848
-1,328
-9% -$55.5K 0.61% 26
2019
Q2 		$634K Sell
15,176
-680
-4% -$27.8K 0.69% 25
2019
Q1 		$637K Hold
15,856
– – 0.77% 25
2018
Q4 		$548K Buy
+15,856
New +$595K 0.77% 32

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
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

Northwest Capital Management's VO Position: Q3 2025 in Review

Northwest Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 52,972 shares — an estimated $3.71M sold.

Northwest Capital Management first reported a position in VO in Q4 2018 and held it in 19 quarters. The position peaked at $4.09M in Q1 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Northwest Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 52,972 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $3.71M.
  • Northwest Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 19 quarters.
  • Northwest Capital Management's Vanguard Mid-Cap ETF position peaked at $4.09M in Q1 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.