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

Objective 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
2026
Q1 		$3.19M Sell
44,416
-1,156
-3% -$85.9K 3.22% 6
2025
Q4 		$3.31M Buy
45,572
+44
+0.1% +$3.2K 3.37% 5
2025
Q3 		$3.34M Buy
45,528
+168
+0.4% +$12.1K 3.46% 5
2025
Q2 		$3.17M Buy
45,360
+400
+0.9% +$26.3K 3.56% 5
2025
Q1 		$2.91M Sell
44,960
-164
-0.4% -$11K 3.71% 5
2024
Q4 		$2.98M Buy
45,124
+436
+1% +$29.6K 1.99% 10
2024
Q3 		$2.95M Buy
+44,688
New +$2.81M 1.73% 15
2024
Q1 		$2.83M Sell
45,284
-144
-0.3% -$8.51K 1.91% 11
2023
Q4 		$2.64M Buy
45,428
+624
+1% +$33.3K 2.01% 12
2023
Q3 		$2.33M Buy
44,804
+128
+0.3% +$7.02K 2.07% 14
2023
Q2 		$2.46M Sell
44,676
-4,056
-8% -$213K 2.15% 12
2023
Q1 		$2.57M Buy
48,732
+480
+1% +$25.5K 2.35% 10
2022
Q4 		$2.46M Buy
48,252
+84
+0.2% +$4.28K 2.44% 9
2022
Q3 		$2.26M Buy
48,168
+492
+1% +$25.7K 2.41% 9
2022
Q2 		$2.35M Buy
47,676
+504
+1% +$27.2K 2.37% 10
2022
Q1 		$2.81M Buy
47,172
+868
+2% +$50.9K 2.16% 10
2021
Q4 		$2.95M Buy
+46,304
New +$2.9M 2.09% 11

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

Objective Capital Management's VO Position: Q1 2026 in Review

Objective Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 2.5% in Q1 2026, selling an estimated $85.9K and leaving 44,416 shares worth $3.19M. The position accounts for 3.22% of the portfolio, ranked #6.

Objective Capital Management first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.34M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Objective Capital Management held 44,416 shares of Vanguard Mid-Cap ETF worth $3.19M as of Q1 2026.
  • Objective Capital Management sold 1,156 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $85.9K.
  • Vanguard Mid-Cap ETF made up 3.22% of Objective Capital Management's portfolio in Q1 2026, its #6 holding.
  • Objective Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Objective Capital Management's Vanguard Mid-Cap ETF position peaked at $3.34M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.