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

Orser 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	-3,040	Closed	-$213K	–	74
2025 Q2	$213K	Buy	+3,040	New	+$200K	0.15%	46
2022 Q3	–	Sell	-4,140	Closed	-$204K	–	45
2022 Q2	$204K	Sell	4,140 -340	-8%	-$18.4K	0.26%	48
2022 Q1	$266K	Sell	4,480 -360	-7%	-$21.1K	0.16%	76
2021 Q4	$308K	Buy	4,840 +1,040	+27%	+$65.2K	0.16%	80
2021 Q3	$225K	Hold	3,800	–	–	0.12%	84
2021 Q2	$225K	Buy	+3,800	New	+$220K	0.12%	92
2020 Q1	–	Sell	-6,100	Closed	-$271K	–	80
2019 Q4	$271K	Buy	6,100 +720	+13%	+$30.9K	0.26%	71
2019 Q3	$226K	Hold	5,380	–	–	0.26%	66
2019 Q2	$247K	Sell	5,380 -520	-9%	-$21.3K	0.25%	62
2019 Q1	$237K	Sell	5,900 -880	-13%	-$33.8K	0.26%	64
2018 Q4	$261K	Hold	6,780	–	–	0.3%	63
2018 Q3	$261K	Buy	+6,780	New	+$277K	0.25%	74
2018 Q1	–	Sell	-11,820	Closed	-$474K	–	112
2017 Q4	$474K	Buy	+11,820	New	+$446K	0.42%	76

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Orser Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 3,040 shares — an estimated $213K sold.

Orser Capital Management first reported a position in VO in Q4 2017 and held it in 13 quarters. The position peaked at $474K in Q4 2017. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Orser Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Orser Capital Management sold 3,040 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $213K.
Orser Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 13 quarters.
Orser Capital Management's Vanguard Mid-Cap ETF position peaked at $474K in Q4 2017.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Orser Capital Management's 13F filing for Q3 2025, filed 7 Oct 2025.