Oxbow Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Oxbow Advisors’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	$920K	Hold	12,820	–	–	0.08%	141
2025 Q4	$930K	Hold	12,820	–	–	0.08%	142
2025 Q3	$941K	Hold	12,820	–	–	0.09%	128
2025 Q2	$897K	Hold	12,820	–	–	0.1%	115
2025 Q1	$829K	Sell	12,820 -780	-6%	-$52.3K	0.09%	119
2024 Q4	$898K	Hold	13,600	–	–	0.11%	115
2024 Q3	$897K	Hold	13,600	–	–	0.09%	111
2024 Q2	$823K	Hold	13,600	–	–	0.1%	110
2024 Q1	$850K	Sell	13,600 -1,600	-11%	-$94.6K	0.12%	96
2023 Q4	$884K	Hold	15,200	–	–	0.13%	89
2023 Q3	$791K	Hold	15,200	–	–	0.12%	87
2023 Q2	$837K	Hold	15,200	–	–	0.13%	93
2023 Q1	$801K	Hold	15,200	–	–	0.14%	94
2022 Q4	$774K	Hold	15,200	–	–	0.15%	97
2022 Q3	$714K	Hold	15,200	–	–	0.11%	126
2022 Q2	$748K	Hold	15,200	–	–	0.11%	127
2022 Q1	$904K	Hold	15,200	–	–	0.09%	129
2021 Q4	$968K	Hold	15,200	–	–	0.09%	128
2021 Q3	$900K	Hold	15,200	–	–	0.09%	145
2021 Q2	$902K	Hold	15,200	–	–	0.09%	152
2021 Q1	$841K	Hold	15,200	–	–	0.1%	144
2020 Q4	$786K	Hold	15,200	–	–	0.1%	139
2020 Q3	$670K	Hold	15,200	–	–	0.09%	154
2020 Q2	$623K	Hold	15,200	–	–	0.09%	161
2020 Q1	$500K	Hold	15,200	–	–	0.08%	175
2019 Q4	$677K	Hold	15,200	–	–	0.08%	179
2019 Q3	$637K	Hold	15,200	–	–	0.08%	180
2019 Q2	$635K	Hold	15,200	–	–	0.08%	195
2019 Q1	$611K	Hold	15,200	–	–	0.07%	190
2018 Q4	$525K	Hold	15,200	–	–	0.07%	189
2018 Q3	$624K	Hold	15,200	–	–	0.08%	186
2018 Q2	$599K	Hold	15,200	–	–	0.08%	182
2018 Q1	$586K	Hold	15,200	–	–	0.12%	139
2017 Q4	$588K	Hold	15,200	–	–	0.11%	155
2017 Q3	$559K	Hold	15,200	–	–	0.11%	153
2017 Q2	$542K	Hold	15,200	–	–	0.1%	162
2017 Q1	$529K	Hold	15,200	–	–	0.09%	166
2016 Q4	$500K	Hold	15,200	–	–	0.06%	178
2016 Q3	$492K	Hold	15,200	–	–	0.07%	168
2016 Q2	$470K	Hold	15,200	–	–	0.07%	176
2016 Q1	$461K	Hold	15,200	–	–	0.07%	173
2015 Q4	$456K	Hold	15,200	–	–	0.06%	181
2015 Q3	$443K	Hold	15,200	–	–	0.07%	171
2015 Q2	$484K	Hold	15,200	–	–	0.06%	182
2015 Q1	$504K	Hold	15,200	–	–	0.08%	135
2014 Q4	$470K	Hold	15,200	–	–	0.07%	142
2014 Q3	$446K	Hold	15,200	–	–	0.06%	150
2014 Q2	$451K	Hold	15,200	–	–	0.06%	150
2014 Q1	$432K	Hold	15,200	–	–	0.06%	153
2013 Q4	$418K	Hold	15,200	–	–	0.06%	160
2013 Q3	$389K	Hold	15,200	–	–	0.06%	154
2013 Q2	$362K	Buy	+15,200	New	+$360K	0.06%	144

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Oxbow Advisors's VO Position: Q1 2026 in Review

Oxbow Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 12,820 shares worth $920K. The position accounts for 0.08% of the portfolio, ranked #141.

Oxbow Advisors first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $968K in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Oxbow Advisors held 12,820 shares of Vanguard Mid-Cap ETF worth $920K as of Q1 2026.
Oxbow Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.08% of Oxbow Advisors's portfolio in Q1 2026, its #141 holding.
Oxbow Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Oxbow Advisors's Vanguard Mid-Cap ETF position peaked at $968K in Q4 2021.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.