&Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

&Partners’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	$77.6M	Buy	1,081,352 +66,520	+7%	+$4.94M	0.38%	49
2025 Q4	$73.8M	Buy	1,014,832 +122,776	+14%	+$8.93M	0.39%	48
2025 Q3	$65.4M	Buy	892,056 +110,892	+14%	+$7.96M	0.42%	46
2025 Q2	$54.6M	Buy	781,164 +17,744	+2%	+$1.16M	0.42%	45
2025 Q1	$48.9M	Buy	763,420 +75,704	+11%	+$5.08M	0.52%	39
2024 Q4	$45.8M	Buy	687,716 +239,208	+53%	+$16.2M	0.55%	36
2024 Q3	$29.5M	Buy	448,508 +132,080	+42%	+$8.29M	0.57%	26
2024 Q2	$19.2M	Buy	316,428 +269,504	+574%	+$16.4M	0.84%	14
2024 Q1	$2.86M	Buy	46,924 +5,844	+14%	+$345K	0.39%	50
2023 Q4	$2.3M	Buy	+41,080	New	+$2.19M	0.56%	43

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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