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

Patten & Patten’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	$440K	Hold	6,128	–	–	0.03%	252
2025 Q4	$445K	Hold	6,128	–	–	0.03%	249
2025 Q3	$450K	Buy	+6,128	New	+$440K	0.03%	251
2016 Q4	–	Sell	-6,480	Closed	-$210K	–	225
2016 Q3	$210K	Buy	+6,480	New	+$208K	0.03%	206
2014 Q2	–	Sell	-30,064	Closed	-$854K	–	250
2014 Q1	$854K	Hold	30,064	–	–	0.12%	142
2013 Q4	$827K	Hold	30,064	–	–	0.12%	150
2013 Q3	$770K	Buy	30,064 +1,920	+7%	+$48.2K	0.12%	140
2013 Q2	$669K	Buy	+28,144	New	+$667K	0.11%	143

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

Patten & Patten's VO Position: Q1 2026 in Review

Patten & Patten held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 6,128 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #252.

Patten & Patten first reported a position in VO in Q2 2013 and has held it in 8 quarters since. The position peaked at $854K in Q1 2014. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Patten & Patten held 6,128 shares of Vanguard Mid-Cap ETF worth $440K as of Q1 2026.
Patten & Patten left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.03% of Patten & Patten's portfolio in Q1 2026, its #252 holding.
Patten & Patten first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 8 quarters since.
Patten & Patten's Vanguard Mid-Cap ETF position peaked at $854K in Q1 2014.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.