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

Pecaut & Co’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	$873K	Buy	12,164 +360	+3%	+$26.7K	0.28%	48
2025 Q4	$856K	Buy	11,804 +332	+3%	+$24.2K	0.28%	48
2025 Q3	$842K	Sell	11,472 -2,920	-20%	-$210K	0.27%	51
2025 Q2	$1.01M	Buy	14,392 +3,024	+27%	+$199K	0.33%	46
2025 Q1	$735K	Buy	11,368 +456	+4%	+$30.6K	0.25%	49
2024 Q4	$720K	Sell	10,912 -24	-0.2%	-$1.63K	0.25%	48
2024 Q3	$721K	Sell	10,936 -816	-7%	-$51.2K	0.26%	48
2024 Q2	$711K	Sell	11,752 -900	-7%	-$54.7K	0.27%	47
2024 Q1	$790K	Sell	12,652 -1,968	-13%	-$116K	0.29%	49
2023 Q4	$850K	Buy	14,620 +2,060	+16%	+$110K	0.34%	45
2023 Q3	$654K	Sell	12,560 -1,388	-10%	-$76.1K	0.27%	49
2023 Q2	$768K	Sell	13,948 -392	-3%	-$20.6K	0.32%	47
2023 Q1	$756K	Buy	14,340 +500	+4%	+$26.6K	0.34%	47
2022 Q4	$705K	Sell	13,840 -104	-0.7%	-$5.3K	0.33%	48
2022 Q3	$655K	Buy	13,944 +1,272	+10%	+$66.5K	0.35%	45
2022 Q2	$624K	Buy	12,672 +2,648	+26%	+$143K	0.35%	46
2022 Q1	$596K	Buy	10,024 +8,408	+520%	+$493K	0.29%	48
2021 Q4	$103K	Buy	+1,616	New	+$101K	0.05%	80

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