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

Per Stirling 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
2026
Q1 		$970K Buy
13,512
+2,876
+27% +$214K 0.11% 139
2025
Q4 		$772K Buy
10,636
+296
+3% +$21.5K 0.09% 144
2025
Q3 		$759K Buy
10,340
+244
+2% +$17.5K 0.09% 136
2025
Q2 		$706K Sell
10,096
-1,080
-10% -$70.9K 0.09% 134
2025
Q1 		$723K Buy
11,176
+200
+2% +$13.4K 0.1% 133
2024
Q4 		$725K Buy
10,976
+2,176
+25% +$148K 0.1% 130
2024
Q3 		$581K Buy
8,800
+240
+3% +$15.1K 0.08% 162
2024
Q2 		$518K Sell
8,560
-155,264
-95% -$9.44M 0.08% 150
2024
Q1 		$10.2M Buy
163,824
+9,536
+6% +$564K 1.71% 14
2023
Q4 		$8.97M Sell
154,288
-900
-0.6% -$48.1K 1.65% 14
2023
Q3 		$8.08M Sell
155,188
-18,896
-11% -$1.04M 1.68% 15
2023
Q2 		$9.58M Buy
174,084
+1,764
+1% +$92.5K 1.95% 10
2023
Q1 		$9.09M Sell
172,320
-4,352
-2% -$232K 1.96% 12
2022
Q4 		$9M Buy
+176,672
New +$9M 1.64% 14

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Per Stirling Capital Management's VO Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 27% in Q1 2026, buying an estimated $214K and bringing the position to 13,512 shares worth $970K. The position accounts for 0.11% of the portfolio, ranked #139.

Per Stirling Capital Management first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q1 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Per Stirling Capital Management held 13,512 shares of Vanguard Mid-Cap ETF worth $970K as of Q1 2026.
  • Per Stirling Capital Management bought 2,876 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $214K.
  • Vanguard Mid-Cap ETF made up 0.11% of Per Stirling Capital Management's portfolio in Q1 2026, its #139 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's Vanguard Mid-Cap ETF position peaked at $10.2M in Q1 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.