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

Perfromance Wealth 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	$294K	Sell	4,088 -116	-3%	-$8.62K	0.01%	167
2025 Q4	$305K	Buy	4,204 +100	+2%	+$7.27K	0.01%	164
2025 Q3	$301K	Hold	4,104	–	–	0.01%	166
2025 Q2	$287K	Buy	+4,104	New	+$269K	0.01%	152
2024 Q1	–	Sell	-100,240	Closed	-$5.83M	–	185
2023 Q4	$5.83M	Buy	100,240 +3,044	+3%	+$163K	0.26%	31
2023 Q3	$5.06M	Buy	97,196 +16,404	+20%	+$900K	0.25%	36
2023 Q2	$4.44M	Buy	80,792 +19,016	+31%	+$997K	0.2%	38
2023 Q1	$3.26M	Buy	61,776 +43,968	+247%	+$2.34M	0.17%	46
2022 Q4	$907K	Buy	+17,808	New	+$907K	0.05%	75
2022 Q1	–	Sell	-3,600	Closed	-$229K	–	190
2021 Q4	$229K	Buy	+3,600	New	+$226K	0.01%	165

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

Perfromance Wealth Partners's VO Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q1 2026, selling an estimated $8.62K and leaving 4,088 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #167.

Perfromance Wealth Partners first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.83M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Perfromance Wealth Partners held 4,088 shares of Vanguard Mid-Cap ETF worth $294K as of Q1 2026.
Perfromance Wealth Partners sold 116 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.62K.
Vanguard Mid-Cap ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #167 holding.
Perfromance Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Perfromance Wealth Partners's Vanguard Mid-Cap ETF position peaked at $5.83M in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.