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Petix & Botte Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Petix & Botte Financial’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 		$1.92M Sell
13,400
-15,360
-53% -$1.14M 0.43% 41
2025
Q4 		$2.09M Sell
28,760
-48
-0.2% -$3.49K 0.47% 40
2025
Q3 		$2.12M Buy
28,808
+20
+0.1% +$1.44K 0.49% 40
2025
Q2 		$2.01M Sell
28,788
-168
-0.6% -$11K 0.49% 40
2025
Q1 		$1.87M Sell
28,956
-1,776
-6% -$119K 0.49% 39
2024
Q4 		$2.03M Sell
30,732
-64
-0.2% -$4.34K 0.53% 38
2024
Q3 		$2.03M Sell
30,796
-172
-0.6% -$10.8K 0.54% 30
2024
Q2 		$1.87M Sell
30,968
-31,516
-50% -$1.92M 0.53% 29
2024
Q1 		$3.9M Buy
62,484
+31,328
+101% +$1.85M 0.97% 35
2023
Q4 		$1.81M Sell
31,156
-32
-0.1% -$1.71K 0.53% 29
2023
Q3 		$1.62M Buy
31,188
+24
+0.1% +$1.32K 0.51% 29
2023
Q2 		$1.72M Buy
31,164
+14,196
+84% +$744K 0.53% 31
2023
Q1 		$895K Buy
+16,968
New +$903K 0.6% 32
2022
Q3 		$866K Sell
18,420
-3,392
-16% -$177K 0.66% 30
2022
Q2 		$1.07M Sell
21,812
-21,556
-50% -$1.16M 0.79% 27
2022
Q1 		$2.58M Buy
43,368
+21,520
+98% +$1.26M 0.8% 26
2021
Q4 		$1.39M Sell
21,848
-29,344
-57% -$1.84M 0.89% 26
2021
Q3 		$3.03M Buy
51,192
+23,796
+87% +$1.44M 1.03% 25
2021
Q2 		$1.63M Sell
27,396
-1,060
-4% -$61.4K 1.13% 25
2021
Q1 		$1.57M Buy
28,456
+948
+3% +$51.4K 1.16% 24
2020
Q4 		$1.42M Sell
27,508
-3,464
-11% -$168K 1.06% 25
2020
Q3 		$1.36M Sell
30,972
-30,192
-49% -$1.32M 1.09% 25
2020
Q2 		$1.25M Buy
61,164
+28,476
+87% +$1.09M 1.03% 25
2020
Q1 		$1.08M Buy
32,688
+164
+0.5% +$6.79K 1.05% 25
2019
Q4 		$1.45M Buy
+32,524
New +$1.4M 1.14% 23

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

Petix & Botte Financial's VO Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 53% in Q1 2026, selling an estimated $1.14M and leaving 13,400 shares worth $1.92M. The position accounts for 0.43% of the portfolio, ranked #41.

Petix & Botte Financial first reported a position in VO in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.9M in Q1 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Petix & Botte Financial held 13,400 shares of Vanguard Mid-Cap ETF worth $1.92M as of Q1 2026.
  • Petix & Botte Financial sold 15,360 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.14M.
  • Vanguard Mid-Cap ETF made up 0.43% of Petix & Botte Financial's portfolio in Q1 2026, its #41 holding.
  • Petix & Botte Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard Mid-Cap ETF position peaked at $3.9M in Q1 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.