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Pettyjohn Wood & White’s Vanguard Mid-Cap ETF VO Stock Holding History

Pettyjohn Wood & White’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 		$533K Sell
7,420
-56
-0.7% -$4.16K 0.08% 131
2025
Q4 		$542K Buy
7,476
+8
+0.1% +$582 0.09% 125
2025
Q3 		$548K Sell
7,468
-24
-0.3% -$1.72K 0.09% 127
2025
Q2 		$524K Sell
7,492
-220
-3% -$14.4K 0.09% 124
2025
Q1 		$499K Sell
7,712
-164
-2% -$11K 0.1% 124
2024
Q4 		$520K Buy
7,876
+4
+0.1% +$272 0.1% 126
2024
Q3 		$519K Buy
7,872
+12
+0.2% +$753 0.1% 123
2024
Q2 		$476K Sell
7,860
-256
-3% -$15.6K 0.09% 123
2024
Q1 		$507K Buy
8,116
+264
+3% +$15.6K 0.1% 115
2023
Q4 		$457K Buy
7,852
+8
+0.1% +$427 0.1% 118
2023
Q3 		$408K Buy
7,844
+964
+14% +$52.9K 0.1% 123
2023
Q2 		$379K Buy
6,880
+204
+3% +$10.7K 0.09% 129
2023
Q1 		$352K Buy
6,676
+664
+11% +$35.3K 0.09% 133
2022
Q4 		$306K Sell
6,012
-1,568
-21% -$79.9K 0.08% 143
2022
Q3 		$356K Buy
7,580
+1,236
+19% +$64.6K 0.1% 118
2022
Q2 		$312K Buy
6,344
+12
+0.2% +$648 0.07% 139
2022
Q1 		$377K Buy
6,332
+8
+0.1% +$469 0.08% 129
2021
Q4 		$403K Sell
6,324
-220
-3% -$13.8K 0.08% 128
2021
Q3 		$387K Buy
6,544
+8
+0.1% +$483 0.09% 125
2021
Q2 		$388K Buy
6,536
+132
+2% +$7.65K 0.09% 124
2021
Q1 		$354K Buy
6,404
+8
+0.1% +$434 0.08% 123
2020
Q4 		$331K Buy
6,396
+104
+2% +$5.04K 0.08% 119
2020
Q3 		$277K Buy
6,292
+16
+0.3% +$697 0.08% 120
2020
Q2 		$257K Buy
+6,276
New +$240K 0.08% 120
2020
Q1 		– Sell
-6,644
Closed -$296K – 146
2019
Q4 		$296K Sell
6,644
-380
-5% -$16.3K 0.09% 124
2019
Q3 		$294K Sell
7,024
-88
-1% -$3.68K 0.09% 126
2019
Q2 		$297K Buy
7,112
+12
+0.2% +$491 0.09% 125
2019
Q1 		$285K Sell
7,100
-20
-0.3% -$769 0.09% 123
2018
Q4 		$246K Buy
7,120
+36
+0.5% +$1.35K 0.09% 125
2018
Q3 		$291K Hold
7,084
– – 0.09% 124
2018
Q2 		$279K Sell
7,084
-912
-11% -$35.8K 0.1% 124
2018
Q1 		$308K Sell
7,996
-800
-9% -$31.5K 0.11% 116
2017
Q4 		$340K Buy
8,796
+1,852
+27% +$69.9K 0.12% 108
2017
Q3 		$255K Hold
6,944
– – 0.09% 123
2017
Q2 		$247K Sell
6,944
-208
-3% -$7.35K 0.09% 124
2017
Q1 		$249K Hold
7,152
– – 0.09% 122
2016
Q4 		$235K Buy
7,152
+24
+0.3% +$777 0.09% 121
2016
Q3 		$231K Buy
7,128
+20
+0.3% +$642 0.11% 111
2016
Q2 		$220K Buy
7,108
+20
+0.3% +$611 0.09% 125
2016
Q1 		$215K Buy
7,088
+12
+0.2% +$339 0.09% 122
2015
Q4 		$212K Buy
7,076
+24
+0.3% +$732 0.09% 124
2015
Q3 		$206K Buy
+7,052
New +$220K 0.09% 120

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

Pettyjohn Wood & White's VO Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its Vanguard Mid-Cap ETF (VO) stake by 0.75% in Q1 2026, selling an estimated $4.16K and leaving 7,420 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #131.

Pettyjohn Wood & White first reported a position in VO in Q3 2015 and has held it in 42 quarters since. The position peaked at $548K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Pettyjohn Wood & White held 7,420 shares of Vanguard Mid-Cap ETF worth $533K as of Q1 2026.
  • Pettyjohn Wood & White sold 56 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.16K.
  • Vanguard Mid-Cap ETF made up 0.08% of Pettyjohn Wood & White's portfolio in Q1 2026, its #131 holding.
  • Pettyjohn Wood & White first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and has held it in 42 quarters since.
  • Pettyjohn Wood & White's Vanguard Mid-Cap ETF position peaked at $548K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.