Powers Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Powers Advisory Group’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	$1.4M	Buy	19,496 +3,636	+23%	+$270K	0.49%	37
2025 Q4	$1.15M	Buy	15,860 +1,428	+10%	+$104K	0.43%	41
2025 Q3	$1.06M	Buy	14,432 +3,568	+33%	+$256K	0.42%	39
2025 Q2	$760K	Buy	10,864 +2,112	+24%	+$139K	0.33%	51
2025 Q1	$566K	Buy	8,752 +3,132	+56%	+$210K	0.27%	61
2024 Q4	$371K	Buy	5,620 +928	+20%	+$63K	0.19%	75
2024 Q3	$310K	Buy	4,692 +880	+23%	+$55.3K	0.15%	83
2024 Q2	$231K	Buy	+3,812	New	+$232K	0.13%	90

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

Powers Advisory Group's VO Position: Q1 2026 in Review

Powers Advisory Group increased its Vanguard Mid-Cap ETF (VO) stake by 23% in Q1 2026, buying an estimated $270K and bringing the position to 19,496 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #37.

Powers Advisory Group first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Powers Advisory Group held 19,496 shares of Vanguard Mid-Cap ETF worth $1.4M as of Q1 2026.
Powers Advisory Group bought 3,636 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $270K.
Vanguard Mid-Cap ETF made up 0.49% of Powers Advisory Group's portfolio in Q1 2026, its #37 holding.
Powers Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.