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Presilium Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Presilium Private Wealth’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
2025
Q1 		– Sell
-4,056
Closed -$268K – 75
2024
Q4 		$268K Hold
4,056
– – 0.06% 68
2024
Q3 		$268K Hold
4,056
– – 0.06% 69
2024
Q2 		$245K Sell
4,056
-16
-0.4% -$972 0.06% 69
2024
Q1 		$254K Buy
4,072
+16
+0.4% +$946 0.07% 66
2023
Q4 		$236K Buy
+4,056
New +$217K 0.07% 66

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Presilium Private Wealth's VO Position: Q1 2025 in Review

Presilium Private Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 4,056 shares — an estimated $268K sold.

Presilium Private Wealth first reported a position in VO in Q4 2023 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Presilium Private Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Presilium Private Wealth sold 4,056 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $268K.
  • Presilium Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Presilium Private Wealth's Vanguard Mid-Cap ETF position peaked at $268K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Presilium Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.