Prevail Innovative Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Prevail Innovative Wealth Advisors’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	$293K	Sell	4,084 -140	-3%	-$10.4K	0.05%	155
2025 Q4	$306K	Buy	4,224 +128	+3%	+$9.31K	0.05%	170
2025 Q3	$301K	Sell	4,096 -136	-3%	-$9.77K	0.06%	183
2025 Q2	$296K	Buy	+4,232	New	+$278K	0.07%	176
2025 Q1	–	Sell	-4,072	Closed	-$269K	–	196
2024 Q4	$269K	Buy	+4,072	New	+$276K	0.08%	142
2023 Q3	–	Sell	-53,040	Closed	-$2.92M	–	159
2023 Q2	$2.92M	Buy	+53,040	New	+$2.78M	1.6%	19

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

Prevail Innovative Wealth Advisors's VO Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.3% in Q1 2026, selling an estimated $10.4K and leaving 4,084 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #155.

Prevail Innovative Wealth Advisors first reported a position in VO in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.92M in Q2 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Prevail Innovative Wealth Advisors held 4,084 shares of Vanguard Mid-Cap ETF worth $293K as of Q1 2026.
Prevail Innovative Wealth Advisors sold 140 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $10.4K.
Vanguard Mid-Cap ETF made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #155 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 6 quarters since.
Prevail Innovative Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $2.92M in Q2 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.