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

Private Wealth Asset Management’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	$8.36M	Sell	116,508 -4,264	-4%	-$317K	0.89%	27
2025 Q4	$8.76M	Sell	120,772 -3,588	-3%	-$261K	0.95%	23
2025 Q3	$9.13M	Sell	124,360 -1,752	-1%	-$126K	1.08%	18
2025 Q2	$8.82M	Buy	126,112 +10,912	+9%	+$716K	1.17%	18
2025 Q1	$7.45M	Buy	+115,200	New	+$7.73M	1.07%	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

Private Wealth Asset Management's VO Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 3.5% in Q1 2026, selling an estimated $317K and leaving 116,508 shares worth $8.36M. The position accounts for 0.89% of the portfolio, ranked #27.

Private Wealth Asset Management first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.13M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Private Wealth Asset Management held 116,508 shares of Vanguard Mid-Cap ETF worth $8.36M as of Q1 2026.
Private Wealth Asset Management sold 4,264 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $317K.
Vanguard Mid-Cap ETF made up 0.89% of Private Wealth Asset Management's portfolio in Q1 2026, its #27 holding.
Private Wealth Asset Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Vanguard Mid-Cap ETF position peaked at $9.13M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.