Probity Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Probity 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
2025 Q1	–	Sell	-3,412	Closed	-$225K	–	237
2024 Q4	$225K	Sell	3,412 -1,580	-32%	-$107K	0.04%	214
2024 Q3	$329K	Buy	+4,992	New	+$313K	0.06%	187
2022 Q2	–	Sell	-3,624	Closed	-$215K	–	187
2022 Q1	$215K	Hold	3,624	–	–	0.04%	182
2021 Q4	$231K	Sell	3,624 -6,404	-64%	-$401K	0.05%	180
2021 Q3	$594K	Buy	10,028 +6,088	+155%	+$368K	0.12%	122
2021 Q2	$234K	Hold	3,940	–	–	0.05%	187
2021 Q1	$218K	Buy	+3,940	New	+$214K	0.05%	189
2018 Q1	–	Sell	-5,536	Closed	-$214K	–	159
2017 Q4	$214K	Hold	5,536	–	–	0.07%	152
2017 Q3	$203K	Buy	+5,536	New	+$200K	0.08%	140

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Probity Advisors's VO Position: Q1 2025 in Review

Probity Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 3,412 shares — an estimated $225K sold.

Probity Advisors first reported a position in VO in Q3 2017 and held it in 9 quarters. The position peaked at $594K in Q3 2021. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Probity Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Probity Advisors sold 3,412 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $225K.
Probity Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2017 and held it in 9 quarters.
Probity Advisors's Vanguard Mid-Cap ETF position peaked at $594K in Q3 2021.
2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Probity Advisors's 13F filing for Q1 2025, filed 9 May 2025.