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

Providence Capital 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
4,088
-660
-14% -$49K 0.05% 119
2025
Q4 		$344K Sell
4,748
-140
-3% -$10.2K 0.06% 123
2025
Q3 		$359K Sell
4,888
-8
-0.2% -$575 0.06% 117
2025
Q2 		$343K Sell
4,896
-260
-5% -$17.1K 0.06% 120
2025
Q1 		$333K Buy
5,156
+260
+5% +$17.4K 0.07% 109
2024
Q4 		$323K Buy
4,896
+1,968
+67% +$134K 0.07% 108
2024
Q3 		$193K Sell
2,928
-320
-10% -$20.1K 0.04% 117
2024
Q2 		$197K Sell
3,248
-8
-0.2% -$486 0.04% 108
2024
Q1 		$203K Hold
3,256
– – 0.04% 110
2023
Q4 		$189K Sell
3,256
-256
-7% -$13.7K 0.05% 114
2023
Q3 		$183K Sell
3,512
-8
-0.2% -$439 0.05% 113
2023
Q2 		$194K Buy
3,520
+2,420
+220% +$127K 0.05% 111
2023
Q1 		$58K Hold
1,100
– – 0.02% 132
2022
Q4 		$56K Hold
1,100
– – 0.02% 137
2022
Q3 		$52K Hold
1,100
– – 0.02% 135
2022
Q2 		$54K Hold
1,100
– – 0.02% 137
2022
Q1 		$65K Buy
+1,100
New +$64.5K 0.02% 156
2019
Q2 		– Hold
0
– – – 197
2018
Q2 		– Hold
0
– – – 92

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Providence Capital Advisors's VO Position: Q1 2026 in Review

Providence Capital Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 14% in Q1 2026, selling an estimated $49K and leaving 4,088 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #119.

Providence Capital Advisors first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $359K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Providence Capital Advisors held 4,088 shares of Vanguard Mid-Cap ETF worth $293K as of Q1 2026.
  • Providence Capital Advisors sold 660 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $49K.
  • Vanguard Mid-Cap ETF made up 0.05% of Providence Capital Advisors's portfolio in Q1 2026, its #119 holding.
  • Providence Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Providence Capital Advisors's Vanguard Mid-Cap ETF position peaked at $359K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Providence Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.