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

Quadcap Wealth 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	$437K	Buy	6,088 +156	+3%	+$11.6K	0.05%	275
2025 Q4	$430K	Buy	5,932 +4	+0.1%	+$291	0.05%	291
2025 Q3	$435K	Sell	5,928 -144	-2%	-$10.3K	0.05%	290
2025 Q2	$425K	Sell	6,072 -316	-5%	-$20.7K	0.05%	278
2025 Q1	$413K	Sell	6,388 -2,884	-31%	-$194K	0.06%	268
2024 Q4	$612K	Sell	9,272 -1,656	-15%	-$112K	0.09%	209
2024 Q3	$721K	Sell	10,928 -812	-7%	-$51K	0.11%	187
2024 Q2	$711K	Buy	+11,740	New	+$713K	0.13%	174

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

Quadcap Wealth Management's VO Position: Q1 2026 in Review

Quadcap Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 2.6% in Q1 2026, buying an estimated $11.6K and bringing the position to 6,088 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #275.

Quadcap Wealth Management first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $721K in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Quadcap Wealth Management held 6,088 shares of Vanguard Mid-Cap ETF worth $437K as of Q1 2026.
Quadcap Wealth Management bought 156 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $11.6K.
Vanguard Mid-Cap ETF made up 0.05% of Quadcap Wealth Management's portfolio in Q1 2026, its #275 holding.
Quadcap Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Quadcap Wealth Management's Vanguard Mid-Cap ETF position peaked at $721K in Q3 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.