Ramsay Stattman Vela & Price’s Vanguard Mid-Cap ETF VO Stock Holding History

Ramsay Stattman Vela & Price’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	$1.43M	Hold	19,892	–	–	0.28%	54
2025 Q4	$1.44M	Hold	19,892	–	–	0.26%	54
2025 Q3	$1.46M	Hold	19,892	–	–	0.26%	55
2025 Q2	$1.39M	Hold	19,892	–	–	0.26%	52
2025 Q1	$1.29M	Buy	19,892 +72	+0.4%	+$4.83K	0.24%	56
2024 Q4	$1.31M	Sell	19,820 -400	-2%	-$27.2K	0.24%	54
2024 Q3	$1.33M	Hold	20,220	–	–	0.25%	54
2024 Q2	$1.22M	Hold	20,220	–	–	0.23%	57
2024 Q1	$1.26M	Hold	20,220	–	–	0.24%	57
2023 Q4	$1.18M	Hold	20,220	–	–	0.24%	59
2023 Q3	$1.05M	Hold	20,220	–	–	0.23%	60
2023 Q2	$1.11M	Hold	20,220	–	–	0.23%	62
2023 Q1	$1.07M	Hold	20,220	–	–	0.23%	64
2022 Q4	$1.03M	Hold	20,220	–	–	0.23%	64
2022 Q3	$950K	Hold	20,220	–	–	0.24%	66
2022 Q2	$996K	Hold	20,220	–	–	0.22%	66
2022 Q1	$1.2M	Hold	20,220	–	–	0.23%	70
2021 Q4	$1.29M	Hold	20,220	–	–	0.29%	48
2021 Q3	$1.2M	Hold	20,220	–	–	0.3%	47
2021 Q2	$1.2M	Sell	20,220 -2,000	-9%	-$116K	0.3%	48
2021 Q1	$1.23M	Hold	22,220	–	–	0.33%	46
2020 Q4	$1.15M	Sell	22,220 -4,000	-15%	-$194K	0.32%	44
2020 Q3	$1.16M	Hold	26,220	–	–	0.36%	43
2020 Q2	$1.07M	Hold	26,220	–	–	0.37%	44
2020 Q1	$863K	Hold	26,220	–	–	0.34%	43
2019 Q4	$1.17M	Hold	26,220	–	–	0.37%	42
2019 Q3	$1.1M	Hold	26,220	–	–	0.38%	39
2019 Q2	$1.1M	Hold	26,220	–	–	0.39%	39
2019 Q1	$1.05M	Hold	26,220	–	–	0.38%	39
2018 Q4	$906K	Hold	26,220	–	–	0.38%	39
2018 Q3	$1.08M	Hold	26,220	–	–	0.39%	39
2018 Q2	$1.03M	Hold	26,220	–	–	0.41%	39
2018 Q1	$1.01M	Buy	26,220 +220	+0.8%	+$8.66K	0.41%	39
2017 Q4	$1.01M	Hold	26,000	–	–	0.4%	38
2017 Q3	$956K	Hold	26,000	–	–	0.4%	40
2017 Q2	$926K	Hold	26,000	–	–	0.4%	38
2017 Q1	$905K	Sell	26,000 -6,000	-19%	-$206K	0.41%	38
2016 Q4	$1.05M	Hold	32,000	–	–	0.5%	36
2016 Q3	$1.04M	Hold	32,000	–	–	0.5%	35
2016 Q2	$989K	Hold	32,000	–	–	0.49%	35
2016 Q1	$970K	Hold	32,000	–	–	0.5%	35
2015 Q4	$961K	Hold	32,000	–	–	0.48%	37
2015 Q3	$933K	Hold	32,000	–	–	0.48%	37
2015 Q2	$1.02M	Hold	32,000	–	–	0.5%	36
2015 Q1	$1.06M	Hold	32,000	–	–	0.51%	37
2014 Q4	$988K	Buy	+32,000	New	+$964K	0.46%	39

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

Ramsay Stattman Vela & Price's VO Position: Q1 2026 in Review

Ramsay Stattman Vela & Price held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 19,892 shares worth $1.43M. The position accounts for 0.28% of the portfolio, ranked #54.

Ramsay Stattman Vela & Price first reported a position in VO in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.46M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Ramsay Stattman Vela & Price held 19,892 shares of Vanguard Mid-Cap ETF worth $1.43M as of Q1 2026.
Ramsay Stattman Vela & Price left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.28% of Ramsay Stattman Vela & Price's portfolio in Q1 2026, its #54 holding.
Ramsay Stattman Vela & Price first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
Ramsay Stattman Vela & Price's Vanguard Mid-Cap ETF position peaked at $1.46M in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.