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Redmont Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Redmont Wealth 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
Q4 		$79.8K Buy
1,100
+160
+17% +$11.6K 0.12% 74
2025
Q3 		$69K Buy
940
+192
+26% +$13.8K 0.1% 88
2025
Q2 		$52.3K Hold
748
– – 0.08% 93
2025
Q1 		$48.4K Buy
+748
New +$50.2K 0.09% 79
2024
Q4 		– Sell
-664
Closed -$43.8K – 301
2024
Q3 		$43.8K Buy
664
+396
+148% +$24.9K 0.07% 96
2024
Q2 		$16.2K Buy
+268
New +$16.3K 0.03% 148
2022
Q1 		– Sell
-3,200
Closed -$204K – 129
2021
Q4 		$204K Buy
+3,200
New +$201K 0.22% 110

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Redmont Wealth Advisors's VO Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q4 2025, buying an estimated $11.6K and bringing the position to 1,100 shares worth $79.8K. The position accounts for 0.12% of the portfolio, ranked #74.

Redmont Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 7 quarters since. The position peaked at $204K in Q4 2021. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Redmont Wealth Advisors held 1,100 shares of Vanguard Morningstar Mid-Cap ETF worth $79.8K as of Q4 2025.
  • Redmont Wealth Advisors bought 160 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $11.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Redmont Wealth Advisors's portfolio in Q4 2025, its #74 holding.
  • Redmont Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $204K in Q4 2021.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.