REDW Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Buy |
31,996
+20
| +0.1% | +$1.49K | 0.92% | 27 |
|
|
2025
Q4 | $2.32M | Sell |
31,976
-2,124
| -6% | -$155K | 0.88% | 26 |
|
|
2025
Q3 | $2.5M | Buy |
34,100
+116
| +0.3% | +$8.33K | 0.95% | 23 |
|
|
2025
Q2 | $2.38M | Sell |
33,984
-4,444
| -12% | -$292K | 0.95% | 23 |
|
|
2025
Q1 | $2.48M | Sell |
38,428
-1,380
| -3% | -$92.6K | 0.92% | 25 |
|
|
2024
Q4 | $2.63M | Sell |
39,808
-21,008
| -35% | -$1.43M | 0.91% | 25 |
|
|
2024
Q3 | $4.01M | Sell |
60,816
-4,528
| -7% | -$284K | 1.03% | 21 |
|
|
2024
Q2 | $3.95M | Sell |
65,344
-1,388
| -2% | -$84.3K | 1.04% | 19 |
|
|
2024
Q1 | $4.17M | Sell |
66,732
-2,100
| -3% | -$124K | 1.12% | 20 |
|
|
2023
Q4 | $4M | Sell |
68,832
-3,248
| -5% | -$174K | 1.15% | 19 |
|
|
2023
Q3 | $3.75M | Sell |
72,080
-2,276
| -3% | -$125K | 1.16% | 20 |
|
|
2023
Q2 | $4.09M | Sell |
74,356
-3,248
| -4% | -$170K | 1.23% | 19 |
|
|
2023
Q1 | $4.09M | Sell |
77,604
-3,056
| -4% | -$163K | 1.3% | 17 |
|
|
2022
Q4 | $4.11M | Sell |
80,660
-1,968
| -2% | -$100K | 1.42% | 18 |
|
|
2022
Q3 | $3.88M | Sell |
82,628
-8,736
| -10% | -$457K | 1.49% | 16 |
|
|
2022
Q2 | $4.5M | Sell |
91,364
-1,688
| -2% | -$91.2K | 1.65% | 14 |
|
|
2022
Q1 | $5.53M | Sell |
93,052
-560
| -0.6% | -$32.9K | 1.64% | 11 |
|
|
2021
Q4 | $5.96M | Sell |
93,612
-2,912
| -3% | -$183K | 1.73% | 12 |
|
|
2021
Q3 | $5.71M | Sell |
96,524
-4,028
| -4% | -$243K | 1.82% | 12 |
|
|
2021
Q2 | $5.97M | Sell |
100,552
-3,796
| -4% | -$220K | 1.89% | 12 |
|
|
2021
Q1 | $5.77M | Sell |
104,348
-448
| -0.4% | -$24.3K | 1.94% | 11 |
|
|
2020
Q4 | $5.42M | Sell |
104,796
-6,596
| -6% | -$319K | 2% | 11 |
|
|
2020
Q3 | $4.91M | Sell |
111,392
-10,672
| -9% | -$465K | 2.06% | 11 |
|
|
2020
Q2 | $5M | Sell |
122,064
-8,136
| -6% | -$312K | 2.48% | 8 |
|
|
2020
Q1 | $4.29M | Sell |
130,200
-27,344
| -17% | -$1.13M | 2.69% | 7 |
|
|
2019
Q4 | $7.02M | Sell |
157,544
-5,836
| -4% | -$251K | 3.91% | 6 |
|
|
2019
Q3 | $6.85M | Sell |
163,380
-6,508
| -4% | -$272K | 4.02% | 5 |
|
|
2019
Q2 | $7.1M | Sell |
169,888
-4,868
| -3% | -$199K | 4.25% | 5 |
|
|
2019
Q1 | $7.02M | Sell |
174,756
-10,240
| -6% | -$394K | 4.31% | 5 |
|
|
2018
Q4 | $6.39M | Sell |
184,996
-3,760
| -2% | -$141K | 4.4% | 5 |
|
|
2018
Q3 | $7.75M | Sell |
188,756
-12,404
| -6% | -$506K | 5.14% | 6 |
|
|
2018
Q2 | $7.93M | Sell |
201,160
-3,924
| -2% | -$154K | 5.68% | 5 |
|
|
2018
Q1 | $7.91M | Sell |
205,084
-10,728
| -5% | -$422K | 5.89% | 5 |
|
|
2017
Q4 | $8.35M | Sell |
215,812
-14,384
| -6% | -$543K | 6.48% | 4 |
|
|
2017
Q3 | $8.46M | Sell |
230,196
-8,308
| -3% | -$300K | 7% | 3 |
|
|
2017
Q2 | $8.5M | Sell |
238,504
-17,508
| -7% | -$619K | 8.31% | 3 |
|
|
2017
Q1 | $8.91M | Sell |
256,012
-11,072
| -4% | -$380K | 9.07% | 3 |
|
|
2016
Q4 | $8.79M | Buy |
+267,084
| New | +$8.65M | 9.93% | 3 |
|
Other funds holding VO
REDW Wealth's VO Position: Q1 2026 in Review
REDW Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.06% in Q1 2026, buying an estimated $1.49K and bringing the position to 31,996 shares worth $2.3M. The position accounts for 0.92% of the portfolio, ranked #27.
REDW Wealth first reported a position in VO in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.91M in Q1 2017. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- REDW Wealth held 31,996 shares of Vanguard Mid-Cap ETF worth $2.3M as of Q1 2026.
- REDW Wealth bought 20 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.49K.
- Vanguard Mid-Cap ETF made up 0.92% of REDW Wealth's portfolio in Q1 2026, its #27 holding.
- REDW Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- REDW Wealth's Vanguard Mid-Cap ETF position peaked at $8.91M in Q1 2017.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.