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Redwood Financial Network’s Vanguard Mid-Cap ETF VO Stock Holding History

Redwood Financial Network’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 		$358K Sell
4,980
-656
-12% -$48.7K 0.23% 119
2025
Q4 		$409K Sell
5,636
-856
-13% -$62.3K 0.26% 109
2025
Q3 		$477K Sell
6,492
-1,228
-16% -$88.2K 0.3% 102
2025
Q2 		$540K Sell
7,720
-60
-0.8% -$3.94K 0.36% 82
2025
Q1 		$503K Buy
7,780
+1,368
+21% +$91.8K 0.38% 79
2024
Q4 		$424K Sell
6,412
-308
-5% -$20.9K 0.32% 96
2024
Q3 		$443K Buy
6,720
+996
+17% +$62.5K 0.35% 93
2024
Q2 		$346K Sell
5,724
-164
-3% -$9.97K 0.29% 103
2024
Q1 		$368K Sell
5,888
-116
-2% -$6.86K 0.32% 96
2023
Q4 		$349K Sell
6,004
-344
-5% -$18.4K 0.34% 94
2023
Q3 		$331K Sell
6,348
-1,252
-16% -$68.7K 0.35% 88
2023
Q2 		$418K Sell
7,600
-124
-2% -$6.5K 0.39% 89
2023
Q1 		$407K Buy
7,724
+260
+3% +$13.8K 0.41% 83
2022
Q4 		$380K Sell
7,464
-2,692
-27% -$137K 0.43% 76
2022
Q3 		$477K Sell
10,156
-236
-2% -$12.3K 0.54% 65
2022
Q2 		$512K Buy
10,392
+852
+9% +$46K 0.56% 62
2022
Q1 		$567K Buy
+9,540
New +$560K 0.53% 66

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

Redwood Financial Network's VO Position: Q1 2026 in Review

Redwood Financial Network reduced its Vanguard Mid-Cap ETF (VO) stake by 12% in Q1 2026, selling an estimated $48.7K and leaving 4,980 shares worth $358K. The position accounts for 0.23% of the portfolio, ranked #119.

Redwood Financial Network first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $567K in Q1 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Redwood Financial Network held 4,980 shares of Vanguard Mid-Cap ETF worth $358K as of Q1 2026.
  • Redwood Financial Network sold 656 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $48.7K.
  • Vanguard Mid-Cap ETF made up 0.23% of Redwood Financial Network's portfolio in Q1 2026, its #119 holding.
  • Redwood Financial Network first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's Vanguard Mid-Cap ETF position peaked at $567K in Q1 2022.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.