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

Refined 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 		$302K Sell
4,212
-49,240
-92% -$3.66M 0.19% 37
2025
Q4 		$3.88M Buy
53,452
+524
+1% +$38.1K 2.61% 13
2025
Q3 		$3.89M Sell
52,928
-212
-0.4% -$15.2K 2.5% 14
2025
Q2 		$3.72M Buy
53,140
+1,140
+2% +$74.8K 2.56% 13
2025
Q1 		$3.36M Sell
52,000
-29,888
-36% -$2.01M 2.75% 13
2024
Q4 		$5.41M Sell
81,888
-560
-0.7% -$38K 4.12% 11
2024
Q3 		$5.44M Buy
82,448
+2,664
+3% +$167K 4.19% 10
2024
Q2 		$4.83M Buy
79,784
+2,992
+4% +$182K 3.72% 11
2024
Q1 		$4.8M Buy
76,792
+728
+1% +$43K 3.38% 12
2023
Q4 		$4.42M Buy
76,064
+49,436
+186% +$2.64M 3.45% 12
2023
Q3 		$1.39M Buy
26,628
+3,456
+15% +$190K 1.24% 16
2023
Q2 		$1.28M Buy
23,172
+3,364
+17% +$176K 1.05% 16
2023
Q1 		$1.04M Sell
19,808
-3,536
-15% -$188K 0.92% 17
2022
Q4 		$1.19M Buy
23,344
+728
+3% +$37.1K 1.04% 17
2022
Q3 		$1.06M Buy
22,616
+24
+0.1% +$1.25K 0.96% 18
2022
Q2 		$1.11M Buy
22,592
+1,524
+7% +$82.3K 0.99% 18
2022
Q1 		$1.25M Sell
21,068
-59,928
-74% -$3.52M 1.06% 17
2021
Q4 		$5.16M Buy
80,996
+1,196
+1% +$75K 4% 9
2021
Q3 		$4.72M Buy
79,800
+1,800
+2% +$109K 3.83% 9
2021
Q2 		$4.63M Buy
+78,000
New +$4.52M 3.89% 9

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

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

Refined Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 92% in Q1 2026, selling an estimated $3.66M and leaving 4,212 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #37.

Refined Wealth Management first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.44M in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Refined Wealth Management held 4,212 shares of Vanguard Mid-Cap ETF worth $302K as of Q1 2026.
  • Refined Wealth Management sold 49,240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.66M.
  • Vanguard Mid-Cap ETF made up 0.19% of Refined Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Refined Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Refined Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.44M in Q3 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.