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Retirement Financial Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Retirement Financial Solutions’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 		$454K Buy
6,332
+256
+4% +$19K 0.13% 41
2025
Q4 		$441K Buy
6,076
+44
+0.7% +$3.2K 0.13% 39
2025
Q3 		$443K Sell
6,032
-285,656
-98% -$20.5M 0.14% 38
2025
Q2 		$20.4M Sell
291,688
-17,852
-6% -$1.17M 7.18% 2
2025
Q1 		$20M Buy
309,540
+14,788
+5% +$992K 7.79% 2
2024
Q4 		$19.5M Sell
294,752
-2,176
-0.7% -$148K 10.5% 2
2024
Q3 		$19.6M Buy
296,928
+5,536
+2% +$348K 8.58% 5
2024
Q2 		$17.6M Buy
291,392
+33,500
+13% +$2.04M 8.3% 4
2024
Q1 		$16.1M Buy
257,892
+23,644
+10% +$1.4M 8.28% 5
2023
Q4 		$13.6M Buy
234,248
+20,560
+10% +$1.1M 7.72% 5
2023
Q3 		$11.1M Buy
213,688
+29,744
+16% +$1.63M 7.5% 8
2023
Q2 		$10.1M Buy
183,944
+26,084
+17% +$1.37M 6.96% 6
2023
Q1 		$8.32M Buy
157,860
+9,756
+7% +$519K 6.62% 6
2022
Q4 		$7.55M Buy
+148,104
New +$7.54M 6.41% 6

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

Retirement Financial Solutions's VO Position: Q1 2026 in Review

Retirement Financial Solutions increased its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q1 2026, buying an estimated $19K and bringing the position to 6,332 shares worth $454K. The position accounts for 0.13% of the portfolio, ranked #41.

Retirement Financial Solutions first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.4M in Q2 2025. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Retirement Financial Solutions held 6,332 shares of Vanguard Mid-Cap ETF worth $454K as of Q1 2026.
  • Retirement Financial Solutions bought 256 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $19K.
  • Vanguard Mid-Cap ETF made up 0.13% of Retirement Financial Solutions's portfolio in Q1 2026, its #41 holding.
  • Retirement Financial Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Retirement Financial Solutions's Vanguard Mid-Cap ETF position peaked at $20.4M in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.