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Retirement Guys Formula’s Vanguard Mid-Cap ETF VO Stock Holding History

Retirement Guys Formula’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 		$4.3M Buy
59,848
+2,212
+4% +$164K 1.98% 6
2025
Q4 		$4.18M Buy
57,636
+2,336
+4% +$170K 1.91% 8
2025
Q3 		$4.06M Sell
55,300
-288
-0.5% -$20.7K 1.43% 15
2025
Q2 		$3.89M Sell
55,588
-104
-0.2% -$6.83K 1.48% 14
2025
Q1 		$3.6M Buy
55,692
+5,876
+12% +$394K 1.79% 10
2024
Q4 		$3.29M Buy
49,816
+2,516
+5% +$171K 1.66% 9
2024
Q3 		$3.12M Sell
47,300
-1,764
-4% -$111K 1.45% 10
2024
Q2 		$2.97M Buy
49,064
+232
+0.5% +$14.1K 1.42% 13
2024
Q1 		$3.05M Sell
48,832
-3,444
-7% -$204K 1.49% 11
2023
Q4 		$3.04M Sell
52,276
-2,156
-4% -$115K 1.63% 13
2023
Q3 		$2.83M Sell
54,432
-1,696
-3% -$93K 1.97% 10
2023
Q2 		$3.09M Sell
56,128
-5,336
-9% -$280K 1.79% 13
2023
Q1 		$3.24M Sell
61,464
-64
-0.1% -$3.4K 2.32% 8
2022
Q4 		$3.14M Sell
61,528
-14,704
-19% -$749K 2.57% 7
2022
Q3 		$3.58M Buy
76,232
+2,436
+3% +$127K 3.77% 4
2022
Q2 		$3.63M Buy
73,796
+3,252
+5% +$176K 3.73% 7
2022
Q1 		$4.19M Buy
70,544
+62,196
+745% +$3.65M 2.81% 9
2021
Q4 		$531K Buy
+8,348
New +$523K 0.42% 48

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 Guys Formula's VO Position: Q1 2026 in Review

Retirement Guys Formula increased its Vanguard Mid-Cap ETF (VO) stake by 3.8% in Q1 2026, buying an estimated $164K and bringing the position to 59,848 shares worth $4.3M. The position accounts for 1.98% of the portfolio, ranked #6.

Retirement Guys Formula first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Retirement Guys Formula held 59,848 shares of Vanguard Mid-Cap ETF worth $4.3M as of Q1 2026.
  • Retirement Guys Formula bought 2,212 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $164K.
  • Vanguard Mid-Cap ETF made up 1.98% of Retirement Guys Formula's portfolio in Q1 2026, its #6 holding.
  • Retirement Guys Formula first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.