Ritholtz Wealth Management’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 | $4.79M | Buy |
66,664
+42,960
| +181% | +$3.19M | 0.08% | 172 |
|
|
2025
Q4 | $1.72M | Buy |
23,704
+300
| +1% | +$21.8K | 0.03% | 385 |
|
|
2025
Q3 | $1.72M | Buy |
23,404
+1,416
| +6% | +$102K | 0.03% | 372 |
|
|
2025
Q2 | $1.54M | Buy |
21,988
+336
| +2% | +$22.1K | 0.03% | 360 |
|
|
2025
Q1 | $1.4M | Sell |
21,652
-344
| -2% | -$23.1K | 0.04% | 327 |
|
|
2024
Q4 | $1.45M | Sell |
21,996
-584
| -3% | -$39.6K | 0.04% | 287 |
|
|
2024
Q3 | $1.49M | Buy |
22,580
+940
| +4% | +$59K | 0.04% | 289 |
|
|
2024
Q2 | $1.31M | Buy |
21,640
+2,984
| +16% | +$181K | 0.04% | 282 |
|
|
2024
Q1 | $1.17M | Buy |
18,656
+5,784
| +45% | +$342K | 0.04% | 317 |
|
|
2023
Q4 | $749K | Buy |
12,872
+3,216
| +33% | +$172K | 0.03% | 395 |
|
|
2023
Q3 | $503K | Sell |
9,656
-820
| -8% | -$45K | 0.02% | 457 |
|
|
2023
Q2 | $577K | Buy |
10,476
+716
| +7% | +$37.5K | 0.03% | 400 |
|
|
2023
Q1 | $515K | Buy |
9,760
+156
| +2% | +$8.3K | 0.03% | 394 |
|
|
2022
Q4 | $489K | Sell |
9,604
-2,880
| -23% | -$147K | 0.03% | 367 |
|
|
2022
Q3 | $587K | Buy |
12,484
+4
| +0% | +$209 | 0.03% | 358 |
|
|
2022
Q2 | $615K | Sell |
12,480
-644
| -5% | -$34.8K | 0.04% | 271 |
|
|
2022
Q1 | $780K | Buy |
13,124
+660
| +5% | +$38.7K | 0.05% | 228 |
|
|
2021
Q4 | $794K | Sell |
12,464
-316
| -2% | -$19.8K | 0.05% | 211 |
|
|
2021
Q3 | $756K | Sell |
12,780
-56
| -0.4% | -$3.38K | 0.05% | 186 |
|
|
2021
Q2 | $762K | Buy |
12,836
+4,308
| +51% | +$250K | 0.05% | 187 |
|
|
2021
Q1 | $472K | Sell |
8,528
-2,684
| -24% | -$146K | 0.04% | 217 |
|
|
2020
Q4 | $580K | Hold |
11,212
| – | – | 0.06% | 144 |
|
|
2020
Q3 | $494K | Buy |
11,212
+1,404
| +14% | +$61.2K | 0.06% | 137 |
|
|
2020
Q2 | $402K | Buy |
9,808
+1,332
| +16% | +$51K | 0.05% | 137 |
|
|
2020
Q1 | $279K | Sell |
8,476
-1,340
| -14% | -$55.5K | 0.04% | 107 |
|
|
2019
Q4 | $437K | Buy |
9,816
+196
| +2% | +$8.42K | 0.06% | 91 |
|
|
2019
Q3 | $403K | Buy |
9,620
+380
| +4% | +$15.9K | 0.07% | 92 |
|
|
2019
Q2 | $386K | Sell |
9,240
-80
| -0.9% | -$3.27K | 0.07% | 89 |
|
|
2019
Q1 | $375K | Sell |
9,320
-696
| -7% | -$26.8K | 0.07% | 89 |
|
|
2018
Q4 | $346K | Buy |
10,016
+824
| +9% | +$30.9K | 0.08% | 82 |
|
|
2018
Q3 | $377K | Hold |
9,192
| – | – | 0.1% | 79 |
|
|
2018
Q2 | $362K | Hold |
9,192
| – | – | 0.1% | 78 |
|
|
2018
Q1 | $354K | Sell |
9,192
-8,760
| -49% | -$345K | 0.1% | 75 |
|
|
2017
Q4 | $695K | Buy |
17,952
+2,092
| +13% | +$79K | 0.21% | 56 |
|
|
2017
Q3 | $583K | Sell |
15,860
-2,020
| -11% | -$72.9K | 0.22% | 36 |
|
|
2017
Q2 | $637K | Buy |
+17,880
| New | +$632K | 0.27% | 35 |
|
|
2016
Q4 | $509K | Buy |
+15,476
| New | +$501K | 0.26% | 42 |
|
Other funds holding VO
Ritholtz Wealth Management's VO Position: Q1 2026 in Review
Ritholtz Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 181% in Q1 2026, buying an estimated $3.19M and bringing the position to 66,664 shares worth $4.79M. The position accounts for 0.08% of the portfolio, ranked #172.
Ritholtz Wealth Management first reported a position in VO in Q4 2016 and has held it in 37 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Ritholtz Wealth Management held 66,664 shares of Vanguard Mid-Cap ETF worth $4.79M as of Q1 2026.
- Ritholtz Wealth Management bought 42,960 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.19M.
- Vanguard Mid-Cap ETF made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #172 holding.
- Ritholtz Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 37 quarters since.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.