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River Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

River Wealth Advisors’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 		$456K Sell
6,352
-32
-0.5% -$2.38K 0.05% 157
2025
Q4 		$463K Sell
6,384
-124
-2% -$9.02K 0.05% 156
2025
Q3 		$478K Sell
6,508
-24
-0.4% -$1.72K 0.06% 157
2025
Q2 		$457K Sell
6,532
-212
-3% -$13.9K 0.06% 156
2025
Q1 		$436K Buy
6,744
+168
+3% +$11.3K 0.06% 156
2024
Q4 		$434K Sell
6,576
-168
-2% -$11.4K 0.06% 160
2024
Q3 		$445K Buy
6,744
+304
+5% +$19.1K 0.06% 153
2024
Q2 		$390K Sell
6,440
-28
-0.4% -$1.7K 0.06% 153
2024
Q1 		$404K Buy
6,468
+44
+0.7% +$2.6K 0.06% 152
2023
Q4 		$374K Buy
6,424
+92
+1% +$4.92K 0.06% 158
2023
Q3 		$330K Buy
6,332
+44
+0.7% +$2.41K 0.06% 169
2023
Q2 		$346K Buy
6,288
+80
+1% +$4.19K 0.06% 171
2023
Q1 		$327K Buy
6,208
+244
+4% +$13K 0.06% 172
2022
Q4 		$304K Buy
5,964
+56
+0.9% +$2.85K 0.06% 179
2022
Q3 		$278K Buy
5,908
+108
+2% +$5.64K 0.06% 177
2022
Q2 		$286K Buy
5,800
+44
+0.8% +$2.38K 0.05% 185
2022
Q1 		$342K Buy
5,756
+168
+3% +$9.86K 0.05% 179
2021
Q4 		$356K Buy
5,588
+324
+6% +$20.3K 0.06% 182
2021
Q3 		$312K Buy
5,264
+12
+0.2% +$725 0.05% 183
2021
Q2 		$312K Sell
5,252
-8
-0.2% -$464 0.05% 181
2021
Q1 		$291K Hold
5,260
– – 0.05% 185
2020
Q4 		$272K Buy
5,260
+200
+4% +$9.68K 0.06% 181
2020
Q3 		$223K Buy
+5,060
New +$221K 0.06% 186
2019
Q1 		– Sell
-2,760
Closed -$95K – 488
2018
Q4 		$95K Sell
2,760
-560
-17% -$21K 0.04% 194
2018
Q3 		$136K Hold
3,320
– – 0.05% 186
2018
Q2 		$131K Buy
+3,320
New +$130K 0.05% 186

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

River Wealth Advisors's VO Position: Q1 2026 in Review

River Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.5% in Q1 2026, selling an estimated $2.38K and leaving 6,352 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #157.

River Wealth Advisors first reported a position in VO in Q2 2018 and has held it in 26 quarters since. The position peaked at $478K in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • River Wealth Advisors held 6,352 shares of Vanguard Mid-Cap ETF worth $456K as of Q1 2026.
  • River Wealth Advisors sold 32 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.38K.
  • Vanguard Mid-Cap ETF made up 0.05% of River Wealth Advisors's portfolio in Q1 2026, its #157 holding.
  • River Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and has held it in 26 quarters since.
  • River Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $478K in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.