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

Roberts 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
2025
Q1 		– Sell
-6,188
Closed -$417K – 106
2024
Q4 		$417K Buy
6,188
+2,364
+62% +$160K 0.13% 81
2024
Q3 		$251K Hold
3,824
– – 0.08% 89
2024
Q2 		$231K Hold
3,824
– – 0.08% 88
2024
Q1 		$227K Buy
+3,824
New +$226K 0.08% 90
2023
Q4 		– Sell
-3,824
Closed -$200K – 83
2023
Q3 		$200K Hold
3,824
– – 0.09% 88
2023
Q2 		$210K Buy
+3,824
New +$200K 0.09% 84

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roberts Wealth Advisors's VO Position: Q1 2025 in Review

Roberts Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 6,188 shares — an estimated $417K sold.

Roberts Wealth Advisors first reported a position in VO in Q2 2023 and held it in 6 quarters. The position peaked at $417K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Roberts Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 6,188 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $417K.
  • Roberts Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 6 quarters.
  • Roberts Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $417K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Roberts Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.