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ROI Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

ROI Financial 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
Q3 		– Sell
-2,900
Closed -$203K – 74
2025
Q2 		$203K Sell
2,900
-364
-11% -$23.9K 0.13% 71
2025
Q1 		$211K Buy
3,264
+28
+0.9% +$1.88K 0.15% 59
2024
Q4 		$214K Sell
3,236
-160
-5% -$10.9K 0.15% 58
2024
Q3 		$224K Buy
3,396
+4
+0.1% +$251 0.15% 60
2024
Q2 		$205K Hold
3,392
– – 0.15% 60
2024
Q1 		$212K Sell
3,392
-584
-15% -$34.5K 0.17% 60
2023
Q4 		$231K Buy
+3,976
New +$212K 0.19% 58

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ROI Financial Advisors's VO Position: Q3 2025 in Review

ROI Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 2,900 shares — an estimated $203K sold.

ROI Financial Advisors first reported a position in VO in Q4 2023 and held it in 7 quarters. The position peaked at $231K in Q4 2023. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • ROI Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • ROI Financial Advisors sold 2,900 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $203K.
  • ROI Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
  • ROI Financial Advisors's Vanguard Mid-Cap ETF position peaked at $231K in Q4 2023.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on ROI Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.