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

Rossby Financial’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 		$329K Buy
4,560
+2,012
+79% +$149K 0.07% 257
2025
Q4 		$185K Sell
2,548
-268
-10% -$19.5K 0.06% 293
2025
Q3 		$207K Sell
2,816
-32
-1% -$2.3K 0.07% 271
2025
Q2 		$199K Sell
2,848
-88
-3% -$5.78K 0.07% 259
2025
Q1 		$186K Buy
+2,936
New +$197K 0.08% 236

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

Rossby Financial's VO Position: Q1 2026 in Review

Rossby Financial increased its Vanguard Mid-Cap ETF (VO) stake by 79% in Q1 2026, buying an estimated $149K and bringing the position to 4,560 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #257.

Rossby Financial first reported a position in VO in Q1 2025 and has held it in 5 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Rossby Financial held 4,560 shares of Vanguard Mid-Cap ETF worth $329K as of Q1 2026.
  • Rossby Financial bought 2,012 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $149K.
  • Vanguard Mid-Cap ETF made up 0.07% of Rossby Financial's portfolio in Q1 2026, its #257 holding.
  • Rossby Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.