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

Safeguard 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
2025
Q1 		$1.08M Sell
16,748
-1,332
-7% -$89.4K 0.24% 35
2024
Q4 		$1.19M Sell
18,080
-368
-2% -$25K 0.26% 34
2024
Q3 		$1.22M Sell
18,448
-416
-2% -$26.1K 0.29% 35
2024
Q2 		$1.14M Buy
18,864
+2,372
+14% +$144K 0.32% 31
2024
Q1 		$1.03M Sell
16,492
-3,436
-17% -$203K 0.34% 28
2023
Q4 		$1.16M Buy
19,928
+788
+4% +$42.1K 0.44% 26
2023
Q3 		$996K Sell
19,140
-624
-3% -$34.2K 0.48% 26
2023
Q2 		$1.09M Buy
19,764
+56
+0.3% +$2.94K 0.52% 23
2023
Q1 		$1.04M Sell
19,708
-2,296
-10% -$122K 0.63% 23
2022
Q4 		$1.12M Sell
22,004
-1,628
-7% -$82.9K 0.8% 21
2022
Q3 		$1.11M Sell
23,632
-4,048
-15% -$212K 1.03% 19
2022
Q2 		$1.36M Sell
27,680
-1,356
-5% -$73.3K 1.63% 13
2022
Q1 		$1.73M Buy
+29,036
New +$1.7M 2.58% 9

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

Safeguard Financial's VO Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 7.4% in Q1 2025, selling an estimated $89.4K and leaving 16,748 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #35.

Safeguard Financial first reported a position in VO in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.73M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Safeguard Financial held 16,748 shares of Vanguard Mid-Cap ETF worth $1.08M as of Q1 2025.
  • Safeguard Financial sold 1,332 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $89.4K.
  • Vanguard Mid-Cap ETF made up 0.24% of Safeguard Financial's portfolio in Q1 2025, its #35 holding.
  • Safeguard Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard Mid-Cap ETF position peaked at $1.73M in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.