SC&H Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

SC&H 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
2026 Q1	$973K	Hold	13,552	–	–	0.15%	66
2025 Q4	$983K	Buy	13,552 +560	+4%	+$40.7K	0.15%	66
2025 Q3	$954K	Sell	12,992 -28	-0.2%	-$2.01K	0.16%	68
2025 Q2	$911K	Sell	13,020 -104	-0.8%	-$6.83K	0.16%	73
2025 Q1	$849K	Hold	13,124	–	–	0.17%	72
2024 Q4	$867K	Hold	13,124	–	–	0.18%	68
2024 Q3	$866K	Hold	13,124	–	–	0.19%	71
2024 Q2	$794K	Hold	13,124	–	–	0.19%	70
2024 Q1	$820K	Buy	13,124 +352	+3%	+$20.8K	0.21%	70
2023 Q4	$743K	Hold	12,772	–	–	0.21%	67
2023 Q3	$665K	Hold	12,772	–	–	0.22%	71
2023 Q2	$703K	Hold	12,772	–	–	0.23%	74
2023 Q1	$673K	Hold	12,772	–	–	0.25%	73
2022 Q4	$651K	Hold	12,772	–	–	0.27%	73
2022 Q3	$600K	Sell	12,772 -6,864	-35%	-$359K	0.3%	68
2022 Q2	$967K	Buy	19,636 +6,864	+54%	+$371K	0.45%	47
2022 Q1	$759K	Hold	12,772	–	–	0.36%	58
2021 Q4	$813K	Buy	+12,772	New	+$801K	0.45%	52

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return