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Scotia Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Scotia Capital’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 		$5.83M Sell
81,232
-5,864
-7% -$436K 0.02% 277
2025
Q4 		$6.32M Sell
87,096
-2,012
-2% -$146K 0.03% 269
2025
Q3 		$6.54M Buy
89,108
+10,672
+14% +$766K 0.03% 258
2025
Q2 		$5.49M Buy
78,436
+20,560
+36% +$1.35M 0.03% 268
2025
Q1 		$3.74M Sell
57,876
-19,904
-26% -$1.34M 0.02% 309
2024
Q4 		$5.14M Sell
77,780
-120
-0.2% -$8.15K 0.03% 261
2024
Q3 		$5.14M Buy
77,900
+8,196
+12% +$515K 0.03% 255
2024
Q2 		$4.22M Buy
69,704
+4,088
+6% +$248K 0.02% 276
2024
Q1 		$4.1M Sell
65,616
-7,932
-11% -$469K 0.02% 281
2023
Q4 		$4.28M Buy
73,548
+8,528
+13% +$456K 0.03% 265
2023
Q3 		$3.38M Buy
65,020
+904
+1% +$49.6K 0.02% 274
2023
Q2 		$3.53M Buy
64,116
+836
+1% +$43.8K 0.02% 276
2023
Q1 		$3.34M Sell
63,280
-12,044
-16% -$641K 0.02% 280
2022
Q4 		$3.84M Buy
75,324
+6,320
+9% +$322K 0.03% 253
2022
Q3 		$3.24M Buy
69,004
+8,360
+14% +$437K 0.03% 269
2022
Q2 		$2.99M Buy
60,644
+6,476
+12% +$350K 0.02% 302
2022
Q1 		$3.22M Buy
54,168
+13,772
+34% +$808K 0.02% 331
2021
Q4 		$2.57M Buy
40,396
+9,988
+33% +$626K 0.02% 365
2021
Q3 		$1.8M Buy
30,408
+4,692
+18% +$284K 0.01% 414
2021
Q2 		$1.53M Buy
25,716
+3,292
+15% +$191K 0.01% 433
2021
Q1 		$1.24M Buy
22,424
+8,536
+61% +$463K 0.01% 442
2020
Q4 		$718K Buy
13,888
+3,904
+39% +$189K 0.01% 510
2020
Q3 		$440K Buy
9,984
+700
+8% +$30.5K ﹤0.01% 531
2020
Q2 		$380K Buy
+9,284
New +$356K 0.01% 469

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

Scotia Capital's VO Position: Q1 2026 in Review

Scotia Capital reduced its Vanguard Mid-Cap ETF (VO) stake by 6.7% in Q1 2026, selling an estimated $436K and leaving 81,232 shares worth $5.83M. The position accounts for 0.02% of the portfolio, ranked #277.

Scotia Capital first reported a position in VO in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.54M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Scotia Capital held 81,232 shares of Vanguard Mid-Cap ETF worth $5.83M as of Q1 2026.
  • Scotia Capital sold 5,864 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $436K.
  • Vanguard Mid-Cap ETF made up 0.02% of Scotia Capital's portfolio in Q1 2026, its #277 holding.
  • Scotia Capital first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Scotia Capital's Vanguard Mid-Cap ETF position peaked at $6.54M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.