Searle & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Searle & Co’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	$437K	Buy	6,088 +2,088	+52%	+$155K	0.11%	134
2025 Q4	$290K	Hold	4,000	–	–	0.07%	153
2025 Q3	$294K	Hold	4,000	–	–	0.08%	154
2025 Q2	$280K	Hold	4,000	–	–	0.08%	149
2025 Q1	$259K	Hold	4,000	–	–	0.07%	152
2024 Q4	$264K	Hold	4,000	–	–	0.08%	154
2024 Q3	$264K	Hold	4,000	–	–	0.07%	151
2024 Q2	$242K	Hold	4,000	–	–	0.06%	163
2024 Q1	$250K	Hold	4,000	–	–	0.06%	145
2023 Q4	$233K	Hold	4,000	–	–	0.06%	150
2023 Q3	$208K	Hold	4,000	–	–	0.07%	136
2023 Q2	$228K	Hold	4,000	–	–	0.07%	136
2023 Q1	$209K	Buy	+4,000	New	+$213K	0.07%	138

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Searle & Co's VO Position: Q1 2026 in Review

Searle & Co increased its Vanguard Mid-Cap ETF (VO) stake by 52% in Q1 2026, buying an estimated $155K and bringing the position to 6,088 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #134.

Searle & Co first reported a position in VO in Q1 2023 and has held it in 13 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Searle & Co held 6,088 shares of Vanguard Mid-Cap ETF worth $437K as of Q1 2026.
Searle & Co bought 2,088 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $155K.
Vanguard Mid-Cap ETF made up 0.11% of Searle & Co's portfolio in Q1 2026, its #134 holding.
Searle & Co first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.