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

Semmax 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
2025 Q2	$2.57K	Sell	36 -304	-89%	-$20K	﹤0.01%	339
2025 Q1	$22.3K	Buy	340 +332	+4,150%	+$22.3K	0.01%	195
2024 Q4	$565	Hold	8	–	–	﹤0.01%	316
2024 Q3	$563	Hold	8	–	–	﹤0.01%	338
2024 Q2	$499	Hold	8	–	–	﹤0.01%	373
2024 Q1	$495	Hold	8	–	–	﹤0.01%	364
2023 Q4	$465	Buy	+8	New	+$427	﹤0.01%	369

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Semmax Financial Advisors's VO Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 89% in Q2 2025, selling an estimated $20K and leaving 36 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Semmax Financial Advisors first reported a position in VO in Q4 2023 and has held it in 7 quarters since. The position peaked at $22.3K in Q1 2025. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Semmax Financial Advisors held 36 shares of Vanguard Mid-Cap ETF worth $2.57K as of Q2 2025.
Semmax Financial Advisors sold 304 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $20K.
Vanguard Mid-Cap ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #339 holding.
Semmax Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Semmax Financial Advisors's Vanguard Mid-Cap ETF position peaked at $22.3K in Q1 2025.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.