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

Seneca 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	$354K	Sell	4,932 -136	-3%	-$10.1K	0.1%	45
2025 Q4	$368K	Hold	5,068	–	–	0.11%	44
2025 Q3	$372K	Hold	5,068	–	–	0.12%	41
2025 Q2	$354K	Hold	5,068	–	–	0.14%	41
2025 Q1	$328K	Hold	5,068	–	–	0.16%	41
2024 Q4	$335K	Buy	5,068 +4	+0.1%	+$272	0.17%	39
2024 Q3	$334K	Hold	5,064	–	–	0.16%	39
2024 Q2	$307K	Hold	5,064	–	–	0.16%	46
2024 Q1	$316K	Sell	5,064 -684	-12%	-$40.4K	0.17%	47
2023 Q4	$334K	Hold	5,748	–	–	0.19%	43
2023 Q3	$299K	Sell	5,748 -276	-5%	-$15.1K	0.2%	42
2023 Q2	$332K	Hold	6,024	–	–	0.22%	40
2023 Q1	$318K	Buy	6,024 +548	+10%	+$29.2K	0.2%	44
2022 Q4	$279K	Buy	5,476 +256	+5%	+$13K	0.18%	40
2022 Q3	$245K	Buy	5,220 +4	+0.1%	+$209	0.18%	36
2022 Q2	$257K	Sell	5,216 -1,692	-24%	-$91.4K	0.17%	37
2022 Q1	$411K	Sell	6,908 -136	-2%	-$7.98K	0.25%	32
2021 Q4	$449K	Buy	+7,044	New	+$442K	0.27%	31

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

Seneca Financial Advisors's VO Position: Q1 2026 in Review

Seneca Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2.7% in Q1 2026, selling an estimated $10.1K and leaving 4,932 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #45.

Seneca Financial Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $449K in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Seneca Financial Advisors held 4,932 shares of Vanguard Mid-Cap ETF worth $354K as of Q1 2026.
Seneca Financial Advisors sold 136 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $10.1K.
Vanguard Mid-Cap ETF made up 0.1% of Seneca Financial Advisors's portfolio in Q1 2026, its #45 holding.
Seneca Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Seneca Financial Advisors's Vanguard Mid-Cap ETF position peaked at $449K in Q4 2021.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.