Sharp Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Sharp Financial Services’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	$259K	Buy	3,608 +208	+6%	+$15.5K	0.13%	100
2025 Q4	$247K	Sell	3,400 -588	-15%	-$42.8K	0.12%	101
2025 Q3	$293K	Sell	3,988 -516	-11%	-$37.1K	0.16%	83
2025 Q2	$315K	Sell	4,504 -256	-5%	-$16.8K	0.2%	63
2025 Q1	$308K	Hold	4,760	–	–	0.24%	61
2024 Q4	$314K	Sell	4,760 -40	-0.8%	-$2.72K	0.24%	68
2024 Q3	$317K	Sell	4,800 -1,892	-28%	-$119K	0.24%	65
2024 Q2	$405K	Sell	6,692 -6,360	-49%	-$386K	0.35%	57
2024 Q1	$815K	Sell	13,052 -4,040	-24%	-$239K	0.76%	25
2023 Q4	$994K	Buy	+17,092	New	+$913K	1.08%	20

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

Sharp Financial Services's VO Position: Q1 2026 in Review

Sharp Financial Services increased its Vanguard Mid-Cap ETF (VO) stake by 6.1% in Q1 2026, buying an estimated $15.5K and bringing the position to 3,608 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #100.

Sharp Financial Services first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $994K in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Sharp Financial Services held 3,608 shares of Vanguard Mid-Cap ETF worth $259K as of Q1 2026.
Sharp Financial Services bought 208 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $15.5K.
Vanguard Mid-Cap ETF made up 0.13% of Sharp Financial Services's portfolio in Q1 2026, its #100 holding.
Sharp Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Sharp Financial Services's Vanguard Mid-Cap ETF position peaked at $994K in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.