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Sheaff Brock Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Sheaff Brock Investment 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
Q1 		$882K Sell
13,640
-196
-1% -$13.2K 0.08% 182
2024
Q4 		$914K Buy
13,836
+2,804
+25% +$190K 0.08% 175
2024
Q3 		$728K Buy
11,032
+344
+3% +$21.6K 0.06% 209
2024
Q2 		$647K Hold
10,688
– – 0.06% 215
2024
Q1 		$668K Sell
10,688
-712
-6% -$42.1K 0.04% 250
2023
Q4 		$663K Buy
11,400
+8
+0.1% +$427 0.05% 229
2023
Q3 		$593K Sell
11,392
-392
-3% -$21.5K 0.05% 223
2023
Q2 		$649K Sell
11,784
-180
-2% -$9.44K 0.05% 219
2023
Q1 		$631K Sell
11,964
-184
-2% -$9.79K 0.06% 226
2022
Q4 		$619K Sell
12,148
-264
-2% -$13.4K 0.06% 216
2022
Q3 		$583K Buy
12,412
+4
+0% +$209 0.06% 216
2022
Q2 		$611K Buy
12,408
+68
+0.6% +$3.67K 0.05% 215
2022
Q1 		$733K Buy
12,340
+2,260
+22% +$133K 0.05% 224
2021
Q4 		$642K Buy
10,080
+2,180
+28% +$137K 0.04% 236
2021
Q3 		$467K Buy
7,900
+92
+1% +$5.56K 0.03% 280
2021
Q2 		$464K Hold
7,808
– – 0.03% 276
2021
Q1 		$432K Sell
7,808
-600
-7% -$32.6K 0.03% 278
2020
Q4 		$435K Buy
8,408
+2,000
+31% +$96.8K 0.04% 262
2020
Q3 		$282K Buy
+6,408
New +$279K 0.03% 318
2020
Q2 		– Sell
-20,292
Closed -$668K – 477
2020
Q1 		$668K Buy
20,292
+2,404
+13% +$99.5K 0.09% 145
2019
Q4 		$797K Sell
17,888
-1,196
-6% -$51.4K 0.08% 181
2019
Q3 		$800K Hold
19,084
– – 0.09% 167
2019
Q2 		$797K Buy
19,084
+60
+0.3% +$2.46K 0.09% 175
2019
Q1 		$765K Sell
19,024
-80
-0.4% -$3.08K 0.09% 186
2018
Q4 		$660K Buy
19,104
+4
+0% +$150 0.1% 182
2018
Q3 		$784K Sell
19,100
-160
-0.8% -$6.53K 0.07% 193
2018
Q2 		$759K Sell
19,260
-80
-0.4% -$3.14K 0.07% 192
2018
Q1 		$746K Sell
19,340
-120
-0.6% -$4.72K 0.08% 189
2017
Q4 		$753K Hold
19,460
– – 0.1% 192
2017
Q3 		$715K Sell
19,460
-100
-0.5% -$3.61K 0.09% 204
2017
Q2 		$697K Hold
19,560
– – 0.09% 222
2017
Q1 		$681K Hold
19,560
– – 0.09% 228
2016
Q4 		$644K Buy
19,560
+500
+3% +$16.2K 0.08% 238
2016
Q3 		$617K Buy
19,060
+860
+5% +$27.6K 0.08% 241
2016
Q2 		$563K Hold
18,200
– – 0.07% 258
2016
Q1 		$552K Hold
18,200
– – 0.07% 267
2015
Q4 		$547K Buy
+18,200
New +$555K 0.06% 302

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's VO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q1 2025, selling an estimated $13.2K and leaving 13,640 shares worth $882K. The position accounts for 0.08% of the portfolio, ranked #182.

Sheaff Brock Investment Advisors first reported a position in VO in Q4 2015 and has held it in 37 quarters since. The position peaked at $914K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 13,640 shares of Vanguard Mid-Cap ETF worth $882K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 196 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $13.2K.
  • Vanguard Mid-Cap ETF made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #182 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Mid-Cap ETF position peaked at $914K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.