Shepherd Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Shepherd Financial Partners’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	$358K	Buy	4,980 +168	+3%	+$12.5K	0.03%	188
2025 Q4	$349K	Sell	4,812 -1,392	-22%	-$101K	0.03%	191
2025 Q3	$456K	Hold	6,204	–	–	0.04%	162
2025 Q2	$434K	Hold	6,204	–	–	0.05%	163
2025 Q1	$401K	Buy	6,204 +1,600	+35%	+$107K	0.05%	169
2024 Q4	$304K	Buy	+4,604	New	+$313K	0.04%	178

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

Shepherd Financial Partners's VO Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard Mid-Cap ETF (VO) stake by 3.5% in Q1 2026, buying an estimated $12.5K and bringing the position to 4,980 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #188.

Shepherd Financial Partners first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Shepherd Financial Partners held 4,980 shares of Vanguard Mid-Cap ETF worth $358K as of Q1 2026.
Shepherd Financial Partners bought 168 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $12.5K.
Vanguard Mid-Cap ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #188 holding.
Shepherd Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Shepherd Financial Partners's Vanguard Mid-Cap ETF position peaked at $456K in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.