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Simplicity Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Simplicity Wealth’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 		$2.93M Sell
40,744
-15,496
-28% -$1.15M 0.17% 132
2025
Q4 		$4.08M Buy
56,240
+4,632
+9% +$337K 0.24% 97
2025
Q3 		$3.79M Sell
51,608
-37,540
-42% -$2.7M 0.22% 106
2025
Q2 		$6.24M Buy
89,148
+45,008
+102% +$2.95M 0.26% 85
2025
Q1 		$2.85M Buy
44,140
+12,420
+39% +$833K 0.22% 112
2024
Q4 		$2.09M Buy
31,720
+6,524
+26% +$443K 0.44% 40
2024
Q3 		$1.66M Sell
25,196
-1,485,440
-98% -$93.3M 0.15% 128
2024
Q2 		$91.4M Buy
1,510,636
+93,036
+7% +$5.65M 2.07% 6
2024
Q1 		$88.6M Buy
1,417,600
+1,412,252
+26,407% +$83.5M 2.11% 7
2023
Q4 		$311K Buy
+5,348
New +$286K 0.12% 136

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Simplicity Wealth's VO Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 28% in Q1 2026, selling an estimated $1.15M and leaving 40,744 shares worth $2.93M. The position accounts for 0.17% of the portfolio, ranked #132.

Simplicity Wealth first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $91.4M in Q2 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Simplicity Wealth held 40,744 shares of Vanguard Mid-Cap ETF worth $2.93M as of Q1 2026.
  • Simplicity Wealth sold 15,496 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.15M.
  • Vanguard Mid-Cap ETF made up 0.17% of Simplicity Wealth's portfolio in Q1 2026, its #132 holding.
  • Simplicity Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Vanguard Mid-Cap ETF position peaked at $91.4M in Q2 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.