SDH
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Sloy Dahl & Holst’s Vanguard Mid-Cap ETF VO Stock Holding History

Sloy Dahl & Holst’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 		$774K Buy
10,776
+1,164
+12% +$86.5K 0.11% 54
2025
Q4 		$697K Buy
9,612
+2,996
+45% +$218K 0.08% 59
2025
Q3 		$486K Buy
6,616
+388
+6% +$27.9K 0.05% 68
2025
Q2 		$436K Buy
6,228
+252
+4% +$16.5K 0.06% 72
2025
Q1 		$386K Sell
5,976
-688
-10% -$46.2K 0.07% 67
2024
Q4 		$440K Buy
6,664
+892
+15% +$60.6K 0.06% 63
2024
Q3 		$381K Buy
5,772
+32
+0.6% +$2.01K 0.07% 66
2024
Q2 		$347K Hold
5,740
– – 0.07% 63
2024
Q1 		$359K Buy
5,740
+84
+1% +$4.96K 0.08% 59
2023
Q4 		$329K Hold
5,656
– – 0.07% 65
2023
Q3 		$294K Buy
5,656
+1,052
+23% +$57.7K 0.06% 64
2023
Q2 		$253K Buy
+4,604
New +$241K 0.05% 65

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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