Smith & Howard Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Smith & Howard Wealth Management’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	–	Sell	-800	Closed	-$57K	–	101
2025 Q4	$57K	Sell	800 -800	-50%	-$58.2K	0.01%	88
2025 Q3	$111K	Buy	+1,600	New	+$115K	0.03%	85

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

Smith & Howard Wealth Management's VO Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 9.8% in Q1 2026, buying an estimated $1.43M and bringing the position to 215,868 shares worth $15.5M. The position accounts for 3.35% of the portfolio, ranked #9.

Smith & Howard Wealth Management first reported a position in VO in Q3 2019 and has held it in 27 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Smith & Howard Wealth Management held 215,868 shares of Vanguard Mid-Cap ETF worth $15.5M as of Q1 2026.
Smith & Howard Wealth Management bought 19,268 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.43M.
Vanguard Mid-Cap ETF made up 3.35% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #9 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.