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SoundView Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

SoundView 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
2026
Q1 		$1.7M Buy
23,648
+72
+0.3% +$5.35K 0.6% 17
2025
Q4 		$1.71M Buy
+23,576
New +$1.72M 0.6% 16
2025
Q3 		– Sell
-23,328
Closed -$1.63M – 38
2025
Q2 		$1.63M Hold
23,328
– – 0.6% 19
2025
Q1 		$1.51M Buy
23,328
+28
+0.1% +$1.88K 0.62% 20
2024
Q4 		$1.54M Buy
+23,300
New +$1.58M 0.63% 20

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

SoundView Advisors's VO Position: Q1 2026 in Review

SoundView Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.31% in Q1 2026, buying an estimated $5.35K and bringing the position to 23,648 shares worth $1.7M. The position accounts for 0.6% of the portfolio, ranked #17.

SoundView Advisors first reported a position in VO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.71M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • SoundView Advisors held 23,648 shares of Vanguard Mid-Cap ETF worth $1.7M as of Q1 2026.
  • SoundView Advisors bought 72 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.35K.
  • Vanguard Mid-Cap ETF made up 0.6% of SoundView Advisors's portfolio in Q1 2026, its #17 holding.
  • SoundView Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • SoundView Advisors's Vanguard Mid-Cap ETF position peaked at $1.71M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.