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

Spectrum Investment 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	$6.04M	Buy	84,076 +3,528	+4%	+$262K	3%	10
2025 Q4	$5.84M	Buy	80,548 +312	+0.4%	+$22.7K	2.93%	10
2025 Q3	$5.89M	Sell	80,236 -24	-0%	-$1.72K	3.19%	10
2025 Q2	$5.61M	Buy	80,260 +2,664	+3%	+$175K	3.26%	10
2025 Q1	$5.02M	Buy	77,596 +2,924	+4%	+$196K	3.24%	10
2024 Q4	$4.93M	Buy	74,672 +1,912	+3%	+$130K	3.29%	9
2024 Q3	$4.8M	Buy	72,760 +1,492	+2%	+$93.7K	3.29%	10
2024 Q2	$4.31M	Buy	+71,268	New	+$4.33M	3.16%	10

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

Spectrum Investment Advisors's VO Position: Q1 2026 in Review

Spectrum Investment Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 4.4% in Q1 2026, buying an estimated $262K and bringing the position to 84,076 shares worth $6.04M. The position accounts for 3% of the portfolio, ranked #10.

Spectrum Investment Advisors first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Spectrum Investment Advisors held 84,076 shares of Vanguard Mid-Cap ETF worth $6.04M as of Q1 2026.
Spectrum Investment Advisors bought 3,528 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $262K.
Vanguard Mid-Cap ETF made up 3% of Spectrum Investment Advisors's portfolio in Q1 2026, its #10 holding.
Spectrum Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.