Stone House Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Stone House Investment 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	$567K	Buy	7,896 +32	+0.4%	+$2.38K	0.1%	37
2025 Q4	$571K	Sell	7,864 -760	-9%	-$55.3K	0.09%	40
2025 Q3	$633K	Buy	8,624 +32	+0.4%	+$2.3K	0.11%	42
2025 Q2	$601K	Sell	8,592 -1,548	-15%	-$102K	0.11%	38
2025 Q1	$656K	Buy	10,140 +900	+10%	+$60.4K	0.13%	40
2024 Q4	$610K	Buy	9,240 +1,944	+27%	+$132K	0.16%	35
2024 Q3	$481K	Buy	7,296 +672	+10%	+$42.2K	0.1%	39
2024 Q2	$401K	Buy	6,624 +696	+12%	+$42.3K	0.1%	38
2024 Q1	$370K	Buy	5,928 +660	+13%	+$39K	0.09%	44
2023 Q4	$306K	Buy	5,268 +580	+12%	+$31K	0.11%	37
2023 Q3	$244K	Buy	4,688 +568	+14%	+$31.1K	0.08%	35
2023 Q2	$227K	Buy	4,120 +588	+17%	+$30.8K	0.08%	34
2023 Q1	$186K	Buy	+3,532	New	+$188K	0.06%	40

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

Stone House Investment Management's VO Position: Q1 2026 in Review

Stone House Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.41% in Q1 2026, buying an estimated $2.38K and bringing the position to 7,896 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #37.

Stone House Investment Management first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $656K in Q1 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Stone House Investment Management held 7,896 shares of Vanguard Mid-Cap ETF worth $567K as of Q1 2026.
Stone House Investment Management bought 32 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.38K.
Vanguard Mid-Cap ETF made up 0.1% of Stone House Investment Management's portfolio in Q1 2026, its #37 holding.
Stone House Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Stone House Investment Management's Vanguard Mid-Cap ETF position peaked at $656K in Q1 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.