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Stonegate Investment Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$3.9M Buy
53,120
+2,812
+6% +$202K 0.09% 96
2025
Q2 		$3.52M Sell
50,308
-1,320
-3% -$86.6K 0.09% 94
2025
Q1 		$3.34M Buy
51,628
+12,628
+32% +$847K 0.09% 87
2024
Q4 		$2.58M Buy
39,000
+1,036
+3% +$70.3K 0.07% 107
2024
Q3 		$2.5M Buy
37,964
+15,384
+68% +$966K 0.07% 108
2024
Q2 		$1.37M Buy
22,580
+2,536
+13% +$154K 0.04% 142
2024
Q1 		$1.25M Buy
20,044
+2,468
+14% +$146K 0.04% 145
2023
Q4 		$1.02M Buy
17,576
+1,116
+7% +$59.6K 0.03% 155
2023
Q3 		$857K Buy
16,460
+464
+3% +$25.4K 0.03% 164
2023
Q2 		$880K Buy
15,996
+1,088
+7% +$57K 0.03% 172
2023
Q1 		$786K Buy
14,908
+1,432
+11% +$76.2K 0.03% 174
2022
Q4 		$687K Buy
13,476
+356
+3% +$18.1K 0.03% 179
2022
Q3 		$617K Buy
13,120
+224
+2% +$11.7K 0.03% 166
2022
Q2 		$635K Sell
12,896
-800
-6% -$43.2K 0.03% 166
2022
Q1 		$814K Buy
13,696
+2,864
+26% +$168K 0.03% 137
2021
Q4 		$690K Buy
+10,832
New +$679K 0.03% 152

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stonegate Investment Group's VO Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Mid-Cap ETF (VO) stake by 5.6% in Q3 2025, buying an estimated $202K and bringing the position to 53,120 shares worth $3.9M. The position accounts for 0.09% of the portfolio, ranked #96.

Stonegate Investment Group first reported a position in VO in Q4 2021 and has held it in 16 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Stonegate Investment Group held 53,120 shares of Vanguard Mid-Cap ETF worth $3.9M as of Q3 2025.
  • Stonegate Investment Group bought 2,812 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $202K.
  • Vanguard Mid-Cap ETF made up 0.09% of Stonegate Investment Group's portfolio in Q3 2025, its #96 holding.
  • Stonegate Investment Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.