SB
VO icon

Strategic Blueprint’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategic Blueprint’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 		$861K Sell
11,992
-260
-2% -$19.3K 0.05% 305
2025
Q4 		$889K Buy
12,252
+1,040
+9% +$75.7K 0.05% 288
2025
Q3 		$823K Sell
11,212
-616
-5% -$44.2K 0.04% 372
2025
Q2 		$827K Sell
11,828
-1,572
-12% -$103K 0.04% 339
2025
Q1 		$866K Buy
13,400
+708
+6% +$47.5K 0.05% 310
2024
Q4 		$838K Buy
12,692
+2,776
+28% +$188K 0.05% 297
2024
Q3 		$654K Buy
9,916
+500
+5% +$31.4K 0.04% 338
2024
Q2 		$570K Buy
9,416
+1,364
+17% +$82.9K 0.04% 350
2024
Q1 		$503K Sell
8,052
-376
-4% -$22.2K 0.04% 381
2023
Q4 		$490K Sell
8,428
-272
-3% -$14.5K 0.04% 355
2023
Q3 		$453K Buy
8,700
+460
+6% +$25.2K 0.04% 344
2023
Q2 		$454K Sell
8,240
-1,900
-19% -$99.6K 0.04% 342
2023
Q1 		$535K Sell
10,140
-868
-8% -$46.2K 0.06% 296
2022
Q4 		$561K Sell
11,008
-16,176
-60% -$824K 0.06% 272
2022
Q3 		$1.28M Buy
27,184
+2,888
+12% +$151K 0.15% 145
2022
Q2 		$1.2M Sell
24,296
-2,556
-10% -$138K 0.15% 152
2022
Q1 		$1.6M Sell
26,852
-2,924
-10% -$172K 0.19% 117
2021
Q4 		$1.9M Sell
29,776
-1,080
-4% -$67.7K 0.24% 90
2021
Q3 		$1.83M Buy
30,856
+3,824
+14% +$231K 0.28% 85
2021
Q2 		$1.6M Buy
27,032
+4,596
+20% +$266K 0.25% 83
2021
Q1 		$1.24M Buy
22,436
+2,704
+14% +$147K 0.26% 85
2020
Q4 		$1.02M Buy
19,732
+3,512
+22% +$170K 0.26% 86
2020
Q3 		$715K Buy
16,220
+5,544
+52% +$242K 0.22% 90
2020
Q2 		$437K Buy
10,676
+4,144
+63% +$159K 0.15% 98
2020
Q1 		$215K Buy
+6,532
New +$270K 0.13% 116
2019
Q4 		– Sell
-1,200
Closed -$50K – 411
2019
Q3 		$50K Buy
+1,200
New +$50.1K 0.04% 153

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

Strategic Blueprint's VO Position: Q1 2026 in Review

Strategic Blueprint reduced its Vanguard Mid-Cap ETF (VO) stake by 2.1% in Q1 2026, selling an estimated $19.3K and leaving 11,992 shares worth $861K. The position accounts for 0.05% of the portfolio, ranked #305.

Strategic Blueprint first reported a position in VO in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.9M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Strategic Blueprint held 11,992 shares of Vanguard Mid-Cap ETF worth $861K as of Q1 2026.
  • Strategic Blueprint sold 260 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $19.3K.
  • Vanguard Mid-Cap ETF made up 0.05% of Strategic Blueprint's portfolio in Q1 2026, its #305 holding.
  • Strategic Blueprint first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and has held it in 26 quarters since.
  • Strategic Blueprint's Vanguard Mid-Cap ETF position peaked at $1.9M in Q4 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.