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

Strategic Wealth Partners’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 		$257K Buy
3,576
+136
+4% +$10.1K 0.02% 271
2025
Q4 		$250K Buy
3,440
+468
+16% +$34K 0.02% 291
2025
Q3 		$218K Sell
2,972
-2,204
-43% -$158K 0.02% 323
2025
Q2 		$362K Buy
+5,176
New +$340K 0.03% 253
2024
Q4 		$357K Buy
5,168
+736
+17% +$50K 0.03% 245
2024
Q3 		$292K Sell
4,432
-400
-8% -$25.1K 0.03% 256
2024
Q2 		$292K Sell
4,832
-16
-0.3% -$972 0.03% 247
2024
Q1 		$303K Buy
4,848
+240
+5% +$14.2K 0.03% 231
2023
Q4 		$268K Sell
4,608
-36
-0.8% -$1.92K 0.03% 232
2023
Q3 		$242K Sell
4,644
-44
-0.9% -$2.41K 0.03% 258
2023
Q2 		$258K Buy
4,688
+184
+4% +$9.65K 0.03% 258
2023
Q1 		$237K Buy
+4,504
New +$240K 0.04% 236
2022
Q2 		– Sell
-11,444
Closed -$680K – 289
2022
Q1 		$680K Sell
11,444
-140
-1% -$8.21K 0.13% 157
2021
Q4 		$738K Sell
11,584
-220
-2% -$13.8K 0.14% 167
2021
Q3 		$699K Buy
11,804
+240
+2% +$14.5K 0.21% 133
2021
Q2 		$686K Buy
+11,564
New +$670K 0.22% 116
2018
Q3 		– Sell
-516
Closed -$20K – 701
2018
Q2 		$20K Hold
516
– – 0.01% 399
2018
Q1 		$20K Buy
+516
New +$20.3K 0.01% 358

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 Wealth Partners's VO Position: Q1 2026 in Review

Strategic Wealth Partners increased its Vanguard Mid-Cap ETF (VO) stake by 4% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,576 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #271.

Strategic Wealth Partners first reported a position in VO in Q1 2018 and has held it in 18 quarters since. The position peaked at $738K in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Strategic Wealth Partners held 3,576 shares of Vanguard Mid-Cap ETF worth $257K as of Q1 2026.
  • Strategic Wealth Partners bought 136 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Mid-Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #271 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Vanguard Mid-Cap ETF position peaked at $738K in Q4 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.