Strategies Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategies Wealth 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	$1.3M	Buy	18,096 +56	+0.3%	+$4.16K	0.13%	57
2025 Q4	$1.31M	Buy	18,040 +1,444	+9%	+$105K	0.13%	52
2025 Q3	$1.22M	Sell	16,596 -100	-0.6%	-$7.18K	0.13%	50
2025 Q2	$1.17M	Sell	16,696 -2,352	-12%	-$154K	0.13%	51
2025 Q1	$1.23M	Sell	19,048 -2,152	-10%	-$144K	0.15%	48
2024 Q4	$1.47M	Buy	21,200 +180	+0.9%	+$12.2K	0.18%	40
2024 Q3	$1.39M	Buy	21,020 +1,040	+5%	+$65.3K	0.19%	36
2024 Q2	$1.21M	Buy	19,980 +1,244	+7%	+$75.6K	0.18%	36
2024 Q1	$1.17M	Sell	18,736 -552	-3%	-$32.6K	0.18%	36
2023 Q4	$1.12M	Sell	19,288 -4,408	-19%	-$236K	0.19%	39
2023 Q3	$1.23M	Sell	23,696 -356	-1%	-$19.5K	0.24%	38
2023 Q2	$1.32M	Buy	24,052 +4,636	+24%	+$243K	0.27%	38
2023 Q1	$1.02M	Sell	19,416 -5,976	-24%	-$318K	0.23%	39
2022 Q4	$1.29M	Buy	+25,392	New	+$1.29M	0.32%	35
2022 Q2	$972K	Buy	19,744 +1,164	+6%	+$62.9K	0.28%	43
2022 Q1	$1.1M	Buy	18,580 +10,708	+136%	+$628K	0.3%	39
2021 Q4	$501K	Buy	+7,872	New	+$493K	0.14%	53

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

Strategies Wealth Advisors's VO Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.31% in Q1 2026, buying an estimated $4.16K and bringing the position to 18,096 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #57.

Strategies Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.47M in Q4 2024. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Strategies Wealth Advisors held 18,096 shares of Vanguard Mid-Cap ETF worth $1.3M as of Q1 2026.
Strategies Wealth Advisors bought 56 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.16K.
Vanguard Mid-Cap ETF made up 0.13% of Strategies Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Strategies Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.47M in Q4 2024.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.