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Talon Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Talon Private Wealth’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
Q2 		$56.5K Sell
808
-15,264
-95% -$1M 0.01% 198
2025
Q1 		$1.05M Buy
16,072
+14,368
+843% +$964K 0.14% 89
2024
Q4 		$113K Hold
1,704
– – 0.02% 134
2024
Q3 		$112K Buy
+1,704
New +$107K 0.02% 92

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Talon Private Wealth's VO Position: Q2 2025 in Review

Talon Private Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 95% in Q2 2025, selling an estimated $1M and leaving 808 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #198.

Talon Private Wealth first reported a position in VO in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2025. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Talon Private Wealth held 808 shares of Vanguard Mid-Cap ETF worth $56.5K as of Q2 2025.
  • Talon Private Wealth sold 15,264 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $1M.
  • Vanguard Mid-Cap ETF made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #198 holding.
  • Talon Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Talon Private Wealth's Vanguard Mid-Cap ETF position peaked at $1.05M in Q1 2025.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.