Ted Buchan & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Ted Buchan & Co’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	$265K	Buy	3,684 +60	+2%	+$4.46K	0.1%	78
2025 Q4	$263K	Sell	3,624 -188	-5%	-$13.7K	0.1%	77
2025 Q3	$280K	Sell	3,812 -4	-0.1%	-$287	0.11%	74
2025 Q2	$267K	Hold	3,816	–	–	0.11%	86
2025 Q1	$247K	Buy	3,816 +364	+11%	+$24.4K	0.12%	81
2024 Q4	$228K	Hold	3,452	–	–	0.11%	81
2024 Q3	$228K	Hold	3,452	–	–	0.11%	81
2024 Q2	$209K	Hold	3,452	–	–	0.11%	84
2024 Q1	$216K	Hold	3,452	–	–	0.13%	89
2023 Q4	$201K	Buy	+3,452	New	+$184K	0.15%	80

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

Ted Buchan & Co's VO Position: Q1 2026 in Review

Ted Buchan & Co increased its Vanguard Mid-Cap ETF (VO) stake by 1.7% in Q1 2026, buying an estimated $4.46K and bringing the position to 3,684 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #78.

Ted Buchan & Co first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $280K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Ted Buchan & Co held 3,684 shares of Vanguard Mid-Cap ETF worth $265K as of Q1 2026.
Ted Buchan & Co bought 60 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.46K.
Vanguard Mid-Cap ETF made up 0.1% of Ted Buchan & Co's portfolio in Q1 2026, its #78 holding.
Ted Buchan & Co first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Ted Buchan & Co's Vanguard Mid-Cap ETF position peaked at $280K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.