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Telos Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Telos Capital Management’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
Q1 		– Sell
-3,424
Closed -$226K – 203
2024
Q4 		$226K Sell
3,424
-360
-10% -$24.4K 0.02% 183
2024
Q3 		$250K Buy
+3,784
New +$238K 0.03% 186
2024
Q2 		– Sell
-3,632
Closed -$227K – 202
2024
Q1 		$227K Hold
3,632
– – 0.03% 185
2023
Q4 		$211K Buy
+3,632
New +$194K 0.03% 187
2023
Q3 		– Sell
-3,940
Closed -$217K – 195
2023
Q2 		$217K Buy
+3,940
New +$207K 0.03% 187

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Telos Capital Management's VO Position: Q1 2025 in Review

Telos Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 3,424 shares — an estimated $226K sold.

Telos Capital Management first reported a position in VO in Q2 2023 and held it in 5 quarters. The position peaked at $250K in Q3 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Telos Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Telos Capital Management sold 3,424 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $226K.
  • Telos Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 5 quarters.
  • Telos Capital Management's Vanguard Mid-Cap ETF position peaked at $250K in Q3 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Telos Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.