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

TKG 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
2025
Q3 		– Sell
-3,040
Closed -$213K – 98
2025
Q2 		$213K Buy
+3,040
New +$200K 0.1% 86
2025
Q1 		– Sell
-3,040
Closed -$211K – 93
2024
Q4 		$211K Hold
3,040
– – 0.1% 89
2024
Q3 		$201K Sell
3,040
-316
-9% -$19.8K 0.1% 92
2024
Q2 		$203K Hold
3,356
– – 0.11% 92
2024
Q1 		$210K Buy
+3,356
New +$198K 0.12% 91
2023
Q2 		– Sell
-5,596
Closed -$295K – 116
2023
Q1 		$295K Sell
5,596
-976
-15% -$51.9K 0.18% 71
2022
Q4 		$335K Buy
+6,572
New +$335K 0.22% 67

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
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
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

TKG Advisors's VO Position: Q3 2025 in Review

TKG Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 3,040 shares — an estimated $213K sold.

TKG Advisors first reported a position in VO in Q4 2022 and held it in 7 quarters. The position peaked at $335K in Q4 2022. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • TKG Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • TKG Advisors sold 3,040 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $213K.
  • TKG Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
  • TKG Advisors's Vanguard Mid-Cap ETF position peaked at $335K in Q4 2022.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on TKG Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.