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Townsend Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Townsend Asset 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
2026
Q1 		$290K Buy
4,044
+392
+11% +$29.1K 0.1% 107
2025
Q4 		$265K Buy
3,652
+24
+0.7% +$1.75K 0.09% 105
2025
Q3 		$266K Buy
3,628
+16
+0.4% +$1.15K 0.09% 103
2025
Q2 		$253K Sell
3,612
-196
-5% -$12.9K 0.09% 105
2025
Q1 		$246K Sell
3,808
-912
-19% -$61.2K 0.09% 105
2024
Q4 		$312K Buy
4,720
+16
+0.3% +$1.09K 0.11% 107
2024
Q3 		$310K Buy
4,704
+32
+0.7% +$2.01K 0.12% 109
2024
Q2 		$283K Sell
4,672
-608
-12% -$36.9K 0.11% 111
2024
Q1 		$330K Sell
5,280
-1,404
-21% -$83K 0.13% 104
2023
Q4 		$389K Buy
6,684
+296
+5% +$15.8K 0.18% 88
2023
Q3 		$332K Buy
6,388
+20
+0.3% +$1.1K 0.17% 95
2023
Q2 		$350K Sell
6,368
-2,140
-25% -$112K 0.17% 93
2023
Q1 		$449K Buy
8,508
+28
+0.3% +$1.49K 0.23% 79
2022
Q4 		$432K Buy
8,480
+44
+0.5% +$2.24K 0.22% 87
2022
Q3 		$397K Sell
8,436
-940
-10% -$49.1K 0.22% 87
2022
Q2 		$462K Sell
9,376
-376
-4% -$20.3K 0.24% 85
2022
Q1 		$580K Buy
9,752
+28
+0.3% +$1.64K 0.28% 75
2021
Q4 		$619K Sell
9,724
-328
-3% -$20.6K 0.3% 73
2021
Q3 		$595K Buy
10,052
+1,412
+16% +$85.3K 0.32% 72
2021
Q2 		$513K Buy
8,640
+24
+0.3% +$1.39K 0.28% 77
2021
Q1 		$477K Buy
8,616
+1,164
+16% +$63.2K 0.3% 73
2020
Q4 		$385K Sell
7,452
-1,932
-21% -$93.5K 0.26% 85
2020
Q3 		$414K Sell
9,384
-1,316
-12% -$57.3K 0.34% 79
2020
Q2 		$438K Hold
10,700
– – 0.35% 76
2020
Q1 		$352K Buy
10,700
+1,364
+15% +$56.5K 0.36% 74
2019
Q4 		$416K Buy
+9,336
New +$401K 0.34% 80

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Townsend Asset Management's VO Position: Q1 2026 in Review

Townsend Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $29.1K and bringing the position to 4,044 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #107.

Townsend Asset Management first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $619K in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Townsend Asset Management held 4,044 shares of Vanguard Mid-Cap ETF worth $290K as of Q1 2026.
  • Townsend Asset Management bought 392 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $29.1K.
  • Vanguard Mid-Cap ETF made up 0.1% of Townsend Asset Management's portfolio in Q1 2026, its #107 holding.
  • Townsend Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Townsend Asset Management's Vanguard Mid-Cap ETF position peaked at $619K in Q4 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.