Traction Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Traction Financial Partners’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	$1.12M	Sell	15,636 -1,776	-10%	-$132K	0.69%	19
2025 Q4	$1.26M	Buy	17,412 +732	+4%	+$53.2K	0.75%	19
2025 Q3	$1.22M	Buy	16,680 +476	+3%	+$34.2K	0.76%	19
2025 Q2	$1.13M	Buy	16,204 +3,900	+32%	+$256K	0.77%	19
2025 Q1	$796K	Sell	12,304 -136,588	-92%	-$9.17M	0.62%	20
2024 Q4	$9.83M	Buy	148,892 +3,500	+2%	+$238K	7.64%	6
2024 Q3	$9.59M	Sell	145,392 -29,140	-17%	-$1.83M	7.52%	6
2024 Q2	$10.9M	Buy	174,532 +13,420	+8%	+$816K	7.95%	6
2024 Q1	$9.9M	Buy	161,112 +24,816	+18%	+$1.47M	7.73%	5
2023 Q4	$7.93M	Buy	+136,296	New	+$7.28M	5.32%	6

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

Traction Financial Partners's VO Position: Q1 2026 in Review

Traction Financial Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 10% in Q1 2026, selling an estimated $132K and leaving 15,636 shares worth $1.12M. The position accounts for 0.69% of the portfolio, ranked #19.

Traction Financial Partners first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q2 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Traction Financial Partners held 15,636 shares of Vanguard Mid-Cap ETF worth $1.12M as of Q1 2026.
Traction Financial Partners sold 1,776 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $132K.
Vanguard Mid-Cap ETF made up 0.69% of Traction Financial Partners's portfolio in Q1 2026, its #19 holding.
Traction Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's Vanguard Mid-Cap ETF position peaked at $10.9M in Q2 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.