Tradewinds LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Tradewinds LLC’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	$247K	Buy	12,784 +9,588	+300%	+$712K	0.08%	127
2025 Q4	$232K	Hold	3,196	–	–	0.06%	189
2025 Q3	$235K	Buy	+3,196	New	+$230K	0.06%	190
2025 Q2	–	Sell	-3,776	Closed	-$244K	–	251
2025 Q1	$244K	Hold	3,776	–	–	0.07%	187
2024 Q4	$260K	Sell	3,776 -2,184	-37%	-$148K	0.07%	175
2024 Q3	$393K	Hold	5,960	–	–	0.12%	123
2024 Q2	$361K	Buy	+5,960	New	+$362K	0.11%	141
2023 Q3	$330K	Buy	+6,348	New	+$348K	0.19%	84
2023 Q2	–	Sell	-7,108	Closed	-$375K	–	122
2023 Q1	$375K	Buy	+7,108	New	+$378K	0.23%	78
2022 Q4	–	Sell	-7,868	Closed	-$370K	–	205
2022 Q3	$370K	Sell	7,868 -188	-2%	-$9.82K	0.27%	71
2022 Q2	$397K	Buy	+8,056	New	+$435K	0.27%	72

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

Tradewinds LLC's VO Position: Q1 2026 in Review

Tradewinds LLC increased its Vanguard Mid-Cap ETF (VO) stake by 300% in Q1 2026, buying an estimated $712K and bringing the position to 12,784 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #127.

Tradewinds LLC first reported a position in VO in Q2 2022 and has held it in 11 quarters since. The position peaked at $397K in Q2 2022. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Tradewinds LLC held 12,784 shares of Vanguard Mid-Cap ETF worth $247K as of Q1 2026.
Tradewinds LLC bought 9,588 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $712K.
Vanguard Mid-Cap ETF made up 0.08% of Tradewinds LLC's portfolio in Q1 2026, its #127 holding.
Tradewinds LLC first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 11 quarters since.
Tradewinds LLC's Vanguard Mid-Cap ETF position peaked at $397K in Q2 2022.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.