T
VO icon

Transce3nd’s Vanguard Mid-Cap ETF VO Stock Holding History

Transce3nd’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
-2,152
Closed -$151K – 1122
2025
Q2 		$151K Sell
2,152
-36
-2% -$2.36K 0.06% 167
2025
Q1 		$141K Sell
2,188
-4,124
-65% -$277K 0.06% 172
2024
Q4 		$417K Buy
+6,312
New +$429K 0.14% 117

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

Transce3nd's VO Position: Q3 2025 in Review

Transce3nd sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 2,152 shares — an estimated $151K sold.

Transce3nd first reported a position in VO in Q4 2024 and held it in 3 quarters. The position peaked at $417K in Q4 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Transce3nd reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 2,152 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $151K.
  • Transce3nd first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Vanguard Mid-Cap ETF position peaked at $417K in Q4 2024.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.