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

Transcend Capital 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
2026
Q1 		$2.41M Buy
33,560
+68
+0.2% +$5.05K 0.19% 106
2025
Q4 		$2.43M Sell
33,492
-3,976
-11% -$289K 0.19% 111
2025
Q3 		$2.75M Sell
37,468
-224
-0.6% -$16.1K 0.19% 111
2025
Q2 		$2.64M Sell
37,692
-1,676
-4% -$110K 0.2% 116
2025
Q1 		$2.55M Sell
39,368
-1,184
-3% -$79.5K 0.18% 131
2024
Q4 		$2.68M Buy
40,552
+9,652
+31% +$655K 0.19% 127
2024
Q3 		$2.04M Sell
30,900
-260
-0.8% -$16.3K 0.14% 169
2024
Q2 		$1.89M Sell
31,160
-252
-0.8% -$15.3K 0.14% 161
2024
Q1 		$1.96M Buy
31,412
+904
+3% +$53.4K 0.16% 147
2023
Q4 		$1.77M Sell
30,508
-9,196
-23% -$491K 0.16% 149
2023
Q3 		$2.07M Sell
39,704
-800
-2% -$43.9K 0.2% 120
2023
Q2 		$2.23M Buy
40,504
+1,500
+4% +$78.6K 0.21% 112
2023
Q1 		$2.06M Sell
39,004
-1,196
-3% -$63.6K 0.21% 114
2022
Q4 		$2.05M Buy
40,200
+780
+2% +$39.7K 0.22% 116
2022
Q3 		$1.85M Sell
39,420
-1,056
-3% -$55.2K 0.21% 122
2022
Q2 		$1.99M Buy
40,476
+436
+1% +$23.6K 0.21% 126
2022
Q1 		$2.38M Buy
40,040
+14,168
+55% +$831K 0.21% 120
2021
Q4 		$1.65M Buy
25,872
+6,284
+32% +$394K 0.15% 160
2021
Q3 		$1.24M Buy
19,588
+8
+0% +$483 0.11% 191
2021
Q2 		$1.16M Buy
19,580
+6,460
+49% +$374K 0.17% 146
2021
Q1 		$725K Sell
13,120
-212
-2% -$11.5K 0.09% 216
2020
Q4 		$689K Hold
13,332
– – 0.09% 201
2020
Q3 		$587K Buy
+13,332
New +$581K 0.11% 162
2020
Q2 		– Sell
-18,424
Closed -$612K – 209
2020
Q1 		$612K Buy
18,424
+8,908
+94% +$369K 0.18% 124
2019
Q4 		$424K Buy
+9,516
New +$409K 0.11% 152

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

Transcend Capital Advisors's VO Position: Q1 2026 in Review

Transcend Capital Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.2% in Q1 2026, buying an estimated $5.05K and bringing the position to 33,560 shares worth $2.41M. The position accounts for 0.19% of the portfolio, ranked #106.

Transcend Capital Advisors first reported a position in VO in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.75M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Transcend Capital Advisors held 33,560 shares of Vanguard Mid-Cap ETF worth $2.41M as of Q1 2026.
  • Transcend Capital Advisors bought 68 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.05K.
  • Vanguard Mid-Cap ETF made up 0.19% of Transcend Capital Advisors's portfolio in Q1 2026, its #106 holding.
  • Transcend Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Transcend Capital Advisors's Vanguard Mid-Cap ETF position peaked at $2.75M in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.