Transcendent Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Transcendent Capital Group’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	$2.68M	Buy	37,344 +44	+0.1%	+$3.27K	1.22%	24
2025 Q4	$2.71M	Sell	37,300 -288	-0.8%	-$20.9K	1.23%	23
2025 Q3	$2.76M	Sell	37,588 -324	-0.9%	-$23.3K	1.24%	24
2025 Q2	$2.65M	Buy	37,912 +64	+0.2%	+$4.2K	1.36%	24
2025 Q1	$2.45M	Buy	37,848 +1,104	+3%	+$74.1K	1.38%	23
2024 Q4	$2.43M	Sell	36,744 -696	-2%	-$47.3K	1.26%	23
2024 Q3	$2.47M	Sell	37,440 -6,864	-15%	-$431K	1.27%	26
2024 Q2	$2.68M	Sell	44,304 -820	-2%	-$49.8K	1.55%	21
2024 Q1	$2.82M	Sell	45,124 -104	-0.2%	-$6.15K	1.64%	21
2023 Q4	$2.63M	Buy	+45,228	New	+$2.42M	1.75%	20

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

Transcendent Capital Group's VO Position: Q1 2026 in Review

Transcendent Capital Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.12% in Q1 2026, buying an estimated $3.27K and bringing the position to 37,344 shares worth $2.68M. The position accounts for 1.22% of the portfolio, ranked #24.

Transcendent Capital Group first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.82M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Transcendent Capital Group held 37,344 shares of Vanguard Mid-Cap ETF worth $2.68M as of Q1 2026.
Transcendent Capital Group bought 44 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.27K.
Vanguard Mid-Cap ETF made up 1.22% of Transcendent Capital Group's portfolio in Q1 2026, its #24 holding.
Transcendent Capital Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Transcendent Capital Group's Vanguard Mid-Cap ETF position peaked at $2.82M in Q1 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.