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True Wealth Design’s Vanguard Mid-Cap ETF VO Stock Holding History

True Wealth Design’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
Q1 		– Sell
-100
Closed -$6.6K – 2688
2024
Q4 		$6.6K Hold
100
– – ﹤0.01% 482
2024
Q3 		$6.6K Hold
100
– – ﹤0.01% 501
2024
Q2 		$6.05K Hold
100
– – ﹤0.01% 266
2024
Q1 		$6.25K Hold
100
– – ﹤0.01% 266
2023
Q4 		$5.82K Sell
100
-100
-50% -$5.34K ﹤0.01% 256
2023
Q3 		$10.4K Buy
200
+100
+100% +$5.48K ﹤0.01% 205
2023
Q2 		$5.5K Hold
100
– – ﹤0.01% 240
2023
Q1 		$5.27K Hold
100
– – ﹤0.01% 274
2022
Q4 		$5.09K Buy
+100
New +$5.09K ﹤0.01% 250

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

True Wealth Design's VO Position: Q1 2025 in Review

True Wealth Design sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 100 shares — an estimated $6.6K sold.

True Wealth Design first reported a position in VO in Q4 2022 and held it in 9 quarters. The position peaked at $10.4K in Q3 2023. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • True Wealth Design reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • True Wealth Design sold 100 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $6.6K.
  • True Wealth Design first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 9 quarters.
  • True Wealth Design's Vanguard Mid-Cap ETF position peaked at $10.4K in Q3 2023.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on True Wealth Design's 13F filing for Q1 2025, filed 13 May 2025.