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Tyler-Stone Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		$413K Sell
5,900
-1,840
-24% -$121K 0.07% 220
2025
Q1 		$500K Buy
7,740
+4
+0.1% +$268 0.09% 188
2024
Q4 		$511K Hold
7,736
– – 0.09% 194
2024
Q3 		$510K Buy
7,736
+4,848
+168% +$304K 0.1% 185
2024
Q2 		$175K Buy
2,888
+4
+0.1% +$243 0.07% 208
2024
Q1 		$180K Buy
2,884
+8
+0.3% +$473 0.08% 206
2023
Q4 		$167K Buy
2,876
+8
+0.3% +$427 0.08% 196
2023
Q3 		$149K Buy
2,868
+8
+0.3% +$439 0.09% 192
2023
Q2 		$157K Buy
+2,860
New +$150K 0.09% 190
2022
Q4 		$151K Buy
2,968
+8
+0.3% +$407 0.1% 179
2022
Q3 		$139K Buy
2,960
+44
+2% +$2.3K 0.11% 172
2022
Q2 		$144K Sell
2,916
-3,020
-51% -$163K 0.1% 186
2022
Q1 		$353K Buy
5,936
+4
+0.1% +$235 0.19% 108
2021
Q4 		$378K Buy
+5,932
New +$372K 0.2% 103

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
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

Tyler-Stone Wealth Management's VO Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 24% in Q2 2025, selling an estimated $121K and leaving 5,900 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #220.

Tyler-Stone Wealth Management first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $511K in Q4 2024. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Tyler-Stone Wealth Management held 5,900 shares of Vanguard Mid-Cap ETF worth $413K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 1,840 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $121K.
  • Vanguard Mid-Cap ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #220 holding.
  • Tyler-Stone Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Vanguard Mid-Cap ETF position peaked at $511K in Q4 2024.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.