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Vantage Financial Partners (Wisconsin)’s Vanguard Mid-Cap ETF VO Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$730K Buy
10,056
+56
+0.6% +$4.07K 0.15% 89
2025
Q3 		$734K Sell
10,000
-304
-3% -$21.8K 0.15% 83
2025
Q2 		$721K Sell
10,304
-704
-6% -$46.2K 0.17% 88
2025
Q1 		$712K Sell
11,008
-372
-3% -$25K 0.18% 78
2024
Q4 		$752K Buy
11,380
+664
+6% +$45.1K 0.19% 73
2024
Q3 		$707K Buy
10,716
+1,532
+17% +$96.2K 0.18% 81
2024
Q2 		$556K Sell
9,184
-2,436
-21% -$148K 0.14% 78
2024
Q1 		$726K Buy
11,620
+80
+0.7% +$4.73K 0.2% 60
2023
Q4 		$671K Buy
11,540
+2,800
+32% +$150K 0.2% 53
2023
Q3 		$455K Sell
8,740
-4
-0% -$219 0.18% 43
2023
Q2 		$481K Sell
8,744
-736
-8% -$38.6K 0.18% 37
2023
Q1 		$500K Sell
9,480
-408
-4% -$21.7K 0.2% 43
2022
Q4 		$504K Sell
9,888
-520
-5% -$26.5K 0.3% 26
2022
Q3 		$489K Buy
10,408
+372
+4% +$19.4K 0.33% 27
2022
Q2 		$494K Sell
10,036
-132
-1% -$7.13K 0.29% 25
2022
Q1 		$605K Buy
10,168
+428
+4% +$25.1K 0.31% 21
2021
Q4 		$620K Buy
+9,740
New +$611K 0.24% 25

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
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
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

Vantage Financial Partners (Wisconsin)'s VO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard Mid-Cap ETF (VO) stake by 0.56% in Q4 2025, buying an estimated $4.07K and bringing the position to 10,056 shares worth $730K. The position accounts for 0.15% of the portfolio, ranked #89.

Vantage Financial Partners (Wisconsin) first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $752K in Q4 2024. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 10,056 shares of Vanguard Mid-Cap ETF worth $730K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 56 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $4.07K.
  • Vanguard Mid-Cap ETF made up 0.15% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #89 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Vanguard Mid-Cap ETF position peaked at $752K in Q4 2024.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.