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

Verdence 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	$5.11M	Buy	71,124 +4,120	+6%	+$306K	0.3%	77
2025 Q4	$4.86M	Buy	67,004 +236	+0.4%	+$17.2K	0.29%	80
2025 Q3	$4.94M	Buy	66,768 +1,848	+3%	+$133K	0.28%	83
2025 Q2	$4.54M	Buy	64,920 +4,576	+8%	+$300K	0.31%	78
2025 Q1	$3.9M	Buy	60,344 +4,152	+7%	+$279K	0.3%	84
2024 Q4	$3.71M	Buy	56,192 +8,516	+18%	+$578K	0.3%	84
2024 Q3	$3.14M	Buy	47,676 +2,220	+5%	+$139K	0.25%	104
2024 Q2	$2.75M	Buy	45,456 +500	+1%	+$30.4K	0.24%	104
2024 Q1	$2.81M	Sell	44,956 -1,356	-3%	-$80.1K	0.26%	108
2023 Q4	$2.69M	Buy	46,312 +224	+0.5%	+$12K	0.26%	105
2023 Q3	$2.4M	Buy	46,088 +21,492	+87%	+$1.18M	0.26%	101
2023 Q2	$1.35M	Buy	24,596 +24	+0.1%	+$1.26K	0.16%	158
2023 Q1	$1.3M	Buy	24,572 +3,920	+19%	+$209K	0.16%	156
2022 Q4	$1.05M	Buy	20,652 +14,952	+262%	+$762K	0.13%	167
2022 Q3	$268K	Hold	5,700	–	–	0.04%	404
2022 Q2	$281K	Buy	5,700 +340	+6%	+$18.4K	0.04%	402
2022 Q1	$319K	Buy	+5,360	New	+$314K	0.04%	414

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

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

Verdence Capital Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 6.1% in Q1 2026, buying an estimated $306K and bringing the position to 71,124 shares worth $5.11M. The position accounts for 0.3% of the portfolio, ranked #77.

Verdence Capital Advisors first reported a position in VO in Q1 2022 and has held it in 17 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Verdence Capital Advisors held 71,124 shares of Vanguard Mid-Cap ETF worth $5.11M as of Q1 2026.
Verdence Capital Advisors bought 4,120 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $306K.
Vanguard Mid-Cap ETF made up 0.3% of Verdence Capital Advisors's portfolio in Q1 2026, its #77 holding.
Verdence Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.