Vermillion & White Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Vermillion & White Wealth Management 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	–	Sell	-968	Closed	-$70.2K	–	522
2025 Q4	$70.2K	Hold	968	–	–	0.04%	125
2025 Q3	$71.1K	Hold	968	–	–	0.04%	123
2025 Q2	$67.7K	Hold	968	–	–	0.04%	116
2025 Q1	$62.6K	Hold	968	–	–	0.05%	110
2024 Q4	$63.9K	Hold	968	–	–	0.05%	116
2024 Q3	$63.8K	Hold	968	–	–	0.05%	111
2024 Q2	$58.6K	Hold	968	–	–	0.04%	117
2024 Q1	$60.5K	Hold	968	–	–	0.05%	108
2023 Q4	$56.3K	Buy	+968	New	+$51.7K	0.05%	84

Other funds holding VO

Wells Fargo San Francisco, California $501B 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management

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