VA
VO icon

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

VestGen 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 		$3.21M Buy
166,324
+131,044
+371% +$9.74M 0.09% 214
2025
Q4 		$2.56M Sell
35,280
-26,984
-43% -$1.96M 0.11% 197
2025
Q3 		$4.57M Buy
62,264
+848
+1% +$60.9K 0.15% 145
2025
Q2 		$4.3M Buy
61,416
+1,404
+2% +$92.2K 0.17% 131
2025
Q1 		$3.88M Buy
+60,012
New +$4.03M 0.18% 121

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

VestGen Advisors's VO Position: Q1 2026 in Review

VestGen Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 371% in Q1 2026, buying an estimated $9.74M and bringing the position to 166,324 shares worth $3.21M. The position accounts for 0.09% of the portfolio, ranked #214.

VestGen Advisors first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.57M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • VestGen Advisors held 166,324 shares of Vanguard Mid-Cap ETF worth $3.21M as of Q1 2026.
  • VestGen Advisors bought 131,044 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $9.74M.
  • Vanguard Mid-Cap ETF made up 0.09% of VestGen Advisors's portfolio in Q1 2026, its #214 holding.
  • VestGen Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Vanguard Mid-Cap ETF position peaked at $4.57M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.