ViaWealth’s Vanguard Mid-Cap ETF VO Stock Holding History

ViaWealth’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	$1.71M	Sell	23,884 -44	-0.2%	-$3.27K	0.95%	29
2025 Q4	$1.74M	Sell	23,928 -1,048	-4%	-$76.2K	0.98%	28
2025 Q3	$1.83M	Buy	24,976 +776	+3%	+$55.7K	1%	27
2025 Q2	$1.69M	Sell	24,200 -1,308	-5%	-$85.9K	1%	26
2025 Q1	$1.65M	Sell	25,508 -508	-2%	-$34.1K	1.02%	24
2024 Q4	$1.72M	Sell	26,016 -304	-1%	-$20.6K	1.04%	24
2024 Q3	$1.74M	Sell	26,320 -164	-0.6%	-$10.3K	1.01%	24
2024 Q2	$1.6M	Hold	26,484	–	–	0.99%	25
2024 Q1	$1.65M	Sell	26,484 -416	-2%	-$24.6K	1.03%	25
2023 Q4	$1.56M	Sell	26,900 -7,792	-22%	-$416K	1.08%	24
2023 Q3	$1.81M	Sell	34,692 -2,308	-6%	-$127K	1.33%	18
2023 Q2	$2.04M	Sell	37,000 -280	-0.8%	-$14.7K	1.52%	13
2023 Q1	$1.97M	Buy	37,280 +24,324	+188%	+$1.29M	1.56%	12
2022 Q4	$675K	Buy	+12,956	New	+$660K	0.56%	63

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

ViaWealth's VO Position: Q1 2026 in Review

ViaWealth reduced its Vanguard Mid-Cap ETF (VO) stake by 0.18% in Q1 2026, selling an estimated $3.27K and leaving 23,884 shares worth $1.71M. The position accounts for 0.95% of the portfolio, ranked #29.

ViaWealth first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.04M in Q2 2023. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

ViaWealth held 23,884 shares of Vanguard Mid-Cap ETF worth $1.71M as of Q1 2026.
ViaWealth sold 44 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.27K.
Vanguard Mid-Cap ETF made up 0.95% of ViaWealth's portfolio in Q1 2026, its #29 holding.
ViaWealth first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Vanguard Mid-Cap ETF position peaked at $2.04M in Q2 2023.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.