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

Vickerman Investment 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 		$4.85M Sell
67,620
-740
-1% -$55K 1.02% 25
2025
Q4 		$4.96M Buy
68,360
+3,292
+5% +$239K 0.99% 22
2025
Q3 		$4.78M Buy
65,068
+596
+0.9% +$42.8K 0.97% 25
2025
Q2 		$4.51M Buy
64,472
+3,900
+6% +$256K 0.97% 25
2025
Q1 		$3.92M Buy
60,572
+6,572
+12% +$441K 0.89% 29
2024
Q4 		$3.57M Sell
54,000
-1,348
-2% -$91.5K 0.97% 29
2024
Q3 		$3.65M Buy
55,348
+948
+2% +$59.5K 1.07% 26
2024
Q2 		$3.29M Sell
54,400
-728
-1% -$44.2K 1.06% 30
2024
Q1 		$3.44M Buy
55,128
+436
+0.8% +$25.8K 1.11% 28
2023
Q4 		$3.18M Buy
54,692
+3,084
+6% +$165K 1.08% 30
2023
Q3 		$2.69M Sell
51,608
-488
-0.9% -$26.8K 1.1% 40
2023
Q2 		$2.87M Buy
52,096
+11,700
+29% +$613K 1.12% 36
2023
Q1 		$2.13M Buy
40,396
+23,628
+141% +$1.26M 0.84% 45
2022
Q4 		$854K Buy
+16,768
New +$854K 0.39% 54

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

Vickerman Investment Advisors's VO Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1.1% in Q1 2026, selling an estimated $55K and leaving 67,620 shares worth $4.85M. The position accounts for 1.02% of the portfolio, ranked #25.

Vickerman Investment Advisors first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.96M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Vickerman Investment Advisors held 67,620 shares of Vanguard Mid-Cap ETF worth $4.85M as of Q1 2026.
  • Vickerman Investment Advisors sold 740 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $55K.
  • Vanguard Mid-Cap ETF made up 1.02% of Vickerman Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Vickerman Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Vickerman Investment Advisors's Vanguard Mid-Cap ETF position peaked at $4.96M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.