Virtue Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Virtue Capital Management’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
2025 Q2	–	Sell	-5,480	Closed	-$354K	–	480
2025 Q1	$354K	Buy	+5,480	New	+$368K	0.04%	321
2022 Q3	–	Sell	-49,948	Closed	-$2.46M	–	296
2022 Q2	$2.46M	Buy	49,948 +6,308	+14%	+$341K	0.39%	27
2022 Q1	$2.6M	Buy	43,640 +1,260	+3%	+$73.9K	0.41%	46
2021 Q4	$2.7M	Buy	42,380 +2,312	+6%	+$145K	0.4%	54
2021 Q3	$2.37M	Buy	40,068 +1,536	+4%	+$92.8K	0.42%	47
2021 Q2	$2.29M	Buy	38,532 +15,796	+69%	+$915K	0.46%	43
2021 Q1	$1.26M	Buy	+22,736	New	+$1.23M	0.3%	100
2018 Q2	–	Sell	-92	Closed	-$4K	–	473
2018 Q1	$4K	Buy	92 +68	+283%	+$2.68K	﹤0.01%	462
2017 Q4	$1K	Buy	+24	New	+$906	﹤0.01%	449

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Virtue Capital Management's VO Position: Q2 2025 in Review

Virtue Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 5,480 shares — an estimated $354K sold.

Virtue Capital Management first reported a position in VO in Q4 2017 and held it in 9 quarters. The position peaked at $2.7M in Q4 2021. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Virtue Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 5,480 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $354K.
Virtue Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
Virtue Capital Management's Vanguard Mid-Cap ETF position peaked at $2.7M in Q4 2021.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.