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Wambolt & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Wambolt & Associates’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 		$322K Hold
4,580
– – 0.11% 142
2025
Q1 		$297K Sell
4,580
-4,156
-48% -$279K 0.1% 146
2024
Q4 		$577K Sell
8,736
-60
-0.7% -$4.07K 0.18% 113
2024
Q3 		$577K Sell
8,796
-716
-8% -$45K 0.16% 118
2024
Q2 		$571K Sell
9,512
-444
-4% -$27K 0.17% 116
2024
Q1 		$618K Sell
9,956
-92
-0.9% -$5.44K 0.18% 119
2023
Q4 		$584K Buy
10,048
+916
+10% +$48.9K 0.19% 148
2023
Q3 		$470K Buy
9,132
+2,572
+39% +$141K 0.17% 166
2023
Q2 		$361K Sell
6,560
-316
-5% -$16.6K 0.13% 185
2023
Q1 		$362K Sell
6,876
-532
-7% -$28.3K 0.13% 193
2022
Q4 		$378K Buy
7,408
+4
+0.1% +$204 0.15% 177
2022
Q3 		$348K Sell
7,404
-428
-5% -$22.4K 0.15% 172
2022
Q2 		$386K Buy
7,832
+4
+0.1% +$216 0.16% 168
2022
Q1 		$468K Sell
7,828
-204
-3% -$12K 0.17% 160
2021
Q4 		$511K Sell
8,032
-512
-6% -$32.1K 0.18% 149
2021
Q3 		$512K Sell
8,544
-48
-0.6% -$2.9K 0.21% 143
2021
Q2 		$512K Buy
8,592
+728
+9% +$42.2K 0.22% 145
2021
Q1 		$441K Buy
7,864
+928
+13% +$50.4K 0.23% 144
2020
Q4 		$359K Sell
6,936
-300
-4% -$14.5K 0.21% 150
2020
Q3 		$319K Sell
7,236
-572
-7% -$24.9K 0.24% 145
2020
Q2 		$320K Sell
7,808
-1,376
-15% -$52.7K 0.25% 139
2020
Q1 		$302K Sell
9,184
-536
-6% -$22.2K 0.31% 113
2019
Q4 		$433K Sell
9,720
-96
-1% -$4.12K 0.33% 102
2019
Q3 		$411K Sell
9,816
-92
-0.9% -$3.84K 0.34% 101
2019
Q2 		$414K Sell
9,908
-1,316
-12% -$53.9K 0.35% 95
2019
Q1 		$459K Sell
11,224
-1,380
-11% -$53.1K 0.42% 74
2018
Q4 		$435K Buy
+12,604
New +$473K 0.48% 65

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wambolt & Associates's VO Position: Q2 2025 in Review

Wambolt & Associates held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2025 at 4,580 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #142.

Wambolt & Associates first reported a position in VO in Q4 2018 and has held it in 27 quarters since. The position peaked at $618K in Q1 2024. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Wambolt & Associates held 4,580 shares of Vanguard Mid-Cap ETF worth $322K as of Q2 2025.
  • Wambolt & Associates left its Vanguard Mid-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Mid-Cap ETF made up 0.11% of Wambolt & Associates's portfolio in Q2 2025, its #142 holding.
  • Wambolt & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Vanguard Mid-Cap ETF position peaked at $618K in Q1 2024.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.