Watchman Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Watchman Group’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 Q1	–	Sell	-2,668	Closed	-$176K	–	88
2024 Q4	$176K	Buy	+2,668	New	+$181K	0.05%	83

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Watchman Group's VO Position: Q1 2025 in Review

Watchman Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 2,668 shares — an estimated $176K sold.

Watchman Group first reported a position in VO in Q4 2024 and held it in 1 quarter. The position peaked at $176K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Watchman Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Watchman Group sold 2,668 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $176K.
Watchman Group first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
Watchman Group's Vanguard Mid-Cap ETF position peaked at $176K in Q4 2024.
2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Watchman Group's 13F filing for Q1 2025, filed 13 May 2025.