WC
VO icon

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

Waterloo Capital’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 		$531K Sell
7,400
-12
-0.2% -$892 0.04% 294
2025
Q4 		$538K Sell
7,412
-12
-0.2% -$873 0.04% 286
2025
Q3 		$545K Buy
7,424
+4
+0.1% +$287 0.04% 262
2025
Q2 		$519K Sell
7,420
-1,208
-14% -$79.3K 0.04% 266
2025
Q1 		$558K Buy
8,628
+884
+11% +$59.3K 0.05% 232
2024
Q4 		$511K Sell
7,744
-4,192
-35% -$285K 0.05% 226
2024
Q3 		$787K Sell
11,936
-1,872
-14% -$118K 0.09% 180
2024
Q2 		$836K Sell
13,808
-92
-0.7% -$5.59K 0.1% 164
2024
Q1 		$868K Buy
13,900
+308
+2% +$18.2K 0.11% 164
2023
Q4 		$790K Buy
13,592
+1,152
+9% +$61.5K 0.13% 161
2023
Q3 		$648K Buy
12,440
+2,276
+22% +$125K 0.19% 88
2023
Q2 		$559K Hold
10,164
– – 0.17% 82
2023
Q1 		$536K Buy
+10,164
New +$541K 0.17% 84

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

Waterloo Capital's VO Position: Q1 2026 in Review

Waterloo Capital reduced its Vanguard Mid-Cap ETF (VO) stake by 0.16% in Q1 2026, selling an estimated $892 and leaving 7,400 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #294.

Waterloo Capital first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $868K in Q1 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Waterloo Capital held 7,400 shares of Vanguard Mid-Cap ETF worth $531K as of Q1 2026.
  • Waterloo Capital sold 12 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $892.
  • Vanguard Mid-Cap ETF made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #294 holding.
  • Waterloo Capital first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Waterloo Capital's Vanguard Mid-Cap ETF position peaked at $868K in Q1 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.