Wayfinding Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Wayfinding Financial’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	$388K	Hold	5,408	–	–	0.17%	87
2025 Q4	$392K	Hold	5,408	–	–	0.17%	87
2025 Q3	$398K	Hold	5,408	–	–	0.17%	84
2025 Q2	$386K	Hold	5,408	–	–	0.17%	85
2025 Q1	$349K	Sell	5,408 -908	-14%	-$60.9K	0.15%	91
2024 Q4	$417K	Buy	+6,316	New	+$429K	0.22%	76
2024 Q3	–	Sell	-6,020	Closed	-$365K	–	122
2024 Q2	$365K	Hold	6,020	–	–	0.21%	81
2024 Q1	$366K	Sell	6,020 -264	-4%	-$15.6K	0.21%	81
2023 Q4	$365K	Buy	6,284 +1,652	+36%	+$88.3K	0.25%	73
2023 Q3	$238K	Hold	4,632	–	–	0.18%	98
2023 Q2	$262K	Sell	4,632 -3,652	-44%	-$191K	0.18%	90
2023 Q1	$436K	Buy	8,284 +1,808	+28%	+$96.2K	0.33%	57
2022 Q4	$362K	Hold	6,476	–	–	0.29%	59
2022 Q3	$304K	Hold	6,476	–	–	0.28%	56
2022 Q2	$318K	Hold	6,476	–	–	0.28%	56
2022 Q1	$350K	Hold	6,476	–	–	0.29%	55
2021 Q4	$362K	Buy	+6,476	New	+$406K	0.29%	59

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

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

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

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

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

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

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

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

Wayfinding Financial's VO Position: Q1 2026 in Review

Wayfinding Financial held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 5,408 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #87.

Wayfinding Financial first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $436K in Q1 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Wayfinding Financial held 5,408 shares of Vanguard Mid-Cap ETF worth $388K as of Q1 2026.
Wayfinding Financial left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.17% of Wayfinding Financial's portfolio in Q1 2026, its #87 holding.
Wayfinding Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Wayfinding Financial's Vanguard Mid-Cap ETF position peaked at $436K in Q1 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.