WBH Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $808K | Buy |
11,176
+4
| +0% | +$297 | 0.06% | 183 |
|
|
2025
Q4 | $811K | Buy |
11,172
+4
| +0% | +$291 | 0.06% | 185 |
|
|
2025
Q3 | $820K | Buy |
11,168
+4
| +0% | +$287 | 0.06% | 185 |
|
|
2025
Q2 | $781K | Sell |
11,164
-828
| -7% | -$54.4K | 0.07% | 184 |
|
|
2025
Q1 | $775K | Sell |
11,992
-260
| -2% | -$17.4K | 0.07% | 172 |
|
|
2024
Q4 | $809K | Sell |
12,252
-96
| -0.8% | -$6.52K | 0.08% | 170 |
|
|
2024
Q3 | $815K | Sell |
12,348
-464
| -4% | -$29.1K | 0.08% | 169 |
|
|
2024
Q2 | $775K | Hold |
12,812
| – | – | 0.08% | 170 |
|
|
2024
Q1 | $800K | Buy |
12,812
+4
| +0% | +$236 | 0.08% | 170 |
|
|
2023
Q4 | $745K | Sell |
12,808
-396
| -3% | -$21.2K | 0.08% | 176 |
|
|
2023
Q3 | $687K | Sell |
13,204
-1,112
| -8% | -$61K | 0.08% | 168 |
|
|
2023
Q2 | $788K | Buy |
14,316
+8
| +0.1% | +$419 | 0.09% | 162 |
|
|
2023
Q1 | $754K | Buy |
+14,308
| New | +$761K | 0.09% | 169 |
|
|
2022
Q3 | $673K | Sell |
14,324
-2,804
| -16% | -$147K | 0.1% | 169 |
|
|
2022
Q2 | $857K | Sell |
17,128
-840
| -5% | -$45.4K | 0.11% | 151 |
|
|
2022
Q1 | $1.02M | Buy |
17,968
+1,072
| +6% | +$62.9K | 0.12% | 144 |
|
|
2021
Q4 | $1.08M | Buy |
16,896
+4
| +0% | +$251 | 0.12% | 149 |
|
|
2021
Q3 | $1M | Buy |
16,892
+4
| +0% | +$242 | 0.13% | 140 |
|
|
2021
Q2 | $1.01M | Buy |
16,888
+4
| +0% | +$232 | 0.15% | 121 |
|
|
2021
Q1 | $934K | Sell |
16,884
-1,264
| -7% | -$68.6K | 0.15% | 122 |
|
|
2020
Q4 | $978K | Buy |
18,148
+876
| +5% | +$42.4K | 0.17% | 110 |
|
|
2020
Q3 | $761K | Buy |
17,272
+12
| +0.1% | +$523 | 0.15% | 120 |
|
|
2020
Q2 | $707K | Sell |
17,260
-928
| -5% | -$35.5K | 0.17% | 113 |
|
|
2020
Q1 | $598 | Sell |
18,188
-16,080
| -47% | -$666K | 0.14% | 121 |
|
|
2019
Q4 | $1.53M | Buy |
34,268
+84
| +0.2% | +$3.61K | 0.31% | 74 |
|
|
2019
Q3 | $1.43M | Buy |
34,184
+2,584
| +8% | +$108K | 0.32% | 79 |
|
|
2019
Q2 | $1.32M | Buy |
31,600
+2,240
| +8% | +$91.7K | 0.31% | 79 |
|
|
2019
Q1 | $1.18M | Buy |
29,360
+3,496
| +14% | +$134K | 0.28% | 84 |
|
|
2018
Q4 | $893 | Buy |
25,864
+440
| +2% | +$16.5K | 0.22% | 98 |
|
|
2018
Q3 | $1.04M | Sell |
25,424
-1,088
| -4% | -$44.4K | 0.25% | 95 |
|
|
2018
Q2 | $1.04M | Buy |
26,512
+1,672
| +7% | +$65.6K | 0.27% | 89 |
|
|
2018
Q1 | $957K | Buy |
24,840
+224
| +0.9% | +$8.82K | 0.26% | 88 |
|
|
2017
Q4 | $952K | Buy |
24,616
+256
| +1% | +$9.66K | 0.25% | 94 |
|
|
2017
Q3 | $895K | Buy |
24,360
+224
| +0.9% | +$8.08K | 0.25% | 89 |
|
|
2017
Q2 | $860K | Buy |
24,136
+316
| +1% | +$11.2K | 0.24% | 90 |
|
|
2017
Q1 | $829K | Buy |
23,820
+40
| +0.2% | +$1.37K | 0.25% | 89 |
|
|
2016
Q4 | $782K | Buy |
23,780
+1,656
| +7% | +$53.6K | 0.26% | 91 |
|
|
2016
Q3 | $715K | Buy |
22,124
+6,192
| +39% | +$199K | 0.24% | 93 |
|
|
2016
Q2 | $492K | Buy |
15,932
+3,340
| +27% | +$102K | 0.19% | 116 |
|
|
2016
Q1 | $381K | Buy |
12,592
+336
| +3% | +$9.5K | 0.13% | 134 |
|
|
2015
Q4 | $368 | Sell |
12,256
-912
| -7% | -$27.8K | 0.13% | 139 |
|
|
2015
Q3 | $384K | Buy |
13,168
+156
| +1% | +$4.86K | 0.16% | 130 |
|
|
2015
Q2 | $414K | Sell |
13,012
-764
| -6% | -$24.8K | 0.16% | 133 |
|
|
2015
Q1 | $457 | Sell |
13,776
-1,000
| -7% | -$31.4K | 0.13% | 130 |
|
|
2014
Q4 | $456K | Buy |
14,776
+164
| +1% | +$4.94K | 0.17% | 125 |
|
|
2014
Q3 | $428K | Buy |
14,612
+160
| +1% | +$4.75K | 0.15% | 136 |
|
|
2014
Q2 | $428K | Sell |
14,452
-232
| -2% | -$6.63K | 0.16% | 141 |
|
|
2014
Q1 | $416K | Sell |
14,684
-784
| -5% | -$21.8K | 0.17% | 140 |
|
|
2013
Q4 | $425K | Sell |
15,468
-304
| -2% | -$8.09K | 0.17% | 130 |
|
|
2013
Q3 | $404K | Buy |
15,772
+4
| +0% | +$100 | 0.18% | 129 |
|
|
2013
Q2 | $375K | Buy |
+15,768
| New | +$374K | 0.17% | 133 |
|
Other funds holding VO
WBH Advisory's VO Position: Q1 2026 in Review
WBH Advisory increased its Vanguard Mid-Cap ETF (VO) stake by 0.04% in Q1 2026, buying an estimated $297 and bringing the position to 11,176 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #183.
WBH Advisory first reported a position in VO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.53M in Q4 2019. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- WBH Advisory held 11,176 shares of Vanguard Mid-Cap ETF worth $808K as of Q1 2026.
- WBH Advisory bought 4 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $297.
- Vanguard Mid-Cap ETF made up 0.06% of WBH Advisory's portfolio in Q1 2026, its #183 holding.
- WBH Advisory first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Vanguard Mid-Cap ETF position peaked at $1.53M in Q4 2019.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.