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

Wealth Dimensions 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
2026
Q1 		$2.33M Buy
32,464
+616
+2% +$45.8K 0.46% 30
2025
Q4 		$2.31M Sell
31,848
-184
-0.6% -$13.4K 0.46% 32
2025
Q3 		$2.35M Sell
32,032
-640
-2% -$46K 0.48% 32
2025
Q2 		$2.29M Buy
32,672
+148
+0.5% +$9.71K 0.5% 27
2025
Q1 		$2.1M Buy
32,524
+652
+2% +$43.8K 0.5% 29
2024
Q4 		$2.1M Buy
31,872
+628
+2% +$42.6K 0.52% 29
2024
Q3 		$2.06M Sell
31,244
-164
-0.5% -$10.3K 0.52% 31
2024
Q2 		$1.9M Sell
31,408
-1,528
-5% -$92.9K 0.54% 32
2024
Q1 		$2.06M Sell
32,936
-228
-0.7% -$13.5K 0.61% 29
2023
Q4 		$1.93M Sell
33,164
-84
-0.3% -$4.49K 0.61% 28
2023
Q3 		$1.73M Buy
33,248
+1,032
+3% +$56.6K 0.63% 31
2023
Q2 		$1.77M Buy
32,216
+288
+0.9% +$15.1K 0.65% 28
2023
Q1 		$1.68M Sell
31,928
-208
-0.6% -$11.1K 0.65% 28
2022
Q4 		$1.64M Buy
32,136
+21,312
+197% +$1.09M 0.67% 29
2022
Q3 		$509K Buy
10,824
+1,368
+14% +$71.5K 0.25% 55
2022
Q2 		$466K Sell
9,456
-112
-1% -$6.05K 0.22% 68
2022
Q1 		$569K Buy
+9,568
New +$561K 0.26% 64

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

Wealth Dimensions Group's VO Position: Q1 2026 in Review

Wealth Dimensions Group increased its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q1 2026, buying an estimated $45.8K and bringing the position to 32,464 shares worth $2.33M. The position accounts for 0.46% of the portfolio, ranked #30.

Wealth Dimensions Group first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.35M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Wealth Dimensions Group held 32,464 shares of Vanguard Mid-Cap ETF worth $2.33M as of Q1 2026.
  • Wealth Dimensions Group bought 616 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $45.8K.
  • Vanguard Mid-Cap ETF made up 0.46% of Wealth Dimensions Group's portfolio in Q1 2026, its #30 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Wealth Dimensions Group's Vanguard Mid-Cap ETF position peaked at $2.35M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.