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

WealthBridge Capital Management’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 		$1.02M Hold
14,232
– – 0.24% 79
2025
Q4 		$1.03M Buy
14,232
+52
+0.4% +$3.78K 0.24% 75
2025
Q3 		$1.04M Sell
14,180
-520
-4% -$37.3K 0.24% 74
2025
Q2 		$1.03M Sell
14,700
-40
-0.3% -$2.63K 0.26% 72
2025
Q1 		$953K Sell
14,740
-900
-6% -$60.4K 0.27% 71
2024
Q4 		$1.03M Hold
15,640
– – 0.29% 65
2024
Q3 		$1.03M Buy
15,640
+4
+0% +$251 0.29% 66
2024
Q2 		$946K Sell
15,636
-2,132
-12% -$130K 0.31% 63
2024
Q1 		$1.11M Buy
17,768
+16
+0.1% +$946 0.37% 54
2023
Q4 		$1.03M Buy
17,752
+136
+0.8% +$7.27K 0.39% 54
2023
Q3 		$917K Hold
17,616
– – 0.38% 57
2023
Q2 		$970K Buy
17,616
+204
+1% +$10.7K 0.39% 55
2023
Q1 		$918K Buy
17,412
+500
+3% +$26.6K 0.37% 58
2022
Q4 		$862K Buy
16,912
+1,368
+9% +$69.7K 0.36% 60
2022
Q3 		$765K Hold
15,544
– – 0.33% 68
2022
Q2 		$765K Buy
15,544
+1,028
+7% +$55.5K 0.33% 68
2022
Q1 		$863K Sell
14,516
-376
-3% -$22.1K 0.32% 71
2021
Q4 		$948K Sell
14,892
-684
-4% -$42.9K 0.35% 59
2021
Q3 		$922K Buy
15,576
+104
+0.7% +$6.28K 0.34% 58
2021
Q2 		$918K Sell
15,472
-920
-6% -$53.3K 0.33% 65
2021
Q1 		$907K Sell
16,392
-64
-0.4% -$3.47K 0.37% 60
2020
Q4 		$851K Buy
16,456
+216
+1% +$10.5K 0.37% 58
2020
Q3 		$716K Sell
16,240
-396
-2% -$17.3K 0.37% 58
2020
Q2 		$682K Sell
16,636
-3,836
-19% -$147K 0.39% 55
2020
Q1 		$674K Sell
20,472
-184
-0.9% -$7.62K 0.47% 52
2019
Q4 		$920K Sell
20,656
-100
-0.5% -$4.29K 0.6% 43
2019
Q3 		$870K Sell
20,756
-200
-1% -$8.36K 0.63% 41
2019
Q2 		$724K Buy
20,956
+200
+1% +$8.18K 0.66% 39
2019
Q1 		$846K Sell
20,756
-200
-1% -$7.69K 0.54% 39
2018
Q4 		$724K Buy
+20,956
New +$787K 0.55% 39

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

WealthBridge Capital Management's VO Position: Q1 2026 in Review

WealthBridge Capital Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 14,232 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #79.

WealthBridge Capital Management first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.11M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • WealthBridge Capital Management held 14,232 shares of Vanguard Mid-Cap ETF worth $1.02M as of Q1 2026.
  • WealthBridge Capital Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.24% of WealthBridge Capital Management's portfolio in Q1 2026, its #79 holding.
  • WealthBridge Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's Vanguard Mid-Cap ETF position peaked at $1.11M in Q1 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.