WealthCare Investment Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

WealthCare Investment Partners’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	$360K	Sell	4,956 -308	-6%	-$22.9K	0.1%	142
2025 Q4	$385K	Buy	5,264 +520	+11%	+$37.8K	0.11%	132
2025 Q3	$348K	Buy	4,744 +692	+17%	+$49.7K	0.11%	130
2025 Q2	$287K	Sell	4,052 -144	-3%	-$9.45K	0.1%	128
2025 Q1	$252K	Buy	4,196 +728	+21%	+$48.9K	0.11%	126
2024 Q4	$229K	Sell	3,468 -84	-2%	-$5.7K	0.1%	130
2024 Q3	$232K	Sell	3,552 -300	-8%	-$18.8K	0.1%	127
2024 Q2	$233K	Sell	3,852 -404	-9%	-$24.6K	0.11%	124
2024 Q1	$266K	Sell	4,256 -116	-3%	-$6.86K	0.13%	114
2023 Q4	$252K	Buy	+4,372	New	+$234K	0.14%	110
2023 Q2	–	Sell	-3,844	Closed	-$203K	–	133
2023 Q1	$203K	Buy	+3,844	New	+$205K	0.12%	122
2022 Q2	–	Sell	-3,564	Closed	-$210K	–	117
2022 Q1	$210K	Buy	+3,564	New	+$209K	0.19%	100

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

WealthCare Investment Partners's VO Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 5.9% in Q1 2026, selling an estimated $22.9K and leaving 4,956 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #142.

WealthCare Investment Partners first reported a position in VO in Q1 2022 and has held it in 12 quarters since. The position peaked at $385K in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

WealthCare Investment Partners held 4,956 shares of Vanguard Mid-Cap ETF worth $360K as of Q1 2026.
WealthCare Investment Partners sold 308 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $22.9K.
Vanguard Mid-Cap ETF made up 0.1% of WealthCare Investment Partners's portfolio in Q1 2026, its #142 holding.
WealthCare Investment Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 12 quarters since.
WealthCare Investment Partners's Vanguard Mid-Cap ETF position peaked at $385K in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.