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

Wealthspan 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 		$4.98M Buy
69,432
+312
+0.5% +$23.2K 1.76% 14
2025
Q4 		$5.02M Buy
69,120
+5,620
+9% +$409K 1.82% 16
2025
Q3 		$4.66M Buy
63,500
+17,168
+37% +$1.23M 1.78% 16
2025
Q2 		$3.24M Buy
46,332
+1,232
+3% +$80.9K 1.34% 22
2025
Q1 		$2.92M Sell
45,100
-1,860
-4% -$125K 1.35% 22
2024
Q4 		$3.1M Sell
46,960
-2,852
-6% -$194K 1.48% 19
2024
Q3 		$3.29M Sell
49,812
-548
-1% -$34.4K 1.62% 16
2024
Q2 		$3.05M Buy
50,360
+908
+2% +$55.2K 1.68% 15
2024
Q1 		$3.09M Buy
49,452
+5,992
+14% +$354K 1.82% 15
2023
Q4 		$2.53M Buy
43,460
+1,520
+4% +$81.2K 1.77% 15
2023
Q3 		$2.18M Buy
41,940
+6,120
+17% +$336K 1.72% 15
2023
Q2 		$1.97M Sell
35,820
-248
-0.7% -$13K 1.56% 16
2023
Q1 		$1.9M Sell
36,068
-528
-1% -$28.1K 1.63% 15
2022
Q4 		$1.86M Sell
36,596
-72
-0.2% -$3.67K 1.7% 15
2022
Q3 		$1.72M Buy
36,668
+3,284
+10% +$172K 1.78% 15
2022
Q2 		$1.64M Buy
33,384
+2,080
+7% +$112K 1.7% 12
2022
Q1 		$1.86M Buy
31,304
+1,184
+4% +$69.5K 1.69% 12
2021
Q4 		$1.92M Buy
+30,120
New +$1.89M 1.7% 13

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

Wealthspan Partners's VO Position: Q1 2026 in Review

Wealthspan Partners increased its Vanguard Mid-Cap ETF (VO) stake by 0.45% in Q1 2026, buying an estimated $23.2K and bringing the position to 69,432 shares worth $4.98M. The position accounts for 1.76% of the portfolio, ranked #14.

Wealthspan Partners first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.02M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Wealthspan Partners held 69,432 shares of Vanguard Mid-Cap ETF worth $4.98M as of Q1 2026.
  • Wealthspan Partners bought 312 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $23.2K.
  • Vanguard Mid-Cap ETF made up 1.76% of Wealthspan Partners's portfolio in Q1 2026, its #14 holding.
  • Wealthspan Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's Vanguard Mid-Cap ETF position peaked at $5.02M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.