Wealthspire Advisors (New York)’s Vanguard Mid-Cap ETF VO Stock Holding History

Wealthspire Advisors (New York)’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	$178M	Buy	2,474,032 +65,684	+3%	+$4.88M	1.39%	18
2025 Q4	$175M	Sell	2,408,348 -2,423,092	-50%	-$176M	1.39%	16
2025 Q3	$355M	Sell	4,831,440 -40,240	-0.8%	-$2.89M	1.86%	13
2025 Q2	$341M	Buy	4,871,680 +395,336	+9%	+$26M	1.92%	13
2025 Q1	$289M	Buy	4,476,344 +2,247,488	+101%	+$151M	1.73%	14
2024 Q4	$147M	Buy	2,228,856 +24,348	+1%	+$1.65M	1.46%	16
2024 Q3	$145M	Buy	2,204,508 +42,896	+2%	+$2.69M	1.48%	14
2024 Q2	$131M	Sell	2,161,612 -33,300	-2%	-$2.02M	1.68%	12
2024 Q1	$137M	Sell	2,194,912 -36,596	-2%	-$2.16M	1.83%	11
2023 Q4	$130M	Buy	2,231,508 +6,540	+0.3%	+$349K	1.84%	11
2023 Q3	$116M	Sell	2,224,968 -3,316	-0.1%	-$182K	1.91%	11
2023 Q2	$123M	Buy	2,228,284 +512	+0%	+$26.8K	2%	11
2023 Q1	$117M	Buy	2,227,772 +15,944	+0.7%	+$848K	2.02%	11
2022 Q4	$113M	Buy	2,211,828 +106,620	+5%	+$5.43M	2.05%	11
2022 Q3	$98.9M	Buy	2,105,208 +201,404	+11%	+$10.5M	2.07%	11
2022 Q2	$93.7M	Buy	1,903,804 +85,712	+5%	+$4.63M	1.96%	12
2022 Q1	$108M	Buy	1,818,092 +282,708	+18%	+$16.6M	2.43%	11
2021 Q4	$97.8M	Buy	1,535,384 +77,452	+5%	+$4.86M	2.16%	11
2021 Q3	$86.3M	Sell	1,457,932 -71,336	-5%	-$4.31M	1.79%	13
2021 Q2	$90.7M	Buy	1,529,268 +11,760	+0.8%	+$682K	2.39%	12
2021 Q1	$84M	Sell	1,517,508 -17,616	-1%	-$956K	1.99%	11
2020 Q4	$79.4M	Buy	1,535,124 +1,373,008	+847%	+$66.5M	2.36%	11
2020 Q3	$7.14M	Buy	162,116 +5,512	+4%	+$240K	0.42%	31
2020 Q2	$6.42M	Sell	156,604 -1,333,244	-89%	-$51.1M	0.45%	33
2020 Q1	$49M	Buy	+1,489,848	New	+$61.7M	2.06%	11
2019 Q1	–	Sell	-960	Closed	-$33K	–	774
2018 Q4	$33K	Buy	+960	New	+$36K	﹤0.01%	245

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

Wealthspire Advisors (New York)'s VO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Mid-Cap ETF (VO) stake by 2.7% in Q1 2026, buying an estimated $4.88M and bringing the position to 2,474,032 shares worth $178M. The position accounts for 1.39% of the portfolio, ranked #18.

Wealthspire Advisors (New York) first reported a position in VO in Q4 2018 and has held it in 26 quarters since. The position peaked at $355M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Wealthspire Advisors (New York) held 2,474,032 shares of Vanguard Mid-Cap ETF worth $178M as of Q1 2026.
Wealthspire Advisors (New York) bought 65,684 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.88M.
Vanguard Mid-Cap ETF made up 1.39% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #18 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s Vanguard Mid-Cap ETF position peaked at $355M in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.