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Wealthstream Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$439K Hold
5,984
– – 0.07% 96
2025
Q2 		$419K Sell
5,984
-80
-1% -$5.25K 0.07% 93
2025
Q1 		$392K Buy
6,064
+256
+4% +$17.2K 0.07% 91
2024
Q4 		$384K Buy
5,808
+20
+0.3% +$1.36K 0.07% 89
2024
Q3 		$382K Sell
5,788
-68
-1% -$4.27K 0.07% 86
2024
Q2 		$354K Hold
5,856
– – 0.13% 85
2024
Q1 		$366K Buy
5,856
+20
+0.3% +$1.18K 0.14% 83
2023
Q4 		$339K Buy
5,836
+32
+0.6% +$1.71K 0.14% 88
2023
Q3 		$302K Buy
5,804
+20
+0.3% +$1.1K 0.16% 73
2023
Q2 		$318K Buy
5,784
+1,828
+46% +$95.8K 0.17% 66
2023
Q1 		$209K Sell
3,956
-24
-0.6% -$1.28K 0.12% 73
2022
Q4 		$203K Buy
+3,980
New +$203K 0.13% 70
2022
Q2 		– Sell
-5,552
Closed -$330K – 77
2022
Q1 		$330K Buy
5,552
+16
+0.3% +$939 0.29% 47
2021
Q4 		$353K Buy
+5,536
New +$347K 0.3% 46

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthstream Advisors's VO Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2025 at 5,984 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #96.

Wealthstream Advisors first reported a position in VO in Q4 2021 and has held it in 14 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Wealthstream Advisors held 5,984 shares of Vanguard Mid-Cap ETF worth $439K as of Q3 2025.
  • Wealthstream Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap ETF made up 0.07% of Wealthstream Advisors's portfolio in Q3 2025, its #96 holding.
  • Wealthstream Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.