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

WealthTrak 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	$726K	Sell	10,112 -72	-0.7%	-$5.35K	0.52%	45
2025 Q4	$739K	Sell	10,184 -980	-9%	-$71.3K	0.53%	45
2025 Q3	$820K	Buy	11,164 +1,808	+19%	+$130K	0.67%	43
2025 Q2	$655K	Buy	9,356 +88	+0.9%	+$5.78K	0.55%	42
2025 Q1	$599K	Sell	9,268 -496	-5%	-$33.3K	0.52%	36
2024 Q4	$645K	Buy	+9,764	New	+$663K	0.55%	39

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

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

WealthTrak Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.71% in Q1 2026, selling an estimated $5.35K and leaving 10,112 shares worth $726K. The position accounts for 0.52% of the portfolio, ranked #45.

WealthTrak Capital Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $820K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

WealthTrak Capital Management held 10,112 shares of Vanguard Mid-Cap ETF worth $726K as of Q1 2026.
WealthTrak Capital Management sold 72 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.35K.
Vanguard Mid-Cap ETF made up 0.52% of WealthTrak Capital Management's portfolio in Q1 2026, its #45 holding.
WealthTrak Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's Vanguard Mid-Cap ETF position peaked at $820K in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.