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

Websterrogers Financial 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
Q4 		– Sell
-2,732
Closed -$201K – 96
2025
Q3 		$201K Sell
2,732
-300
-10% -$21.5K 0.06% 91
2025
Q2 		$212K Sell
3,032
-72
-2% -$4.73K 0.07% 84
2025
Q1 		$201K Sell
3,104
-224
-7% -$15K 0.07% 84
2024
Q4 		$220K Buy
+3,328
New +$226K 0.08% 77
2024
Q2 		– Sell
-3,844
Closed -$240K – 74
2024
Q1 		$240K Sell
3,844
-512
-12% -$30.3K 0.09% 69
2023
Q4 		$253K Sell
4,356
-38,144
-90% -$2.04M 0.11% 64
2023
Q3 		$2.21M Sell
42,500
-18,716
-31% -$1.03M 0.97% 21
2023
Q2 		$3.37M Sell
61,216
-11,504
-16% -$603K 1.47% 20
2023
Q1 		$3.83M Buy
72,720
+5,964
+9% +$317K 1.76% 20
2022
Q4 		$3.4M Buy
+66,756
New +$3.4M 1.65% 19

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
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
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

Websterrogers Financial Advisors's VO Position: Q4 2025 in Review

Websterrogers Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 2,732 shares — an estimated $201K sold.

Websterrogers Financial Advisors first reported a position in VO in Q4 2022 and held it in 10 quarters. The position peaked at $3.83M in Q1 2023. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Websterrogers Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 2,732 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $201K.
  • Websterrogers Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 10 quarters.
  • Websterrogers Financial Advisors's Vanguard Mid-Cap ETF position peaked at $3.83M in Q1 2023.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Websterrogers Financial Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.