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Weil Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Weil Company’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 		$5.37M Buy
74,732
+6,128
+9% +$455K 1.2% 23
2025
Q4 		$4.98M Buy
68,604
+8,344
+14% +$607K 1.14% 26
2025
Q3 		$4.43M Buy
60,260
+2,496
+4% +$179K 1.06% 26
2025
Q2 		$4.04M Buy
57,764
+9,672
+20% +$635K 1.07% 26
2025
Q1 		$3.11M Buy
48,092
+20,668
+75% +$1.39M 0.93% 32
2024
Q4 		$1.81M Buy
27,424
+7,052
+35% +$479K 0.63% 37
2024
Q3 		$1.34M Buy
20,372
+5,472
+37% +$344K 0.44% 53
2024
Q2 		$902K Buy
+14,900
New +$905K 0.33% 65

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

Weil Company's VO Position: Q1 2026 in Review

Weil Company increased its Vanguard Mid-Cap ETF (VO) stake by 8.9% in Q1 2026, buying an estimated $455K and bringing the position to 74,732 shares worth $5.37M. The position accounts for 1.2% of the portfolio, ranked #23.

Weil Company first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Weil Company held 74,732 shares of Vanguard Mid-Cap ETF worth $5.37M as of Q1 2026.
  • Weil Company bought 6,128 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $455K.
  • Vanguard Mid-Cap ETF made up 1.2% of Weil Company's portfolio in Q1 2026, its #23 holding.
  • Weil Company first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.