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

Wells 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
2026
Q1 		$722K Sell
10,052
-16,808
-63% -$1.25M 3.28% 11
2025
Q4 		$1.95M Sell
26,860
-7,576
-22% -$551K 3.7% 9
2025
Q3 		$2.53M Sell
34,436
-372
-1% -$26.7K 3.38% 10
2025
Q2 		$2.44M Sell
34,808
-1,972
-5% -$129K 3.35% 12
2025
Q1 		$2.38M Buy
36,780
+748
+2% +$50.2K 3.28% 12
2024
Q4 		$2.38M Sell
36,032
-5,756
-14% -$391K 3.24% 12
2024
Q3 		$2.76M Sell
41,788
-76,220
-65% -$4.79M 3.72% 13
2024
Q2 		$7.14M Sell
118,008
-22,824
-16% -$1.39M 4.7% 7
2024
Q1 		$8.8M Sell
140,832
-1,388
-1% -$82K 5.99% 5
2023
Q4 		$8.27M Sell
142,220
-2,076
-1% -$111K 6.01% 6
2023
Q3 		$7.51M Buy
144,296
+96
+0.1% +$5.26K 5.84% 7
2023
Q2 		$7.94M Sell
144,200
-1,772
-1% -$92.9K 5.99% 6
2023
Q1 		$7.7M Sell
145,972
-1,288
-0.9% -$68.5K 6.13% 5
2022
Q4 		$7.5M Sell
147,260
-13,704
-9% -$698K 6.21% 5
2022
Q3 		$7.57M Sell
160,964
-6,800
-4% -$355K 7.33% 5
2022
Q2 		$8.26M Sell
167,764
-332
-0.2% -$17.9K 7.46% 5
2022
Q1 		$9.99M Buy
168,096
+1,696
+1% +$99.5K 8.34% 4
2021
Q4 		$10.6M Buy
166,400
+8,532
+5% +$535K 8.45% 3
2021
Q3 		$9.34M Buy
157,868
+1,640
+1% +$99.1K 7.89% 4
2021
Q2 		$9.27M Sell
156,228
-32
-0% -$1.85K 7.82% 4
2021
Q1 		$8.65M Buy
156,260
+116,996
+298% +$6.35M 7.76% 4
2020
Q4 		$2.03M Buy
+39,264
New +$1.9M 1.74% 15

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

Wells Financial Advisors's VO Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 63% in Q1 2026, selling an estimated $1.25M and leaving 10,052 shares worth $722K. The position accounts for 3.28% of the portfolio, ranked #11.

Wells Financial Advisors first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Wells Financial Advisors held 10,052 shares of Vanguard Mid-Cap ETF worth $722K as of Q1 2026.
  • Wells Financial Advisors sold 16,808 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.25M.
  • Vanguard Mid-Cap ETF made up 3.28% of Wells Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • Wells Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Wells Financial Advisors's Vanguard Mid-Cap ETF position peaked at $10.6M in Q4 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.