WESCAP Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.65M | Buy |
50,784
+764
| +2% | +$56.8K | 0.72% | 35 |
|
|
2025
Q4 | $3.63M | Sell |
50,020
-320
| -0.6% | -$23.3K | 0.74% | 35 |
|
|
2025
Q3 | $3.7M | Sell |
50,340
-1,228
| -2% | -$88.2K | 0.78% | 34 |
|
|
2025
Q2 | $3.61M | Sell |
51,568
-4,628
| -8% | -$304K | 0.82% | 33 |
|
|
2025
Q1 | $3.63M | Buy |
56,196
+1,352
| +2% | +$90.7K | 0.89% | 28 |
|
|
2024
Q4 | $3.62M | Buy |
54,844
+336
| +0.6% | +$22.8K | 0.88% | 27 |
|
|
2024
Q3 | $3.6M | Sell |
54,508
-224
| -0.4% | -$14.1K | 0.9% | 26 |
|
|
2024
Q2 | $3.31M | Sell |
54,732
-136
| -0.2% | -$8.27K | 0.94% | 27 |
|
|
2024
Q1 | $3.43M | Sell |
54,868
-1,128
| -2% | -$66.7K | 0.99% | 26 |
|
|
2023
Q4 | $3.26M | Sell |
55,996
-2,896
| -5% | -$155K | 1.05% | 27 |
|
|
2023
Q3 | $3.07M | Sell |
58,892
-328
| -0.6% | -$18K | 1.09% | 26 |
|
|
2023
Q2 | $3.26M | Sell |
59,220
-1,616
| -3% | -$84.7K | 1.14% | 25 |
|
|
2023
Q1 | $3.21M | Sell |
60,836
-2,396
| -4% | -$127K | 1.13% | 25 |
|
|
2022
Q4 | $3.22M | Buy |
63,232
+200
| +0.3% | +$10.2K | 1.13% | 25 |
|
|
2022
Q3 | $2.96M | Buy |
63,032
+3,056
| +5% | +$160K | 1.13% | 24 |
|
|
2022
Q2 | $2.95M | Sell |
59,976
-4,784
| -7% | -$258K | 1.01% | 27 |
|
|
2022
Q1 | $3.85M | Buy |
64,760
+5,420
| +9% | +$318K | 1.09% | 26 |
|
|
2021
Q4 | $3.78M | Sell |
59,340
-472
| -0.8% | -$29.6K | 1.04% | 29 |
|
|
2021
Q3 | $3.54M | Sell |
59,812
-300
| -0.5% | -$18.1K | 1.03% | 26 |
|
|
2021
Q2 | $3.57M | Buy |
60,112
+1,080
| +2% | +$62.6K | 1.04% | 27 |
|
|
2021
Q1 | $3.27M | Sell |
59,032
-532
| -0.9% | -$28.9K | 0.9% | 29 |
|
|
2020
Q4 | $3.08M | Sell |
59,564
-424
| -0.7% | -$20.5K | 0.92% | 30 |
|
|
2020
Q3 | $2.64M | Sell |
59,988
-1,804
| -3% | -$78.6K | 0.88% | 30 |
|
|
2020
Q2 | $2.53M | Sell |
61,792
-6,972
| -10% | -$267K | 0.89% | 30 |
|
|
2020
Q1 | $2.26M | Buy |
68,764
+34,208
| +99% | +$1.42M | 0.94% | 28 |
|
|
2019
Q4 | $1.54M | Buy |
34,556
+128
| +0.4% | +$5.5K | 0.6% | 39 |
|
|
2019
Q3 | $1.44M | Sell |
34,428
-1,428
| -4% | -$59.7K | 0.59% | 36 |
|
|
2019
Q2 | $1.5M | Hold |
35,856
| – | – | 0.62% | 36 |
|
|
2019
Q1 | $1.44M | Buy |
35,856
+4,820
| +16% | +$185K | 0.61% | 37 |
|
|
2018
Q4 | $1.07M | Buy |
31,036
+2,912
| +10% | +$109K | 0.51% | 43 |
|
|
2018
Q3 | $1.15M | Sell |
28,124
-3,740
| -12% | -$153K | 0.59% | 41 |
|
|
2018
Q2 | $1.25M | Sell |
31,864
-336
| -1% | -$13.2K | 0.61% | 40 |
|
|
2018
Q1 | $1.24M | Sell |
32,200
-2,200
| -6% | -$86.6K | 0.5% | 43 |
|
|
2017
Q4 | $1.33M | Sell |
34,400
-1,520
| -4% | -$57.4K | 0.52% | 45 |
|
|
2017
Q3 | $1.32M | Sell |
35,920
-1,220
| -3% | -$44K | 0.59% | 39 |
|
|
2017
Q2 | $1.32M | Sell |
37,140
-224
| -0.6% | -$7.92K | 0.62% | 38 |
|
|
2017
Q1 | $1.3M | Sell |
37,364
-30,548
| -45% | -$1.05M | 0.63% | 40 |
|
|
2016
Q4 | $2.23M | Sell |
67,912
-1,144
| -2% | -$37K | 1.14% | 17 |
|
|
2016
Q3 | $2.23M | Sell |
69,056
-1,460
| -2% | -$46.8K | 1.17% | 17 |
|
|
2016
Q2 | $2.18M | Buy |
70,516
+7,172
| +11% | +$219K | 1.08% | 21 |
|
|
2016
Q1 | $1.92M | Buy |
+63,344
| New | +$1.79M | 0.97% | 20 |
|
Other funds holding VO
WESCAP Management Group's VO Position: Q1 2026 in Review
WESCAP Management Group increased its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, buying an estimated $56.8K and bringing the position to 50,784 shares worth $3.65M. The position accounts for 0.72% of the portfolio, ranked #35.
WESCAP Management Group first reported a position in VO in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.85M in Q1 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- WESCAP Management Group held 50,784 shares of Vanguard Mid-Cap ETF worth $3.65M as of Q1 2026.
- WESCAP Management Group bought 764 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $56.8K.
- Vanguard Mid-Cap ETF made up 0.72% of WESCAP Management Group's portfolio in Q1 2026, its #35 holding.
- WESCAP Management Group first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
- WESCAP Management Group's Vanguard Mid-Cap ETF position peaked at $3.85M in Q1 2022.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.