Wescott Financial Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Wescott Financial Advisory Group’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	$4.4M	Sell	61,320 -5,888	-9%	-$437K	0.39%	42
2025 Q4	$4.88M	Sell	67,208 -18,264	-21%	-$1.33M	0.43%	39
2025 Q3	$6.28M	Sell	85,472 -696	-0.8%	-$50K	0.56%	32
2025 Q2	$6.03M	Sell	86,168 -268	-0.3%	-$17.6K	0.58%	31
2025 Q1	$5.59M	Sell	86,436 -8,444	-9%	-$567K	0.58%	32
2024 Q4	$6.27M	Sell	94,880 -17,740	-16%	-$1.2M	0.65%	29
2024 Q3	$7.43M	Sell	112,620 -6,736	-6%	-$423K	0.8%	22
2024 Q2	$7.22M	Sell	119,356 -3,408	-3%	-$207K	0.84%	23
2024 Q1	$7.67M	Sell	122,764 -8,584	-7%	-$507K	0.95%	20
2023 Q4	$7.64M	Sell	131,348 -1,676	-1%	-$89.5K	1.07%	16
2023 Q3	$6.93M	Sell	133,024 -2,032	-2%	-$111K	1.27%	16
2023 Q2	$7.43M	Sell	135,056 -20,404	-13%	-$1.07M	1.31%	15
2023 Q1	$8.2M	Sell	155,460 -2,996	-2%	-$159K	1.78%	15
2022 Q4	$8.07M	Sell	158,456 -2,588	-2%	-$132K	1.74%	15
2022 Q3	$7.57M	Buy	161,044 +6,364	+4%	+$333K	2.11%	11
2022 Q2	$7.62M	Buy	154,680 +1,332	+0.9%	+$72K	2.07%	12
2022 Q1	$9.12M	Buy	+153,348	New	+$9M	2.35%	10

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

Wescott Financial Advisory Group's VO Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 8.8% in Q1 2026, selling an estimated $437K and leaving 61,320 shares worth $4.4M. The position accounts for 0.39% of the portfolio, ranked #42.

Wescott Financial Advisory Group first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.12M in Q1 2022. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Wescott Financial Advisory Group held 61,320 shares of Vanguard Mid-Cap ETF worth $4.4M as of Q1 2026.
Wescott Financial Advisory Group sold 5,888 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $437K.
Vanguard Mid-Cap ETF made up 0.39% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #42 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard Mid-Cap ETF position peaked at $9.12M in Q1 2022.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.