WWM
VO icon

Western Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Western Wealth Management’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 		$1.2M Buy
35,288
+12,808
+57% +$952K 0.05% 392
2025
Q4 		$1.63M Buy
22,480
+5,100
+29% +$371K 0.08% 255
2025
Q3 		$1.28M Sell
17,380
-368
-2% -$26.4K 0.07% 255
2025
Q2 		$1.24M Buy
17,748
+224
+1% +$14.7K 0.07% 237
2025
Q1 		$1.13M Sell
17,524
-1,340
-7% -$89.9K 0.08% 232
2024
Q4 		$1.25M Sell
18,864
-12,560
-40% -$853K 0.08% 216
2024
Q3 		$2.07M Buy
31,424
+5,416
+21% +$340K 0.12% 182
2024
Q2 		$1.57M Buy
26,008
+5,696
+28% +$346K 0.12% 159
2024
Q1 		$1.27M Sell
20,312
-6,192
-23% -$366K 0.1% 188
2023
Q4 		$1.54M Buy
26,504
+4,412
+20% +$236K 0.11% 192
2023
Q3 		$1.15M Buy
22,092
+400
+2% +$21.9K 0.1% 220
2023
Q2 		$1.19M Sell
21,692
-816
-4% -$42.8K 0.1% 207
2023
Q1 		$1.19M Sell
22,508
-256
-1% -$13.6K 0.11% 199
2022
Q4 		$1.16M Sell
22,764
-12,192
-35% -$621K 0.12% 194
2022
Q3 		$1.67M Buy
34,956
+11,772
+51% +$615K 0.1% 210
2022
Q2 		$1.15M Buy
23,184
+488
+2% +$26.4K 0.07% 277
2022
Q1 		$1.35M Buy
22,696
+12,204
+116% +$716K 0.07% 277
2021
Q4 		$672K Buy
+10,492
New +$658K 0.07% 273
2021
Q2 		$497K Buy
8,404
+4,340
+107% +$252K 0.05% 360
2021
Q1 		$225K Hold
4,064
– – 0.03% 474
2020
Q4 		$210K Sell
4,064
-2,080
-34% -$101K 0.03% 437
2020
Q3 		$271K Buy
6,144
+112
+2% +$4.88K 0.04% 353
2020
Q2 		$248K Buy
+6,032
New +$231K 0.05% 349
2019
Q4 		– Sell
-5,232
Closed -$219K – 424
2019
Q3 		$219K Sell
5,232
-200
-4% -$8.36K 0.05% 357
2019
Q2 		$226K Buy
+5,432
New +$222K 0.03% 363

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

Western Wealth Management's VO Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 57% in Q1 2026, buying an estimated $952K and bringing the position to 35,288 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #392.

Western Wealth Management first reported a position in VO in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.07M in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Western Wealth Management held 35,288 shares of Vanguard Mid-Cap ETF worth $1.2M as of Q1 2026.
  • Western Wealth Management bought 12,808 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $952K.
  • Vanguard Mid-Cap ETF made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #392 holding.
  • Western Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 25 quarters since.
  • Western Wealth Management's Vanguard Mid-Cap ETF position peaked at $2.07M in Q3 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.