WFA Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

WFA Asset 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
2025 Q3	$13.9K	Buy	212 +4	+2%	+$287	0.01%	152
2025 Q2	$12.7K	Hold	208	–	–	0.01%	157
2025 Q1	$13.1K	Sell	208 -4	-2%	-$268	0.01%	178
2024 Q4	$14K	Hold	212	–	–	0.01%	166
2024 Q3	$13.9K	Buy	212 +4	+2%	+$251	0.01%	153
2024 Q2	$12.7K	Hold	208	–	–	0.01%	158
2024 Q1	$13.1K	Hold	208	–	–	0.01%	179
2023 Q4	$12.2K	Hold	208	–	–	0.01%	164
2023 Q3	$10.8K	Hold	208	–	–	0.01%	169
2023 Q2	$11.4K	Hold	208	–	–	0.01%	178
2023 Q1	$11K	Hold	208	–	–	0.01%	171
2022 Q4	$10.6K	Buy	+208	New	+$10.6K	0.01%	157

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFA Asset Management's VO Position: Q3 2025 in Review

WFA Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q3 2025, buying an estimated $287 and bringing the position to 212 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #152.

WFA Asset Management first reported a position in VO in Q4 2022 and has held it in 12 quarters since. The position peaked at $14K in Q4 2024. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

WFA Asset Management held 212 shares of Vanguard Mid-Cap ETF worth $13.9K as of Q3 2025.
WFA Asset Management bought 4 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $287.
Vanguard Mid-Cap ETF made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #152 holding.
WFA Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
WFA Asset Management's Vanguard Mid-Cap ETF position peaked at $14K in Q4 2024.
2,219 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.