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

Whalen 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
2025
Q2 		– Sell
-19,856
Closed -$1.28M – 227
2025
Q1 		$1.28M Buy
+19,856
New +$1.33M 0.86% 30

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whalen Wealth Management's VO Position: Q2 2025 in Review

Whalen Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 19,856 shares — an estimated $1.28M sold.

Whalen Wealth Management first reported a position in VO in Q1 2025 and held it in 1 quarter. The position peaked at $1.28M in Q1 2025. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Whalen Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 19,856 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $1.28M.
  • Whalen Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.28M in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.