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

Williams Jones 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 		$1.77M Hold
24,592
– – 0.02% 200
2025
Q4 		$1.78M Hold
24,592
– – 0.02% 203
2025
Q3 		$1.81M Hold
24,592
– – 0.02% 198
2025
Q2 		$1.72M Sell
24,592
-1,848
-7% -$121K 0.02% 203
2025
Q1 		$1.71M Buy
26,440
+1,712
+7% +$115K 0.02% 194
2024
Q4 		$1.63M Buy
24,728
+9,308
+60% +$632K 0.02% 207
2024
Q3 		$1.02M Hold
15,420
– – 0.01% 258
2024
Q2 		$933K Hold
15,420
– – 0.01% 263
2024
Q1 		$963K Hold
15,420
– – 0.01% 265
2023
Q4 		$897K Sell
15,420
-9,244
-37% -$494K 0.01% 264
2023
Q3 		$1.28M Buy
24,664
+2,524
+11% +$138K 0.02% 231
2023
Q2 		$1.22M Sell
22,140
-40
-0.2% -$2.1K 0.02% 237
2023
Q1 		$1.17M Buy
22,180
+2,140
+11% +$114K 0.02% 257
2022
Q4 		$1.02M Buy
20,040
+404
+2% +$20.6K 0.02% 264
2022
Q3 		$923K Hold
19,636
– – 0.02% 279
2022
Q2 		$967K Sell
19,636
-168
-0.8% -$9.08K 0.02% 280
2022
Q1 		$1.18M Buy
19,804
+400
+2% +$23.5K 0.02% 249
2021
Q4 		$1.24M Buy
19,404
+68
+0.4% +$4.26K 0.02% 242
2021
Q3 		$1.14M Buy
19,336
+412
+2% +$24.9K 0.02% 239
2021
Q2 		$1.12M Buy
18,924
+4,000
+27% +$232K 0.02% 239
2021
Q1 		$826K Hold
14,924
– – 0.01% 260
2020
Q4 		$771K Hold
14,924
– – 0.01% 244
2020
Q3 		$658K Sell
14,924
-5,852
-28% -$255K 0.01% 233
2020
Q2 		$851K Sell
20,776
-4,260
-17% -$163K 0.02% 211
2020
Q1 		$824K Hold
25,036
– – 0.02% 183
2019
Q4 		$1.11M Hold
25,036
– – 0.02% 198
2019
Q3 		$1.05M Buy
+25,036
New +$1.05M 0.02% 195

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

Williams Jones Wealth Management's VO Position: Q1 2026 in Review

Williams Jones Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 24,592 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #200.

Williams Jones Wealth Management first reported a position in VO in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.81M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Williams Jones Wealth Management held 24,592 shares of Vanguard Mid-Cap ETF worth $1.77M as of Q1 2026.
  • Williams Jones Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.81M in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.