Winch Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Winch Advisory Services’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	$62.1K	Buy	864 +64	+8%	+$4.75K	0.01%	156
2025 Q4	$58.1K	Buy	800 +4	+0.5%	+$291	0.01%	162
2025 Q3	$58.4K	Buy	796 +4	+0.5%	+$287	0.01%	159
2025 Q2	$55.4K	Sell	792 -172	-18%	-$11.3K	0.01%	156
2025 Q1	$62.4K	Buy	964 +76	+9%	+$5.1K	0.02%	143
2024 Q4	$58.7K	Buy	888 +4	+0.5%	+$272	0.02%	145
2024 Q3	$58.4K	Buy	884 +4	+0.5%	+$251	0.02%	143
2024 Q2	$53.2K	Hold	880	–	–	0.02%	140
2024 Q1	$54.9K	Buy	880 +4	+0.5%	+$236	0.02%	145
2023 Q4	$50.9K	Buy	876 +4	+0.5%	+$214	0.02%	144
2023 Q3	$45K	Buy	872 +4	+0.5%	+$219	0.02%	144
2023 Q2	$48K	Buy	868 +4	+0.5%	+$210	0.02%	132
2023 Q1	$46K	Buy	864 +4	+0.5%	+$213	0.02%	130
2022 Q4	$44K	Buy	860 +764	+796%	+$38.9K	0.02%	129
2022 Q3	$5K	Buy	+96	New	+$5.02K	﹤0.01%	273
2015 Q3	–	Sell	-38,916	Closed	-$1.24M	–	287
2015 Q2	$1.24M	Buy	+38,916	New	+$1.26M	0.68%	42

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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