WFA
VO icon

WMG Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

WMG Financial Advisors’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
Q4 		– Sell
-4,372
Closed -$321K – 206
2025
Q3 		$321K Hold
4,372
– – 0.11% 134
2025
Q2 		$306K Sell
4,372
-60
-1% -$3.94K 0.11% 125
2025
Q1 		$287K Buy
4,432
+16
+0.4% +$1.07K 0.12% 117
2024
Q4 		$292K Sell
4,416
-132
-3% -$8.96K 0.13% 117
2024
Q3 		$300K Sell
4,548
-80
-2% -$5.02K 0.14% 112
2024
Q2 		$280K Hold
4,628
– – 0.15% 103
2024
Q1 		$289K Sell
4,628
-456
-9% -$26.9K 0.17% 96
2023
Q4 		$296K Buy
5,084
+136
+3% +$7.27K 0.19% 79
2023
Q3 		$258K Hold
4,948
– – 0.22% 76
2023
Q2 		$272K Sell
4,948
-264
-5% -$13.8K 0.2% 87
2023
Q1 		$275K Sell
5,212
-460
-8% -$24.5K 0.23% 77
2022
Q4 		$289K Sell
5,672
-76
-1% -$3.87K 0.25% 83
2022
Q3 		$271K Hold
5,748
– – 0.24% 86
2022
Q2 		$283K Buy
5,748
+172
+3% +$9.29K 0.25% 94
2022
Q1 		$330K Buy
5,576
+592
+12% +$34.7K 0.24% 100
2021
Q4 		$319K Buy
+4,984
New +$312K 0.25% 108

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
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
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

WMG Financial Advisors's VO Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 4,372 shares — an estimated $321K sold.

WMG Financial Advisors first reported a position in VO in Q4 2021 and held it in 16 quarters. The position peaked at $330K in Q1 2022. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • WMG Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 4,372 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $321K.
  • WMG Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
  • WMG Financial Advisors's Vanguard Mid-Cap ETF position peaked at $330K in Q1 2022.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.