WMS Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-104,220
| Closed | -$6.88M | – | 272 |
|
|
2024
Q4 | $6.88M | Sell |
104,220
-3,264
| -3% | -$222K | 0.39% | 35 |
|
|
2024
Q3 | $7.09M | Buy |
107,484
+4,156
| +4% | +$261K | 0.4% | 34 |
|
|
2024
Q2 | $6.25M | Buy |
103,328
+188
| +0.2% | +$11.4K | 0.4% | 32 |
|
|
2024
Q1 | $6.44M | Sell |
103,140
-1,200
| -1% | -$70.9K | 0.44% | 33 |
|
|
2023
Q4 | $6.07M | Sell |
104,340
-5,336
| -5% | -$285K | 0.45% | 33 |
|
|
2023
Q3 | $5.71M | Sell |
109,676
-2,104
| -2% | -$115K | 0.45% | 35 |
|
|
2023
Q2 | $6.15M | Sell |
111,780
-1,140
| -1% | -$59.8K | 0.48% | 36 |
|
|
2023
Q1 | $5.95M | Sell |
112,920
-1,088
| -1% | -$57.9K | 0.52% | 34 |
|
|
2022
Q4 | $5.81M | Sell |
114,008
-5,048
| -4% | -$257K | 0.58% | 33 |
|
|
2022
Q3 | $5.59M | Sell |
119,056
-6,520
| -5% | -$341K | 0.76% | 29 |
|
|
2022
Q2 | $6.18M | Sell |
125,576
-1,760
| -1% | -$95.1K | 0.96% | 19 |
|
|
2022
Q1 | $7.57M | Buy |
+127,336
| New | +$7.47M | 1.04% | 17 |
|
|
2021
Q4 | – | Sell |
-126,124
| Closed | -$7.46M | – | 287 |
|
|
2021
Q3 | $7.46M | Sell |
126,124
-4,560
| -3% | -$276K | 1.09% | 17 |
|
|
2021
Q2 | $7.75M | Sell |
130,684
-2,400
| -2% | -$139K | 1.15% | 16 |
|
|
2021
Q1 | $7.36M | Sell |
133,084
-1,204
| -0.9% | -$65.3K | 1.68% | 13 |
|
|
2020
Q4 | $6.94M | Sell |
134,288
-5,088
| -4% | -$246K | 1.2% | 16 |
|
|
2020
Q3 | $6.14M | Sell |
139,376
-9,672
| -6% | -$421K | 1.19% | 17 |
|
|
2020
Q2 | $6.11M | Sell |
149,048
-204
| -0.1% | -$7.81K | 1.27% | 17 |
|
|
2020
Q1 | $4.91M | Sell |
149,252
-14,152
| -9% | -$586K | 1.36% | 16 |
|
|
2019
Q4 | $7.28M | Sell |
163,404
-3,432
| -2% | -$147K | 1.63% | 10 |
|
|
2019
Q3 | $6.99M | Sell |
166,836
-24,832
| -13% | -$1.04M | 1.68% | 10 |
|
|
2019
Q2 | $8.01M | Sell |
191,668
-22,488
| -11% | -$920K | 1.97% | 7 |
|
|
2019
Q1 | $8.61M | Sell |
214,156
-19,800
| -8% | -$762K | 2.14% | 7 |
|
|
2018
Q4 | $8.08M | Sell |
233,956
-2,848
| -1% | -$107K | 2.26% | 7 |
|
|
2018
Q3 | $9.72M | Sell |
236,804
-21,256
| -8% | -$867K | 1.09% | 30 |
|
|
2018
Q2 | $10.2M | Sell |
258,060
-27,404
| -10% | -$1.08M | 1.18% | 26 |
|
|
2018
Q1 | $11M | Sell |
285,464
-8,604
| -3% | -$339K | 1.31% | 22 |
|
|
2017
Q4 | $11.4M | Sell |
294,068
-8,968
| -3% | -$339K | 1.28% | 24 |
|
|
2017
Q3 | $11.1M | Sell |
303,036
-1,572
| -0.5% | -$56.7K | 1.33% | 23 |
|
|
2017
Q2 | $10.9M | Sell |
304,608
-12,736
| -4% | -$450K | 1.34% | 24 |
|
|
2017
Q1 | $11M | Buy |
317,344
+532
| +0.2% | +$18.3K | 1.39% | 24 |
|
|
2016
Q4 | $10.4M | Buy |
316,812
+12,632
| +4% | +$409K | 1.38% | 25 |
|
|
2016
Q3 | $9.84M | Buy |
304,180
+3,108
| +1% | +$99.7K | 1.32% | 28 |
|
|
2016
Q2 | $9.3M | Sell |
301,072
-4,768
| -2% | -$146K | 1.29% | 26 |
|
|
2016
Q1 | $9.27M | Buy |
305,840
+24,492
| +9% | +$693K | 1.29% | 27 |
|
|
2015
Q4 | $8.45M | Buy |
281,348
+33,916
| +14% | +$1.03M | 1.22% | 28 |
|
|
2015
Q3 | $7.22M | Buy |
247,432
+4,660
| +2% | +$145K | 1.1% | 31 |
|
|
2015
Q2 | $7.73M | Buy |
242,772
+35,036
| +17% | +$1.14M | 0.9% | 32 |
|
|
2015
Q1 | $6.89M | Buy |
207,736
+80,816
| +64% | +$2.54M | 0.84% | 32 |
|
|
2014
Q4 | $3.92M | Sell |
126,920
-21,884
| -15% | -$660K | 0.6% | 47 |
|
|
2014
Q3 | $4.36M | Buy |
148,804
+7,200
| +5% | +$214K | 0.68% | 41 |
|
|
2014
Q2 | $4.2M | Buy |
141,604
+94,960
| +204% | +$2.71M | 0.65% | 43 |
|
|
2014
Q1 | $1.32M | Buy |
46,644
+6,200
| +15% | +$172K | 0.21% | 73 |
|
|
2013
Q4 | $1.11M | Buy |
40,444
+2,032
| +5% | +$54.1K | 0.18% | 79 |
|
|
2013
Q3 | $984K | Hold |
38,412
| – | – | 0.19% | 75 |
|
|
2013
Q2 | $914K | Buy |
+38,412
| New | +$911K | 0.17% | 80 |
|
Other funds holding VO
WMS Partners's VO Position: Q1 2025 in Review
WMS Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 104,220 shares — an estimated $6.88M sold.
WMS Partners first reported a position in VO in Q2 2013 and held it in 46 quarters. The position peaked at $11.4M in Q4 2017. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.
- WMS Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 104,220 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $6.88M.
- WMS Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 46 quarters.
- WMS Partners's Vanguard Mid-Cap ETF position peaked at $11.4M in Q4 2017.
- 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.